Account Analyst – Latin America

Account Analyst Latin America - PIMCO

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.

Position Description

The Account Associate Group serves a unique and dynamic role, focusing on servicing PIMCO’s Latin America institutional and retail clients. As an Account Analyst (AA), you will collaborate with various groups across PIMCO to ensure the highest level of service delivery to our clients. Working closely with a dedicated relationship team in Account Management, you will support business development initiatives and drive sales efforts with our clients.

This position offers a fantastic opportunity for individuals aspiring to build a long-term career with PIMCO, with potential pathways to serve clients and the firm in various capacities over time. Many dedicated AAs have successfully transitioned into account management, strategic accounts, and client-facing roles in other distribution channels, while others have achieved CFA, CIMA, CAIA, and other industry designations with firm support.

Key Relationships

• PIMCO Investment Professionals including other members of the Account Management Group, Product Managers and Associates, and Portfolio Managers and Trade Assistants.
• PIMCO Fund Operations Group
• Current and prospective clients.

About You

If you identify with the following qualities, we encourage you to apply for this exciting opportunity at PIMCO. We offer a dynamic work environment where you can make a meaningful impact:

• Relationship-Builder: You excel at building relationships, paying attention to details, and have a passion for financial markets and client service.
• Collaborative: You foster positive relationships with clients, colleagues, and external stakeholders through a collaborative work style.
• Emotionally Intelligent: You possess high emotional intelligence, adaptability, and resilience.
• Organized & Efficient: Your exceptional organizational and project management skills enable you to manage multiple various initiatives simultaneously.
• Trustworthy: You demonstrate credibility and integrity, characterized by consistent behavior and high ethical standards.
• Curious & Driven: Your intellectual curiosity fuels your dedication to professional development and staying informed about emerging trends.
• Problem Solver: You approach complex issues with a critical and empathetic mindset, finding creative solutions.
• Self-Motivated: You are detail-oriented and consistently deliver on responsibilities with a focus on client needs, teamwork, and effective communication.
• Adaptable: You thrive in fast-paced environments, adjusting to shifting priorities and working effectively with ambiguity.
• Versatile: You navigate unstructured processes and manage multiple demanding responsibilities with ease.
• Aligned with PIMCO’s Values: You embody PIMCO's values of Collaboration, Openness, Responsibility, and Excellence, guiding our commitment to delivering the best for our clients and each other.

Responsibilities

The key responsibilities include, but are not limited to:

Institutional Account Analysts

• Gather, analyze, and discuss market trends and data with colleagues and clients.
• Analyze portfolio characteristics in the context of broader investment themes.
• Evaluate risk reports, perform attribution research, and conduct scenario analysis.
• 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 and service existing and prospective relationships.

Retail Account Analysts

• Provide product information and sales support to Latin American financial advisors.
• Identify new business development opportunities, drive marketing/sales campaigns, and close business.
• Develop and maintain a variety of materials to support new business development, existing business, and other specific product management initiatives and responsibilities.
• Manage and build relationships with financial advisor as well as maintain and manage the CRM system.
• Provide current insights regarding the firm’s and product-specific investment philosophy, process, strategy, performance, and other relevant information directly or indirectly to clients and prospective clients.

Position Qualifications

• Bachelor’s Degree required
• A minimum 3.2 overall GPA
• 0-2 years of experience, preferably in the financial services industry, and a strong interest in fixed income and economics. College internships in finance, client-oriented roles are preferred.
• Proficiency in both English and Spanish, with strong written and verbal communication skills in both languages.
• Completion of Series 7 and 63 within the first six (6) months of employment.
• Knowledge of and interest in the financial markets, fixed income, and portfolio management techniques.
• Demonstrated proficiency in Microsoft Word and Excel, including strong knowledge of software database applications such as index-provider databases, query tools, and Bloomberg.
• Self-starter with the ability to work in a demanding and highly focused environment.
• Exceptional analytical and problem-solving skills, both quantitative and qualitative. Experience in data analysis is highly desirable.
• Outstanding relationship building skills and intellectual curiosity.
• Strong written and verbal communication skills, with excellent attention to detail, enabling effective collaboration with all levels of colleagues across the organization.
• Outstanding organizational, time management, and project management abilities, with the capacity to prioritize multiple projects and meet deadlines in a demanding and dynamic environment.

Key Skills/Competency

• Fixed Income Analysis
• Client Relationship Management
• Financial Markets Knowledge
• Portfolio Analysis
• Risk Management
• Sales Support
• Business Development
• Data Analysis
• Spanish Language Proficiency
• Microsoft Excel