Consultant Relations Associate

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

We are seeking a Consultant Relations Associate to join our Client Management Americas Consultant Relations Group (CRG). Our team is dedicated to managing relationships with global investment consultants. As an Associate, your main responsibility will be to support the relationship coverage team, working closely with other internal groups to deliver timely information on PIMCO’s investment products and capabilities. Additional duties include preparing for meetings, drafting briefing memos, managing pipelines, and developing presentation materials. A successful Associate will be entrepreneurial, proactive in problem-solving, and possess excellent communication skills.

Location

Newport Beach, CA

About You

If the following qualities resonate with you, we encourage you to apply for this exciting opportunity.  At PIMCO, we offer a dynamic work environment where you will have the chance to make a meaningful impact:

• Exceptional Organizational Skills and Resourcefulness: You excel in managing multiple projects with outstanding organizational and project management abilities. Your critical thinking skills enable you to solve complex problems creatively and resourcefully. You are self-motivated, committed to excellence, and demonstrate strong attention to detail, along with excellent interpersonal and communication skills.

• Adaptability and Collaboration: You thrive in dynamic, fast-paced environments, adept at navigating shifting priorities and ambiguity. Collaboration is key to your approach, as you build positive relationships and work effectively across diverse teams. Your emotional intelligence, adaptability, and resilience equip you to manage unstructured processes and demanding responsibilities successfully.

• Integrity and Continuous Learning: Your actions reflect high ethical standards and integrity, earning you credibility and trust. As an intellectually curious individual, you are dedicated to professional development and staying abreast of industry trends.

Responsibilities

This position requires an analytical, client service focused professional who can:

• 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. 

Position 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.

PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.

Salary Range: $ 105,000.00 - $ 115,000.00

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.