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US Institutional - Client Management Account Managers are investment professionals who have a broad range of responsibilities across Institutional client types.
These responsibilities include:
Educating clients about a broad set of investment strategies and building relationships across client organizations
Positioning client solutions in the context of client needs and market backdrop
Collaborating across PIMCO investment professionals, including Product Strategists and Portfolios Mangers
Providing information about performance attribution, market performance and macroeconomic conditions
Outlining the firm's current outlook and strategy
An account manager specializes in the following areas and requires strong collaboration across groups :
US Institutional Team : Responsible for fostering , growing and strengthening relationships with large institutional investors such as pension funds, endowments, foundations, and single family offices.
Desired candidates should possess the following characteristics: 1. Ethical, collaborative, organized, flexible, high-energy, self-starter, accountable. 2. Ability to articulate ideas/strategies/views clearly verbally, in writing, and during presentations 3. Personable and credible, ability to influence and develop client relationships into strategic partnerships 4. Passion for financial markets, macroeconomics and investment strategy 5. Strong analytical abilities; capacity to blend the quantitative with the qualitative. Able to listen to client needs and forge solutions.
Relevant experience in financial markets or macro related field, 1-2 years post MBA preferred
MBA degree with an emphasis in Finance and Economics or a related, quantitative/analytical field from an accredited, leading business school or university, or other equivalent Advanced Degree as it relates to the position
Chartered Financial Analyst (CFA) designation, or willingness to pursue immediately upon joining
Series 7, 63, 3, and other applicable licenses, or ability to obtain immediately upon joining
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