Account Analyst, Swiss Team

Posted 2 Days Ago
Be an Early Applicant
2 Locations
Junior
Financial Services
The Role
The Account Analyst role at PIMCO involves supporting client servicing professionals, preparing client reports on performance and risk metrics, analyzing economic trends, and maintaining high service standards. Responsibilities include producing ad-hoc reports, automating reporting processes, and fostering client relationships, all performed in a fast-paced and detail-oriented environment.
Summary Generated by Built In

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.

Account Analyst’s serve a dynamic role based on the core responsibility of servicing PIMCO’s clients. The Analyst's primary responsibility is to support PIMCO’s client-servicing professionals to ensure delivery of the highest level of service to our clients. Account Analysts gather, analyse and discuss economic trends, support external reporting requirements, and deliver performance attribution analyses to account managers.

This position requires an analytical, detailed professional who can:

  • Accurately and efficiently prepare client reports spanning performance, trading activity, portfolio valuation and risk metrics.

  • Continually building understanding of underlying market factors to complete more qualitative, complex investment analyses.

  • Effectively utilize tools such as Excel spreadsheets, macros, and query tools, along with internet sites, both public and private. Bloomberg and/or Yieldbook knowledge is a plus.

  • Support the Account Management team through the provision of market and portfolio data.

  • Analyse Portfolio data including qualitative and quantitative performance attribution.

  • Handle ongoing automation of growing reporting requirements and streamlining of the reporting process.

  • Produce ad-hoc client & internal requests for information.

  • Maintain a commitment to quality and attention to detail; ensure that all work is delivered completed, accurately, and on time.

  • Actively listen and ask questions to determine and meet customer needs; go beyond normal job responsibilities to indirectly satisfy the customer

  • Flourish in a challenging, fast-paced, professional environment with frequent shifts in priorities as business needs dictate.

  • Have a strong sense of integrity, behaving consistently with expressed values and ethical principles of the firm.

  • Focus on specific goals, and demonstrate a sense of personal accountability and urgency for achieving results.

  • Foster a sense of teamwork, assisting others when needed/required.

  • Have the desire to contribute to and grow with the organization through a variety of developmental assignments (the nature of which will be based on available opportunities and actual performance in the current role)

Position Requirements:

Requirements:

  • Fluent German language skills are required for this role, Swiss-German skills are an advantage.

  • 1-2 years’ experience in financial services, ideally in a similar role

  • Graduate with a minimum 2:1 degree (or equivalent) at an accredited college or university.

Desired candidates should possess the following characteristics:

  • Demonstrated proficiency with Microsoft Excel and PowerPoint

  • Strong interest in the financial markets, macroeconomics, and investment finance

  • Ability to articulate ideas/strategies clearly, both verbally and in writing

  • Personable, ability to develop client relationships into strategic partnerships

  • Ethical, collaborative, organized, self-starter, accountable, flexibility to adapt in a changing environment.


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.

The Company
HQ: Newport Beach, CA
4,129 Employees
On-site Workplace
Year Founded: 1971

What We Do

PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives – regardless of shifting marketing conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions, and service to our clients.

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