Account Manager FIG (Servicing)

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.

JOB DESCRIPTION

PIMCO is seeking an account manager for the U.S. Financial Institutions Group (FIG) client engagement team, focused primarily on insurance companies (i.e., life, property and casualty, health, diversified, and reinsurance). The position will reside in the PIMCO FIG Insurance and Bank Account Management team of 25+ investment professionals and associates.

The Account Manager plays an important and dynamic role that is based around the core responsibility of supporting PIMCO’s existing insurance client base and efforts to broaden our business footprint with our insurance partners. The successful candidate will partner closely with senior client engagement team leads and associates to create a best-in-class client experience that leads to the retention of existing client AUM, development of strategic partnerships and expansion of wallet share.

RESPONSIBILITIES

Support senior Account Managers in managing book of complex insurance client relationships

Master PIMCO insurance SMAs/LPs, investment philosophy, process, and client operations

Coordinate firm resources to on-board new accounts / mandates and drive efficiencies

Develop an understanding of insurance investor interests and how to translate that into solutions

Oversee portfolio events (e.g., benchmark changes, cash/security transfers) and guideline compliance

Act as proxy for portfolio managers in client communications on portfolios and market updates

Assist with all aspects of client meeting preparation, presentation development and logistics

Manage client deliverables and ensure coverage teams meet deadlines and exceed expectations

Supervise Account Associates in client reporting and presentation development

Prepare and present customized client analyses (e.g., asset allocation, attribution, model portfolios)

Contribute to creation of insurance thought leadership and manage client-specific investment events

Identify opportunities to cross sell other PIMCO products with particular emphasis on private credit

REQUIREMENTS AND QUALITIES

Strong mathematical, quantitative, and analytical abilities with exceptional attention to detail

Commercially savvy with strategic thinking and solid business acumen

Collaborative team player with high emotional intelligence and a humble, client-focused approach

Excellent project management and organizational skills to handle multiple client deliverables / deadlines

Clear and effective communicator, able to explain complex insurance, market, and portfolio concepts

Builds trust through confident, compelling written and verbal communication across client stakeholders

Deep expertise in public and private asset classes, emphasis on fixed income a core foundation

Understanding of PIMCO’s investment strategies and operational processes.

Proactive and hands-on in managing complex portfolio operations and resolving issues.

Desire to learn about insurance asset management including insurance regulatory framework

EDUCATION, EXPERIENCE, CREDENTIALS

Undergraduate degree from a leading institution with a strong academic record.

4-7 years prior asset management / investment banking / capital markets / consulting / actuarial / rating agency / insurance company experience.

Insurance industry knowledge is strongly preferred but not required

Must possess a four-year college degree with a preferred major of Business (Finance, Accounting), Economics, Mathematics, Computer Science, Engineering

MBA or Quantitative Master’s degree (e.g., global finance, financial engineering, data analytics) encouraged

Progress to achieving professional designations (e.g., CFA, CAIA, FSA, FRM)—or a commitment to seek upon joining

FINRA Licenses (7, 63, 3) or ability and willingness to acquire licenses, as needed

BENEFITS

PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and wellbeing of you and your family. These benefits include medical, dental and vision coverage from your first day of employment.

401k Savings and Retirement Plan

Work/Life Programs such as Fl…