Posted:
7/25/2024, 5:00:00 PM
Location(s):
Quebec, Canada ⋅ Toronto, Ontario, Canada ⋅ Montreal, Quebec, Canada ⋅ Ontario, Canada
Experience Level(s):
Mid Level ⋅ Senior
Field(s):
Sales & Account Management
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.
Position Description
Account Managers are investment professionals whose broad range of responsibilities include adding new clients to PIMCO, monitoring portfolios and communicating strategies, providing information about performance attribution, market performance and macroeconomic conditions, outlining the firm’s outlook and strategy, developing investment objectives, and educating clients about a broad set of investment strategies, products, and services.
As an Account Manager, you will join a team responsible for both accelerating the growth of our institutional client base and strengthening client relationships with institutional investors in Canada.
Location
Toronto or Montreal
Responsibilities
An Account Manager on our Canadian institutional team is responsible for executing investor specific growth plans. Responsibilities include, but are not limited to:
Drive sales across the full spectrum of PIMCO investment solutions (Alts, Mutual Funds, ETFs, SMAs) by developing, maintaining, and deepening relationships with new and existing advisors; influence advisor choices using a consultative sales process.
Maintain an active presence with key decision makers across our target market, conduct client events, and deliver group presentations, including continuing education/training.
Build relationships with senior individuals within client organizations to source opportunities across the suite of PIMCO investment solutions.
Manage firm resources (e.g., partnering with PIMCO product and portfolio managers) to generate new sources of revenue and to expand existing business relationships.
Contribute to the broader team and firm by sharing client and sales insights, and best practices.
Maintain in-depth knowledge of PIMCO's products, platforms, themes, initiatives, markets, strategies, and policies as well as those of its clients.
Maintain highest level of compliance with all industry and PIMCO regulations.
Execute with precision on the PIMCO Canada business plan.
Contribute positively to our work environment and organizational culture, aligning with PIMCO's core values of Collaboration, Openness, Responsibility, and Excellence.
Position Requirements
Minimum 10 years of professional experience in the institutional investment industry (asset manager, asset owner and/or investment consultancy).
Business development, client relationship management, or investment consulting experience is preferred.
Outstanding analytical and mathematical abilities; capacity to blend the quantitative with the qualitative.
Strong investment acumen; knowledge of, and passion for, financial markets, fixed income and investing.
Excellent written, verbal and presentation skills, coupled with the ability to communicate complex financial information to diverse audiences.
Personable, ability to develop client relationships into strategic partnerships.
Ethical, collaborative, organized, flexible, self-starter, accountable, and humble.
Focus on specific, ambitious goals, and demonstrate personal accountability and urgency for achieving results.
A standout teammate who builds positive relationships and enjoys working collaboratively across an organization.
Bachelor’s degree required; an advanced degree or CFA a plus but not required.
Fluency in English and fluency in French (verbal and written) is preferred.
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
Website: http://www.pimco.com/
Headquarter Location: Newport Beach, California, United States
Employee Count: 1001-5000
Year Founded: 1971
IPO Status: Private
Industries: Banking ⋅ Crowdfunding ⋅ Financial Services ⋅ Venture Capital