Associate, Alternatives Consultant Specialist Team
Company: PIMCO
Location: New York
Posted on: May 16, 2022
Job Description:
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: Position Overview
As an Associate on the Alternatives Consultant Specialist team, you
will support the group's efforts in sales and servicing PIMCO's
alternative products. You will act as an internal resource, respond
to inquiries, and collaborate with the Consultant Relations Group
(CRG) on internal alternative sales initiatives. This includes, but
is not limited to, meeting preparation and follow-ups, briefing
memos, CRM queries, pipeline and business reporting, questionnaire
responses, monthly client performance reporting, assistance in
ongoing investor operational due diligence requests and meetings,
and special projects. If you are entrepreneurial, proactive in
problem-solving, and enjoy working with volumes of data, we would
love to hear from you! This role may be based in Newport Beach, CA,
or New York, NY. Key Relationships
- PIMCO investment professionals, including Consultant Relations
Account Managers, Relationship Managers, Alternative Product
Strategists, and Portfolio Management
- Prospects and Alternatives Consultants
- Senior Leaders and Compliance Professionals Primary
Responsibilities
- Learn our alternative products, sales cycle, and client
servicing to be able to respond to client and prospect requests and
help contribute to selling our alternatives products
- Contribute to internal alternatives prospecting initiatives for
the CRG team across our existing clients/prospects across
channels
- Expertly use tools such as Excel spreadsheets, macros, query
tools, CRM/Perform, and external databases to find solutions to
help improve existing sales/prospecting/business processes
- Maintain and enhance business and sales pipeline reporting for
CRG alternatives opportunities
- Research competitors and industry trends to help CRG
effectively position our alternative products
- Build positive relationships with internal partners, including
the Product Strategy Group, Relationship Managers, Compliance, and
others About You
- Foster a sense of teamwork, assist others when needed/required,
and be willing to refine the abilities to improve continually
- Have a fundamental understanding of alternative investment
strategies operational processes combined with a strong desire to
learn more
- Advanced communication skills, both written and verbal
- Have a strong talent for both analyzing and communicating data
in Excel and PowerPoint
- Use effective time management skills to maintain a dedication
to quality and attention to detail; ensuring that all work is
completed accurately and on time
- Thrive in an exciting, fast-paced, and professional environment
with frequent shifts in priorities as business needs decide
- Ability to navigate complexity and work organizationally across
multiple stakeholder groups successfully Position Requirements:
Qualifications
- Minimum of a Bachelor's Degree, preferably in Business,
Finance, Economics, Mathematics or Accounting
- Progression toward CFA or CAIA designation is desirable
- Completion of Series 3, 7, and 63 within the first three months
of service required
- At least two years of finance-related or alternative investor
relations experience preferred, ideally in the fixed income or
alternatives markets, with some knowledge of the sales process, and
client service
- Ideal candidates are familiar with alternatives products
Benefits: 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
Keywords: PIMCO, New York , Associate, Alternatives Consultant Specialist Team, Other , New York, New York
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