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Consultant Relations Associate

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Pimco

2mo ago

  • Job
    Full-time
    Junior & Mid Level
  • Business, Operations & Strategy
  • Newport Beach
  • Quick Apply

AI generated summary

  • You should have a relevant Bachelor’s degree, 2-4 years in finance, strong Excel/PowerPoint skills, excellent communication, a client service mindset, and a focus on fixed income and teamwork.
  • You will engage consultants, provide market insights, support product interactions, collaborate with teams, and participate in meetings to enhance service and drive sales.

Requirements

  • Minimum of a Bachelor’s Degree, preferably in Business/Finance, Economics, or Accounting. Progress toward the CFA designation, Series Exams, and/or an advanced degree program is a plus.
  • Minimum 3.2 overall GPA.
  • 2-4 years of experience in financial services, asset management, investment banking, investment consulting, or accounting.
  • Strong background and/or interest in fixed income and economics is important. Ideal candidates are familiar with fixed income instruments and the economic underpinnings of the fixed income asset class.
  • Fundamental understanding of investment strategies combined with a strong desire to learn more.
  • Intermediate Excel and PowerPoint skills; ability to run macros, leverage query tools, CRM, proprietary attribution and performance systems, and external databases to automate and streamline tasks.
  • Strong client service mindset and a sense of urgency when responding to internal and external requests.
  • Exceptional communication skills, both written and verbal.
  • Effective time management skills to maintain a commitment to quality and attention to detail; ensure that all work is completed accurately and on time.
  • Foster a sense of teamwork, assisting others when needed.
  • Ability to flourish in a challenging, fast-paced, and professional environment with frequent shifts in priorities as business needs dictate.
  • Strong sense of ethics and integrity, aligning with PIMCO’s values and ethical principles.
  • Focus on specific goals and demonstrate a sense of personal growth, accountability, and urgency for achieving results.

Responsibilities

  • Establish an understanding of the needs of our consultants and regularly provide relevant market insight, product information, investment ideas and sales support.
  • Be capable of substantial consultant interaction – phone, e-mail, meetings, - to give consultants PIMCO touches and urgently turn-around requests.
  • Learn focus products and help the search process by interacting with Product Strategy, Compliance, Legal, Channel Account Managers, and many other teams.
  • Contribute to the team by participating in team meetings, engaging colleagues across different PIMCO functions, participating and leading working groups, sharing best practices, fully leveraging continuous coaching and training, etc.

FAQs

What is the primary responsibility of the Consultant Relations Associate?

The primary responsibility of the Consultant Relations Associate is to support the relationship coverage team, working closely with other internal groups to deliver timely information on PIMCO’s investment products and capabilities.

What qualifications are required for this position?

A minimum of a Bachelor’s Degree in Business/Finance, Economics, or Accounting is required, along with 2-4 years of experience in financial services, asset management, investment banking, investment consulting, or accounting.

Is there a specific GPA requirement for applicants?

Yes, a minimum overall GPA of 3.2 is required for applicants.

What kind of experience is preferred for this role?

Candidates should have a strong background and/or interest in fixed income and economics, with familiarity with fixed income instruments and investment strategies.

Are there any certifications or designations that would be beneficial for applicants?

Progress toward a CFA designation, Series Exams, and/or an advanced degree program is considered a plus for candidates.

What skills are important for the Consultant Relations Associate role?

Important skills include exceptional organizational abilities, strong communication skills (both written and verbal), intermediate Excel and PowerPoint skills, and the ability to manage multiple projects.

What is the expected salary range for this position?

The salary range for the Consultant Relations Associate position is $105,000.00 - $115,000.00.

How does PIMCO reward its employees?

PIMCO follows a total compensation approach, which includes a base salary and a discretionary bonus based on performance, company, business, team, and individual contributions.

What values does PIMCO emphasize in its workplace culture?

PIMCO emphasizes collaboration, openness, responsibility, and excellence as part of its CORE values, promoting a high-performance inclusive culture.

Is there support for applicants with disabilities?

Yes, PIMCO provides reasonable accommodations for qualified individuals with disabilities in the job application process.

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Pimco

Through changing markets & changing times, PIMCO has been a global leader in active fixed income for 50+ years.

Finance
Industry
1001-5000
Employees
1971
Founded Year

Mission & Purpose

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