Account Manager FIG (Servicing)

On Site Full TimeCalifornia, United StatesPIMCO

PIMCO is seeking an Account Manager for the U.S. Financial Institutions Group (FIG) client engagement team, focused primarily on insurance companies. The position will support senior Account Managers in managing complex insurance client relationships and drive business growth.

Requirements

  • Support senior Account Managers in managing book of complex insurance client relationships
  • Master PIMCO insurance SMAs/LPs, investment philosophy, process, and client operations
  • Coordinate firm resources to on-board new accounts / mandates and drive efficiencies
  • Develop an understanding of insurance investor interests and how to translate that into solutions
  • Oversee portfolio events (e.g., benchmark changes, cash/security transfers) and guideline compliance
  • Act as proxy for portfolio managers in client communications on portfolios and market updates
  • Assist with all aspects of client meeting preparation, presentation development and logistics
  • Manage client deliverables and ensure coverage teams meet deadlines and exceed expectations
  • Supervise Account Associates in client reporting and presentation development
  • Prepare and present customized client analyses (e.g., asset allocation, attribution, model portfolios)
  • Contribute to creation of insurance thought leadership and manage client-specific investment events
  • Identify opportunities to cross sell other PIMCO products with particular emphasis on private credit

Benefits

  • Medical, dental and vision coverage
  • 401k Savings and Retirement Plan
  • Work/Life Programs such as Flexible Work Arrangements, Parental Leave & Support, Employee Assistance Plan, and Educational/CFA Certification Reimbursement Programs
  • Community involvement opportunities with The PIMCO Foundation

To apply for this job please visit jobs.workable.com.


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