Analyst or Associate – Client Solutions & Analytics

Job Description

Analyst Client Solutions | PIMCO

The Tone:
This is a full-time role at PIMCO, located in Newport Beach, CA. PIMCO is a global leader in active fixed income, investing clients’ capital across public and private markets with decades of expertise in complex debt, and focuses on being an innovator, industry thought leader, and trusted advisor to its clients. This role is crucial for leveraging PIMCO’s intellectual capital to generate actionable investment insights, specifically for financial advisor clients, through model portfolios, custom analyses, and advisor-friendly content. PIMCO fosters a high-performance, inclusive culture that values diverse thinking and is shaped by its CORE values of Collaboration, Openness, Responsibility, and Excellence.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Newport Beach, CA
• Pay: $90000–$100000 yearly
• Team: Client Solutions & Analytics group
• Mission: Generate actionable investment insights for financial advisor clients through PIMCO model portfolios, custom portfolio analyses, and advisor-friendly content.
• Tech Stack: Microsoft Excel, PowerPoint, proprietary software, external data sources

What You’ll Actually Do
• Support client analysis: Assist Strategists by analyzing client portfolios and creating presentations that convey PIMCO’s insights and conclusions.
• Perform analytical tasks: Utilize proprietary software and external data sources to run risk analytics, optimizations, economic scenario analyses, and stress tests.
• Manage projects: Oversee multiple ongoing projects simultaneously, ensuring all deadlines are met effectively.
• Update materials: Periodically revise and maintain standard presentation materials for accuracy.
• Build expertise: Cultivate an understanding of PIMCO’s investment strategies, including their risks and benefits across various market environments.

The Must-Haves
• Background: Bachelor Degree. Entry-Level. Four-year college degree with a major in Business/Finance, Economics, Mathematics, Engineering, or applied science.
• Experience: 0-2 years of internship or professional experience required, with a minimum 3.2 cumulative collegiate grade point average.
• Skills: Strong analytical abilities; proficiency in Microsoft Excel and PowerPoint; ability to clearly communicate complex ideas; excellent verbal and written communication skills; results-orientation with strong attention to detail and time management.
• Bonus: Interest in financial markets, macroeconomics, and investment finance; desire to join a high performance culture.