About the Role
PIMCO is seeking an Account Manager to join their Institutional Corporate Client Group. This role is designed for recent MBA graduates (within the last 5 years) aiming for a career in institutional client coverage at a leading global asset manager. The Account Manager will represent PIMCO to clients, deliver investment solutions, and support senior team members in managing sophisticated institutional clients. The role emphasizes learning, mentorship, and professional development, with increasing opportunities for direct client interaction over time.
Responsibilities
- Partner closely with 5–6 senior Account Managers to support relationships with large institutional clients, including retirement plan staff, treasury teams, and investment committees.
- Drive preparation for client meetings, including development of tailored investor materials such as performance updates, market commentary, thought leadership pieces, and strategic investment narratives.
- Translate macroeconomic themes, portfolio positioning, and investment strategies into clear, well-structured client-ready content.
- Serve as a central coordination of client activity, managing requests and ensuring timely, accurate execution and follow-through.
- Partner with investment teams to prepare for client meetings, quarterly reviews, and strategic portfolio discussions.
- Support a high volume of deliverables across multiple mandates, maintaining consistency, quality, and attention to detail under tight timelines.
- Assist with RFIs/RFPs, client reporting, and materials that support both client retention and new business opportunities.
- Refine and adapt client communications related to PIMCO strategies, performance attribution, and product capabilities, ensuring clarity and consistency across deliverables.
- Coordinate across investment, product, operational, and client-facing teams to align messaging and deliver a seamless client experience.
- Contribute to positioning efforts across strategies and opportunities by helping synthesize firm capabilities, investment insights, and competitive context.
Requirements
- Bachelor’s degree required; preferred fields include Business, Finance, Economics, Accounting, Engineering, or other quantitative disciplines.
- MBA completed within the last 5 years required.
- 3-7 years of professional experience preferred, ideally in roles requiring strong execution, client service and analytical rigor (e.g., financial services, consulting, or related environment).
- Foundational understanding of fixed income markets and core investment concepts.
- Ability to follow performance attribution and interpret portfolio-level insights.
- Familiarity with investment products, securities types, and client reporting frameworks is a plus.
- Progress toward CFA designation is viewed favorably.
- Willingness to travel for client meetings, conferences, and internal engagements.
- Series 7, 63, 3, and other applicable licenses required, or ability to obtain within 90 days of start.
- Clear motivation to build a long-term career in investor relations and institutional client coverage.
- Demonstrated execution orientation, with the ability to manage multiple workstreams and deliver high-quality output under tight timelines.
- Highly organized, collaborative, and client‑service oriented, with strong ownership and accountability for deliverables.
- Professional presence and judgment, with the ability to engage or present credibly to clients and senior stakeholders.
- Exceptional written and verbal communication skills, including the ability to distill complex investment concepts into clear, structured messaging.
- Ability to work cross‑functionally with investment, product, operational, and client‑facing teams.
- Strong analytical mindset, with intellectual curiosity around financial markets and investing.
- Strong judgment and self-awareness, with a collaborative approach and alignment to PIMCO’s values of openness, accountability, and teamwork.
Skills
- Client relationship management
- Business development
- Investment solutions
- Fixed income markets
- Client coverage
- Communication skills
- Judgment
- Client-centric mindset
- Team-oriented environment
- Execution
- Client service
- Analytical rigor
- Performance attribution
- Portfolio-level insights
- Investment products
- Securities types
- Client reporting frameworks
- Written communication
- Verbal communication
- Analytical mindset
- Intellectual curiosity
- Collaboration
- Openness
- Accountability
- Teamwork
Location
- New York, NY
Work Type
- Full-time
Experience Level
- 3-7 years
Education Level
- MBA
- Bachelor's degree
Salary/Compensations
- $205,000.00 - $240,000.00
Benefits
- Base salary
- Discretionary bonus
About the Company
- PIMCO is a global leader in active fixed income with deep expertise across public and private markets.
- We invest our clients’ capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets.
- Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
- Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking.
- We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence.
- We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
- We believe that active management is the responsible way to invest our clients' assets in fixed income.
- For 50 years, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting market conditions.
- Our clients rely on an investment process that has been tested in virtually every market environment.
- Bringing together our investment professionals from across the globe, PIMCO's investment process is designed to promote fresh ideas and differing points of view.
- We innovate to give our clients an edge.
- Innovation has long been part of the fabric of PIMCO’s culture.
- Explore how we assess 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, and as such 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 basis such as medical condition, or marital status under applicable laws.
- PIMCO is an Equal Employment Opportunity/Affirmative Action employer.
- We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures.
- If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
