About Us:
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.
Position Description:
PIMCO Product Strategists are investment professionals that specialize in a strategy area or market sector. They are recognized internally and externally as experts in their areas. Strategists at PIMCO lead new business development efforts; focus on long-term strategic positioning, while seeking to capture near-term demand opportunities. Strategists seek to position PIMCO for sustained high growth rates and attractive levels of profitability, diversifying PIMCO's business by product, investor type, and region. Strategists use their highly specialized knowledge to lead all strategic aspects of that strategy area, akin to running a focused global business unit within PIMCO. Typical Product Strategist teams are 3 to 7 people in size, split between senior Product Strategists and junior Product Associates and Analysts who provide reporting and analytical support.
PIMCO's Real Return business has more than $90 billion in assets under management (representing over $350 million in revenue) spanning inflation-linked bonds, commodities, REITs, multi real assets and target date funds. These products are available via public funds, private funds and separate account mandates and can incorporate a degree of customization to help investors meet varying needs such as preserving capital, long-term capital growth, generating income and improving overall portfolio diversification and/or inflation sensitivity.
PIMCO is seeking an experienced Real Return Strategist to join its team in Newport Beach. The person filling this position will be expected to effectively grow our commodities and multi-real asset businesses. He/she should also identify and pursue new business opportunities and expand the reach of PIMCO's Real Return businesses while building collaborative internal relationships with PIMCO colleagues.
Responsibilities:
- Represent PIMCO's real asset strategies to a range of institutional and wealth clients along with consultants and intermediary clients to drive business development
- Accompany client facing professionals in client meetings acting as the portfolio management team's proxy and proficient in detailing investment strategy, performance, and individual investment rationale
- Work with investors and their advisors to identify and assess investment needs and recommend suitable investment strategies and solutions
- Develop a strong partnership with the portfolio management and analyst teams in order to be a credible and highly effective PM substitute, serving as the product expert to relationship managers and marketers
- Develop marketing, servicing and educational materials, including marketing and servicing presentations, monthly commentaries, quarterly investor reports, white papers, and other materials for publication
- Develop and execute a business plan designed to increase revenue growth
- Collaborate with marketing, client facing, consultant relations and other functional groups to implement the business plan
- Identify demand for new products; develop, position and support those products
- Partner with client-facing PIMCO professionals to service and grow our business globally
Position Requirements:
- 5+ years of relevant work experience in asset management or sell-side industry
- An MBA degree with an emphasis in Finance and Economics or an equivalent advanced degree
- Robust understanding of macroeconomics, fundamentals of asset classes such as fixed income, commodities and currencies
- Ideally, deep expertise of commodity (including carbon) markets and investment strategies and experience with multi-real asset portfolios is a plus
- Enthusiasm for the financial markets and investment management. Aptitude in analyzing and communicating portfolio strategy and risk factors
- Understanding of the various channels of demand and distribution for Real Return products
- Exceptional verbal and written communication skills. Aptitude for public speaking in both formal and informal settings, in front of a variety of types and sizes of audiences
- Entrepreneurial drive to build a business coupled with the ability to be a cooperative team player
- High level of organizational skills and the ability to prioritize work according to business needs
- Clear commitment to PIMCO's culture, values and investment approach
- CFA and/or CAIA desired
Benefits:
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
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