Account Analyst/Associate - Consultant Relations Group (CRG)
Account Analyst/Associate - Consultant Relations Group (CRG)

Account Analyst/Associate - Consultant Relations Group (CRG)

Full-Time 30000 - 40000 £ / year (est.) No home office possible
CFA Institute

At a Glance

  • Tasks: Support client servicing and sales professionals by analysing economic trends and preparing detailed reports.
  • Company: Join PIMCO, a global leader in active fixed income with a high-performance inclusive culture.
  • Benefits: Competitive salary, professional development, and a commitment to diversity and inclusion.
  • Why this job: Make an impact in finance while growing your analytical skills in a dynamic environment.
  • Qualifications: 1-3 years of experience in finance or related fields; strong analytical and Excel skills.
  • Other info: Opportunities for career growth and a supportive team culture.

The predicted salary is between 30000 - 40000 £ per year.

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 Analysts/Associates serve a dynamic role based on the core responsibility of servicing PIMCO’s clients. The primary responsibility is to support PIMCO’s client-servicing and sales professionals to ensure delivery of the highest level of service to our clients also partnering with PIMCO's other investment professionals. Within the role you will gather, analyse and discuss economic trends, support external reporting requirements, and deliver performance attribution analyses to Account Managers.

Account Analysts use computer applications to prepare detailed portfolio risk reports, accounting reports and other weekly, monthly and quarterly client reports as well as assist with various management initiatives and responsibilities. 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 build understanding of underlying market factors to complete more qualitative, complex investment analyses.
  • Effectively utilise 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.

Position Requirements:

  • 1-3 years of experience considered. Hiring level will be determined through the interview process.
  • Experience working with or for an Investment/Pensions Consultancy advantageous.
  • Preference for University Master’s Degree with an emphasis in Finance and Economics or a related, quantitative/analytical field from an accredited, business school or university, or other equivalent Advanced Degree.
  • Progression toward a CFA (desirable not essential).

PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion, sex, sexual orientation, gender, age, military or veteran status, disability, or any factor prohibited by law, and affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable laws.

PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures.

Account Analyst/Associate - Consultant Relations Group (CRG) employer: CFA Institute

PIMCO is an exceptional employer that fosters a high-performance inclusive culture, where diverse thinking is celebrated and employees are empowered to grow. With a strong commitment to professional development and collaboration, PIMCO offers its Account Analysts the opportunity to engage in meaningful work while leveraging their analytical skills in a dynamic environment. The firm’s dedication to excellence and ethical principles ensures that employees feel valued and supported in their career journeys.
CFA Institute

Contact Detail:

CFA Institute Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Account Analyst/Associate - Consultant Relations Group (CRG)

✨Tip Number 1

Network like a pro! Reach out to current or former employees at PIMCO on LinkedIn. Ask them about their experiences and any tips they might have for landing the Account Analyst role. Personal connections can give you insights that no job description can.

✨Tip Number 2

Prepare for the interview by brushing up on your analytical skills. Be ready to discuss how you would handle real-world scenarios related to client servicing and performance analysis. Show us you can think on your feet and tackle challenges head-on!

✨Tip Number 3

Don’t just focus on your qualifications; highlight your soft skills too! PIMCO values collaboration and teamwork, so be sure to share examples of how you've worked well with others in past roles. We want to see your personality shine through!

✨Tip Number 4

Apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in joining PIMCO. Make sure to tailor your application to reflect the values and skills mentioned in the job description.

We think you need these skills to ace Account Analyst/Associate - Consultant Relations Group (CRG)

Analytical Skills
Attention to Detail
Excel Spreadsheets
Performance Attribution Analysis
Portfolio Valuation
Risk Metrics Analysis
Bloomberg Knowledge
Yieldbook Knowledge
Data Analysis
Client Reporting
Communication Skills
Teamwork
Problem-Solving Skills
Adaptability
Integrity

Some tips for your application 🫡

Tailor Your Application: Make sure to customise your CV and cover letter for the Account Analyst role. Highlight your analytical skills and any relevant experience in finance or economics, as this will show us you understand what we're looking for.

Showcase Your Skills: Don’t forget to mention your proficiency with tools like Excel, Bloomberg, or Yieldbook. We want to see how you can leverage these skills to support our client servicing and reporting needs.

Be Detail-Oriented: Since attention to detail is key in this role, make sure your application is free from typos and errors. This reflects your commitment to quality, which is something we value highly at StudySmarter.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!

How to prepare for a job interview at CFA Institute

✨Know Your Numbers

As an Account Analyst, you'll be dealing with a lot of data. Brush up on your financial metrics and be ready to discuss how you would analyse portfolio performance. Familiarise yourself with key terms like risk metrics and performance attribution, as these will likely come up in conversation.

✨Showcase Your Tech Skills

PIMCO values proficiency in tools like Excel and Bloomberg. Be prepared to talk about your experience with these applications, and if possible, demonstrate your skills. Maybe even bring a sample report you've created to showcase your ability to handle complex data.

✨Understand the Market Landscape

Research current economic trends and how they impact fixed income markets. Being able to discuss recent developments or shifts in the market will show that you're proactive and knowledgeable, which is crucial for the role.

✨Emphasise Teamwork and Communication

PIMCO values collaboration, so be ready to share examples of how you've worked effectively in teams. Highlight your ability to listen actively and ask questions to meet client needs, as this aligns with their commitment to high-quality service.

Account Analyst/Associate - Consultant Relations Group (CRG)
CFA Institute

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