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Account Associate – Defined Contribution (NB)


This is a Full-time position in Newport Beach, CA posted May 9, 2022.

About Us:
We are PIMCO, a leading global asset management firm.

We manage investments and develop solutions across the full spectrum of asset classes, strategies and vehicles: fixed income, equities, commodities, asset allocation, ETFs, hedge funds and private equity.

PIMCO is one of the largest investment managers, actively managing more than $2.2 trillion in assets for clients around the world.

PIMCO has over 3,070 employees in 22 offices globally.

PIMCO is recognized as an innovator, industry thought leader and trusted advisor to our clients.

PIMCO is one of the world’s premier fixed income investment managers with thousands of professionals around the world united in a single purpose: creating opportunities for our clients in every environment.

Since 1971, we have brought innovation and expertise to our partnership with the institutions, financial advisors and millions of individual investors who entrust us with their assets.

We aspire to cultivate performance and leadership through empowering our people, diversity of thought, and a commitment to an inclusive culture that engages in our global communities.

Position Description:
We are seeking an Account Associate to join our Institutional Defined Contribution (DC) team.

As an Account Associate, you will be in a unique and multifaceted role that focuses on servicing our Retirement clients and supporting expansion efforts in that market segment.

You will join a team delivering the highest level of service to clients and prospects.

You will work alongside Account Managers as part of our dedicated relationship teams and actively participate in business development initiatives.

In addition to client servicing and business development responsibilities, you will have the opportunity to collaborate with various distribution channels across PIMCO.

This role can be based in Newport Beach, CA, or New York, NY.

About You
You challenge the status quo by asking “why” and identifying new and better ways of doing things
Exceptional organizational and project management skills, including the ability to multi-task and lead many ongoing initiatives
Resourceful, inquisitive, and enjoy problem-solving.

Many of the concepts and/or solutions we face are sophisticated, and you bring a desire to work through these complex scenarios
Proven track record to deliver on assigned responsibilities through pursuing excellence, outstanding attention to detail, and using interpersonal and communication skills
You seamlessly adapt to shifting priorities and enjoy working with ambiguity
A standout teammate who builds positive relationships and collaborates across multiple functions and/or levels of a globally diverse organization
Track record of building credibility and trust through consistent behavior, high integrity, and judgment
Intellectual curiosity, a dedication to professional development, an ability to learn, and an interest in staying on top of emerging trends
Self-motivated and thrive in a fast-paced environment
High emotional intelligence, are flexible, and resilient
Proven record navigating unstructured processes and simultaneously handling responsibilities with multiple, exciting demands
Encourage a positive work environment and culture for all employees
Key Relationships
PIMCO Investment Professionals and Associates in Account Management, Marketing, Product Strategy, and Portfolio Management
Current and prospective clients
Third-party DC record keepers and other intermediaries
Major Responsibilities
Increase efficiency and improve Retirement sales abilities by using business intelligence and data, deploying marketing and thought leadership regularly, segmenting clients routinely, and recording client information in CRM via consistent profiling efforts
Provide current insight regarding the firm and product-specific investment philosophy, process, strategy, performance, and other meaningful information directly or indirectly to clients, prospective clients, and consultants
Build and maintain various materials with a focus on DC and Retirement content to support new business development and existing business initiatives
Handle and update sub-advised and selling agreements in consultation with PIMCO’s legal and compliance teams
Partner closely with PIMCO distribution teams to promote investment products across all third-party platforms and internal channels
Provide analysis to senior leadership on PIMCO’s sales efforts with prospects and third-party DC record keepers
Position Requirements:
Minimum of a Bachelor’s Degree
Progression towards the CFA, CAIA, or CIMA designation is desirable
At least three years of experience in the financial services with a focus on retirement investments and products
Knowledge of fixed income securities and portfolio management techniques
Detailed knowledge of Defined Contribution and Defined Benefit investment plan design
Proven proficiency with Microsoft Excel, Word, and PowerPoint is required, and a solid understanding of data querying tools is desirable
PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and well-being of you and your family.

Benefits vary by location but may include:
Medical, dental, and vision coverage
Life insurance and travel coverage
401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employment
Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs
Community involvement opportunities with The PIMCO Foundation in each PIMCO office