Account Associate GWM

1 month ago


Shanghai, China PIMCO Full time

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.

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 Associate support PIMCO China’s account management (client servicing) activities, which include

Assisting Account Managers in marketing and developing the products. Providing Account Managers with reporting, data retrieval, and research/analysis support with the objective of leveraging Account Manager resources and enhancing client service. Creating new or revised management reports utilizing internal and external database applications for clients, consultants, and Account Managers. Preparing client presentation materials, facilitating the set-up of new client accounts, preparing performance attribution reports and RFP. Assisting Account Managers in all aspects of client service. Localizing global thought leadership content, investment strategy and product promotion materials. Liaising with marketing team in support of client engagement activities including webcasts, roundtables, conferences and events.

QUALIFICATIONS

Advanced applications skills such as MS Excel, Word and PowerPoint (Good working knowledge of Excel macros is a plus) Good quantitative ability Internship experience in the front office of financial servicing firm(s) is preferable. Good Chinese and English language skills both in writing, reading and speaking Four years college degree Excellent communication skills Knowledge of Fixed Income and products, preferred Ability to work effectively and professionally with all levels of personnel, both internally and externally Self-starter

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