Monday, November 12, 2012

Account Analyst, Newport Beach, CA

Contact:
Hugo Ortiz Company or Recruiter Name:
Pacific Investment Management Company (PIMCO) Phone Number:
(949) 720-7744 *Email:
Click here to enter text. *Job Title:
Account Analyst Job Number:
Job #12902 *Job Location:
Newport Beach, CA Level/Salary Range:
Click here to enter text. *Job Description

ROLE AND RESPONSIBILITIES
ROLE OF THE ACCOUNT ANALYST THE ACCOUNT ANALYST WITHIN PIMCO’S ACCOUNT ASSOCIATE GROUP SERVES A UNIQUE AND DYNAMIC ROLE THAT IS BASED AROUND THE CORE RESPONSIBILITY OF SERVICING PIMCO’S INSTITUTIONAL CLIENTS. THE INDIVIDUALS THAT MAKE UP THIS TEAM WORK WITHIN THE BROADER ACCOUNT MANAGEMENT GROUP TO ENSURE DELIVERY OF THE HIGHEST LEVEL OF SERVICE TO CLIENTS. THE PRIMARY RESPONSIBILITY OF THE ANALYST IS TO WORK ALONGSIDE ACCOUNT MANAGERS IN GATHERING, ANALYZING, AND DISCUSSING ECONOMIC AND FIXED INCOME TRENDS, EVALUATING PORTFOLIO STRUCTURES, AND DELIVERING ATTRIBUTION ANALYSES TO OTHER INVESTMENT PROFESSIONALS AND CLIENTS. IN ADDITION TO CLIENT SERVICING RESPONSIBILITIES, MOST MEMBERS OF THE GROUP PARTICIPATE IN THE CHARTERED FINANCIAL ANALYST (CFA) PROGRAM THROUGH THE CFA INSTITUTE.

MAJOR RESPONSIBILITIES •GATHER, ANALYZE, AND DISCUSS MARKET TRENDS AND DATA WITH COLLEAGUES AND CLIENTS •TRANSLATE PORTFOLIO CHARACTERISTICS INTO BROADER INVESTMENT THEMES •EVALUATE RISK REPORTS, PERFORM ATTRIBUTION RESEARCH AND CONDUCT SCENARIO ANALYSES •CREATE CUSTOMIZED CLIENT REPORTS AND RESPOND TO AD-HOC INQUIRIES •DRAFT INTERNAL PRESENTATIONS AND PREPARE CLIENT-SERVICING MATERIALS •SUMMARIZE AND EXPLAIN COMPLEX FINANCIAL AND ECONOMIC CONCEPTS TO EDUCATE CLIENTS

KEY RELATIONSHIPS •PIMCO INVESTMENT PROFESSIONALS INCLUDING OTHER MEMBERS OF THE ACCOUNT MANAGEMENT GROUP, PRODUCT MANAGERS AND ASSOCIATES, AND PORTFOLIO MANAGERS AND TRADE ASSISTANTS •CURRENT AND PROSPECTIVE CLIENTS

POSITION REQUIREMENTS
•DEMONSTRATED PROFICIENCY WITH MICROSOFT EXCEL AND STRONG KNOWLEDGE OF SOFTWARE APPLICATIONS IN GENERAL, INCLUDING BUT NOT LIMITED TO INDEX-PROVIDER DATABASES, QUERY TOOLS AND BLOOMBERG. •OUTSTANDING RELATIONSHIP BUILDING SKILLS •ABILITY TO ARTICULATE CLEAR IDEAS/ANALYSES BOTH VERBALLY AND IN WRITING •KNOWLEDGE OF FIXED INCOME SECURITIES AND PORTFOLIO MANAGEMENT TECHNIQUES
2
•FINANCE/CAPITAL MARKETS COURSEWORK IS PREFERRED •WORK EFFECTIVELY WITH ALL LEVELS OF PERSONNEL AS PART OF A TEAM AND AS A SELF-STARTER •EXCELLENT TIME-MANAGEMENT, MULTI-TASKING, ORGANIZATION AND COMMUNICATION SKILLS •CLEAR COMMITMENT TO PIMCO'S CULTURE, VALUES AND APPROACH •IDEAL CANDIDATES SHOULD HAVE 0-2 YEARS OF EXPERIENCE IN THE FINANCIAL SERVICES INDUSTRY. COLLEGE INTERNSHIPS IN FINANCIAL, CLIENT-ORIENTED ROLES AND STRONG INTEREST IN FIXED INCOME AND ECONOMICS IS PREFERRED. PIMCO IS AN EQUAL OPPORTUNITY EMPLOYER
ADDITIONAL NOTES
TO APPLY FOR THIS JOB, UPLOAD YOUR RESUME AND ANSWER THE QUALIFYING QUESTIONS TO JOB #12902 – ACCOUNT ANALYST LOCATED IN NEWPORT BEACH, CA
Link to job posting:
http://www.pimco.com/EN/Careers/Pages/ExperiencedHires.aspx

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