Account Analyst, U.S. Global Wealth Management – Strategic Accounts

Role Overview

U.S. Global Wealth Management (U.S. GWM)’s mission is to create industry leading experiences for financial intermediaries and their individual investor clients while making a strong contribution to PIMCO’s overall business results. PIMCO U.S. GWM is responsible for business strategy and client coverage of financial intermediated individual investor segment of the market. Coverage includes RIAs, wirehouses, family offices, banks/ brokerage firms, trust banks, platforms and sub-advisory relationships.

Within U.S. GWM, the Strategic Accounts team’s core responsibility is building and expanding PIMCO’s largest intermediary clients (i.e., national, and regional broker-dealers, banks, platforms, etc.). Members of the Strategic Accounts team act as strategic partners, providing highly customized investment solutions and services to meet the unique needs of these key clients. The team’s success is measured not just by sales and asset growth, but also by the strength and depth of client relationships, client satisfaction, and the strategic alignment of PIMCO’s solutions with client goals. This unique and dynamic business function requires partnership and collaboration with all corners of the firm, including but not limited to the following teams: Product Strategy, Portfolio Management, Sales, Marketing, Legal & Compliance, Operations.

Main Responsibilities

Conducting research on market trends, competitor offerings, economic indicators, and investment products to support the broader team’s ability to differentiate PIMCO’s solutions for clients.
Using data analytics tools to analyze client portfolios, investment performance, and market data to service existing clients and support internal strategic decision-making.
Assisting in the development and execution of client business plans in collaboration with GWM stakeholders, including sales and product strategy teams.
Support Account Managers in developing and maintaining strong relationships with gatekeepers, program managers, research analysts, and other influential broker/dealer and platform personnel at key client firms
Manage the completion and timely submission of Due Diligence Questionnaires (DDQs) and Requests for Information (RFIs), ensuring accuracy and thoroughness.
Coordinate with internal teams and Account Managers to gather, verify, and compile necessary data for client compliance and transparency
Analyze business data to identify trends and insights across channels and client segments, driving informed decision-making.
Evaluate portfolio characteristics within the context of broader investment themes to support strategic client discussions.
Partner with Account Managers to develop deep knowledge of assigned client firms, providing guidance and support to key stakeholders—particularly the sales team—by addressing questions and educating them on firm platforms, processes, and rules of engagement.
Review and interpret risk reports, perform attribution research, and conduct scenario analysis to assess portfolio performance and risk exposure.
Create customized client reports and respond promptly to ad-hoc inquiries, ensuring high quality and tailored client servicing.
Draft internal presentations and prepare client-facing materials that clearly communicate complex financial and economic concepts.

Position Requirements

Demonstrated proficiency with Microsoft Excel and strong knowledge of software applications in general, including but not limited to index-provider databases, query tools and Bloomberg
Self-starter, ability to work within the firm's demanding and highly focused environment
Team player and collaborator
Outstanding relationship building skills
Ability to clearly articulate analysis, written and verbally
Interest in capital markets, fixed income securities and portfolio management techniques
Work effectively with all levels of personnel as part of a team
Excellent time management, multi-tasking, organization, attention to detail and communication skills
Clear commitment to PIMCO's culture, values and approach
Licensing: Series 7, 63 & 3 must be obtained within 90 days of start date