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About the Role

The Alternatives Sales Senior Associate supports Alternatives Account Managers in business development and investor relations for PIMCO’s alternative investment products. This role involves assisting with strategic campaigns and fundraising, serving as a subject matter expert for US Global Wealth Management teams, servicing existing clients, educating advisors, and supporting new business initiatives. The associate will interact with senior leadership across various departments, prepare for meetings, draft briefing memos, manage CRM queries, maintain reporting, respond to questionnaires, and undertake special projects.

Responsibilities

Become a subject matter expert on PIMCO’s alternative products to effectively address client and prospect inquiries.
Build strong relationships with internal partners, including Field and Internal Sales, PSG, Marketing, Legal & Compliance, becoming a trusted partner.
Assist with business development efforts by helping to manage key relationships, both internally and externally.
Demonstrate a strong commitment to client service by responding promptly and with urgency to both internal and external requests.
Maintain a high level of accuracy in all tasks while adhering to tight deadlines.
Develop and implement consistent, repeatable processes to enhance confidence in analysis and operational efficiency.
Use effective time management skills to ensure quality and attention to detail, ensuring that all work is completed accurately and on time.
Foster a sense of teamwork, assisting others when needed or required.
Maintain and enhance relationships with key vendors such as iCapital, CAIS, and +Subscribe.
Query, analyze, and maintain business information reports to support internal reporting needs.
Effectively utilize advanced tools including Excel (spreadsheets and macros), PowerPoint, CRM, and external databases for various special projects.
Prepare for meetings and draft briefing memos.
Manage CRM queries.
Maintain pipeline and business reporting.
Respond to questionnaires.
Undertake special projects as needed.

Requirements

Possess Series 7 and 63 licenses.
Demonstrable track record of success in fundraising for PIMCO’s alternative products.
Established and strong relationships across PIMCO’s Internal and Field Sales teams.

Skills

Strong attention to detail
Entrepreneurial spirit
Proactive problem-solving skills
Relationship-building
Passion for financial markets and serving clients
Collaborative work style
High emotional intelligence
Adaptability
Resilience
Exceptional organizational skills
Project management skills
Credibility and trustworthiness
High ethical standards and integrity
Intellectual curiosity
Dedication to professional development
Resourceful problem-solver with a critical and empathetic mindset
Self-motivated
Detail-oriented
Client-focused
Teamwork
Effective communication
Ability to thrive in fast-paced environments
Ability to adapt to shifting priorities and ambiguity
Ability to navigate unstructured processes and manage multiple demanding responsibilities
Alignment with PIMCO's values of Collaboration, Openness, Responsibility, and Excellence
Strong interest in alternative strategies
Exceptional talent for analyzing and communicating data
Proficiency in Excel
Proficiency in PowerPoint
Proficiency in Power BI

Location

New York, NY

Experience Level

2–6 years of professional experience in the investment management industry preferred
Current Senior Associate at PIMCO

Education Level

Minimum of a bachelor’s degree, preferably in Business/Finance, Economics, Mathematics, or Accounting
Actively pursuing a CFA or CAIA designation (favorable consideration)

Salary/Compensations

Base Salary: $125,000.00 - $140,500.00
Discretionary bonus determined by company, business, team, and individual performance

About the Company

PIMCO is a global leader in active fixed income with deep expertise across public and private markets.
Invests clients’ capital across a range of fixed income and credit opportunities, leveraging decades of experience navigating complex debt markets.
One of the world’s largest providers of traditional and nontraditional solutions for companies needing financing and investors seeking strong risk-adjusted returns.
Since 1971, PIMCO has shaped its organization through a high-performance inclusive culture, celebrating diverse thinking.
Invests in its people and strives to imprint CORE values of Collaboration, Openness, Responsibility, and Excellence.
Recognized as an innovator, industry thought leader, and trusted advisor to clients.
Believes that active management is the responsible way to invest clients' assets in fixed income.
For 50 years, PIMCO has worked relentlessly to help millions of investors pursue their objectives, regardless of shifting market conditions.
Clients rely on an investment process tested in virtually every market environment, designed to promote fresh ideas and differing points of view.
Innovates to give clients an edge, assessing shifting risks and opportunities to build forward-looking solutions for investors.

Equal Opportunity

PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law.
Affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws.
The company also prohibits discrimination on other bases such as medical condition or marital status under applicable laws.
PIMCO is an Equal Employment Opportunity/Affirmative Action employer.
Provides reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures.
Applicants with difficulty using the online system due to a disability may contact 949-720-7744 to request an accommodation.