Consultant Relations Associate (New York, NY)

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

New York, NY

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.