Associate, Alternatives Consultant Specialist Team

Newport Beach, USA
Jul 07, 2022
Jul 13, 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
About Us:

We are PIMCO, a leading global asset management firm. We manage investments and develop solutions across the full spectrum of asset classes, strategies and vehicles: fixed income, equities, commodities, asset allocation, ETFs, hedge funds and private equity. PIMCO is one of the largest investment managers, actively managing more than $2.2 trillion in assets for clients around the world. PIMCO has over 3,070 employees in 22 offices globally. PIMCO is recognized as an innovator, industry thought leader and trusted advisor to our clients.

PIMCO is one of the world's premier fixed income investment managers with thousands of professionals around the world united in a single purpose: creating opportunities for our clients in every environment. Since 1971, we have brought innovation and expertise to our partnership with the institutions, financial advisors and millions of individual investors who entrust us with their assets. We aspire to cultivate performance and leadership through empowering our people, diversity of thought, and a commitment to an inclusive culture that engages in our global communities.

Position Description:

Position Overview
As an Associate on the Alternatives Consultant Specialist team, you will support the group's efforts in sales and servicing PIMCO's alternative products. You will act as an internal resource, respond to inquiries, and collaborate with the Consultant Relations Group (CRG) on internal alternative sales initiatives. This includes, but is not limited to, meeting preparation and follow-ups, briefing memos, CRM queries, pipeline and business reporting, questionnaire responses, monthly client performance reporting, assistance in ongoing investor operational due diligence requests and meetings, and special projects.
If you are entrepreneurial, proactive in problem-solving, and enjoy working with volumes of data, we would love to hear from you!

This role may be based in Newport Beach, CA, or New York, NY.

Key Relationships
  • PIMCO investment professionals, including Consultant Relations Account Managers, Relationship Managers, Alternative Product Strategists, and Portfolio Management
  • Prospects and Alternatives Consultants
  • Senior Leaders and Compliance Professionals
Primary Responsibilities
  • Learn our alternative products, sales cycle, and client servicing to be able to respond to client and prospect requests and help contribute to selling our alternatives products
  • Contribute to internal alternatives prospecting initiatives for the CRG team across our existing clients/prospects across channels
  • Expertly use tools such as Excel spreadsheets, macros, query tools, CRM/Perform, and external databases to find solutions to help improve existing sales/prospecting/business processes
  • Maintain and enhance business and sales pipeline reporting for CRG alternatives opportunities
  • Research competitors and industry trends to help CRG effectively position our alternative products
  • Build positive relationships with internal partners, including the Product Strategy Group, Relationship Managers, Compliance, and others
About You
  • Foster a sense of teamwork, assist others when needed/required, and be willing to refine the abilities to improve continually
  • Have a fundamental understanding of alternative investment strategies operational processes combined with a strong desire to learn more
  • Advanced communication skills, both written and verbal
  • Have a strong talent for both analyzing and communicating data in Excel and PowerPoint
  • Use effective time management skills to maintain a dedication to quality and attention to detail; ensuring that all work is completed accurately and on time
  • Thrive in an exciting, fast-paced, and professional environment with frequent shifts in priorities as business needs decide
  • Ability to navigate complexity and work organizationally across multiple stakeholder groups successfully

Position Requirements:

  • Minimum of a Bachelor's Degree, preferably in Business, Finance, Economics, Mathematics or Accounting
  • Progression toward CFA or CAIA designation is desirable
  • Completion of Series 3, 7, and 63 within the first three months of service required
  • At least two years of finance-related or alternative investor relations experience preferred, ideally in the fixed income or alternatives markets, with some knowledge of the sales process, and client service
  • Ideal candidates are familiar with alternatives products


PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and well-being of you and your family. Benefits vary by location but may include:
  • Medical, dental, and vision coverage
  • Life insurance and travel coverage
  • 401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employment
  • Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs
  • Community involvement opportunities with The PIMCO Foundation in each PIMCO office
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