Account Analyst - Global Wealth Management (GWM)

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

• Account Analyst will focus on supporting the client servicing, business development and relationship management effort with Global Wealth
• Management clients in Taiwan. The position is based in Taipei and is viewed as an important component of the support network required to build
• out PIMCO’s franchise.
• The role will be involved to drive the business with distribution channel, including banks, insurance companies, and security houses, etc. and
• deepen PIMCO’s distribution network in Taiwan.
• RESPONSIBILITIES
• Develop sufficient knowledge of fixed income securities, portfolio management techniques and macro expertise and cultivate additional key
• PIMCO investment professional skills
• Accurately and efficiently prepare client reports spanning performance, portfolio exposure and risk metrics. Analyse portfolio data including
• qualitative and quantitative performance attribution. Continually build understanding of underlying market factors to complete more
• qualitative, complex investment analyses
• Accurately and efficiently prepare client reports and respond to client queries on portfolio performance, risk metrics, marketing material
• requests and the planning of events / road shows
• Support the Account Managers through the provision of market, product and portfolio data.
• Effectively utilize tools such as Excel spreadsheets, macros, and query tools, along with internet sites, both public and private. Knowledge of
• Bloomberg and/or other index providers such as Bloomberg Barclays are a plus.
• Analyze portfolio characteristics in the context of broader investment themes and explain portfolio data including qualitative and quantitative
• performance attribution.
• Pay significant attention to detail to ensure that work is delivered accurately and in a timely manner.
• Communicate effectively with clients and colleagues demonstrating a ‘goes the extra mile’ attitude in internal and external interactions.
• Frequently shifts priorities demonstrating the ability to efficiently manage their time.
• Focus on specific goals, and demonstrate a sense of personal accountability and urgency for achieving results.
• Foster a sense of teamwork by assisting others when needed/required.
• Makes a strong commitment to PIMCO’s culture, values and approach.

Position Requirements

The GWM AA must meet one of the following six alternative requirements:

• Be a Qualified Investment Analyst,
• Passed an examination for business persons of securities investment trust and consulting enterprise,
• Passed a senior securities specialist examination,
• Have 1 year or more of work experience serving as a manager of domestic or foreign funds,
• Have passed the examination for trust business held by the Trust Association and have passed the examination held by the Securities Investment Trust & Consulting Association regarding securities investment trust and consulting regulations, or
• Be a graduate of a domestic or foreign university and have served for 3 years or more as a business person of one or more securities or futures institutions or trust enterprises.

Desired Personal Characteristics

• Outstanding Mandarin and English communication skills – both written and verbal
• Self-confident, robust, decisive, trustworthy and with excellent judgement on client matters
• Entrepreneurial and a self-starter, but able to operate in a team environment
• Innovative thinker able to bring forward and promote new ideas and initiatives, among peers and investors
• Able to demonstrate a passion for / deep interest in investment management
• Likes to spend most of their time with clients rather than office bound. Focused but high levels of prospect/client activity is a key success
• factor for this role. Flourish in a challenging, fast-paced, professional environment with frequent shifts in priorities as business needs dictate.
• Commitment to quality and attention to detail.
• Strong sense of integrity, behaving consistently with expressed values and ethical principles of the firm.

Education/Certifications:

• Bachelor or advanced degree in Finance or Economics or relevant curriculum.
• Regulatory certificate in relevant jurisdiction
• Prepared to make progress towards attaining the CFA designation.

Ideal Experience:

• 0 to 2 years of relevant experience, preferably from the within the investment or wealth management industry.
• Collegiate team player, experienced and comfortable in an international operating environment.
• Can demonstrate an understanding of economics, capital markets and investment concepts.
• Possesses the language skill appropriate to the region (native fluency both in Mandarin & English is preferred).

Equal Employment Opportunity and Affirmative Action Statement

PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.

Applicants with Disabilities

PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.