Account Associate, Global Wealth Management -LatAm
Location: Miami, Florida
Type: Full Time
Internal Number: 12613031
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.
LOCATION: This role is located in Miami with flexibility to be based in New York City.
PIMCO is seeking to recruit a Retail Account Associate for the Latin America & the Caribbean team.
The Retail Account Associate serves a unique and dynamic role that is based around the core responsibility of supporting PIMCO's Latin America retail efforts. He/she will work closely with the Account Management team to support business development initiatives as well as their sales effort with retail clients. The Account Associate's primary role is to drive sales and build relationships with financial advisors. The successful candidate will operate as an entrepreneur and be proactive about seeking improved ways to equip the team in their relationship building, cross-selling responsibilities and marketing process.
PIMCO Investment Professionals and Associates in Account Management, Product Strategy, and Portfolio Management
PIMCO Fund Operations Group
Current and prospective clients
Provide product information and sales support to Latin American financial advisors.
Identify new business development opportunities, drive marketing/sales campaigns, and close business.
Develop and maintain a variety of different types of materials to support new business development, existing business and other specific product management initiatives and responsibilities
Manage and build financial advisor relationships as well as maintain and manage CRM system.
Provide current insight regarding the firm and product specific investment philosophy, process, strategy, performance and other relevant information directly or indirectly to clients and prospective clients.
Fluency in Spanish or Portuguese is required. Fluency in English required
Service oriented mind-set and sense of urgency when responding to internal and external requests
Solutions-driven individual with an ability to build and drive business
Fixed Income product knowledge, with a multi asset focus.
Well organized, high energy, self-starter, ability to work within the firm's demanding and highly focused environment. Entrepreneurial skills are key to success in this role
Outstanding relationship building skills
Ability to clearly articulate analysis, written and verbally
Work effectively with all levels of personnel as part of a team and individually
Ability to manage prospect base and explore opportunities for new asset growth
Time-management, multi-tasking and organization skills
Candidates must be collaborative and possess a positive and upbeat attitude
Unassailable ethics and integrity
Bachelor degree in finance, business or related field required
Progress toward the CFA designation is a plus
Ideal candidates should have 0-2 years of experience in the financial services industry and a strong interest in fixed income and economics. Undergrads with an expected graduation date of December 2021 - June 2022 are also eligible to apply. College internships in finance, client-oriented roles are preferred
Ideal candidates should have 2-4 years of experience in financial services, asset management, investment banking or accounting
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