Analyst/Associate – Client Solutions jobs in United States
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PIMCO · 20 hours ago

Analyst/Associate – Client Solutions

PIMCO is a global leader in active fixed income, and they are seeking an Analyst or Associate to join its Client Solutions & Analytics group. The role focuses on generating actionable investment insights for financial advisor clients through portfolio analyses and customized presentation materials.

BankingCrowdfundingFinancial ServicesVenture Capital
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H1B Sponsor Likelynote

Responsibilities

Support Strategists in analyzing client portfolios and building presentations that detail PIMCO’s analysis and conclusions
Use proprietary software and external data sources to run risk analytics, optimizations, economic scenario analyses, and stress tests
Manage a workload of multiple simultaneous projects while ensuring that deadlines are met
Maintain standard presentation materials via periodic updates
Develop an understanding of PIMCO investment strategies and their risks and benefits in different market environments
Collaborate with Account Management, Analytics, and Product Strategy groups

Qualification

Financial analysisMicrosoft ExcelMicrosoft PowerPointAnalytical skillsInvestment financeFluent in EnglishCommunication skillsTime management

Required

Four-year college degree with a major in Business/Finance, Economics, Mathematics, Engineering or applied science
Minimum 3.2 cumulative collegiate grade point average, on a 4.0 scale or the equivalent, at an accredited 4-year college or university
0-3 years of internship/professional experience required
Fluent in English (speaking, reading, writing)
Must be willing to relocate to Newport Beach, CA, if not currently local

Preferred

Interest in financial markets, macroeconomics and investment finance
Strong analytical skill set
Demonstrated proficiency with Microsoft Excel and PowerPoint
Ability to relay complex ideas clearly
Excellent verbal and written communication skills
Desire to join a high performance, fast-paced culture
Results-orientation, attention to detail and strong time management skills

Company

PIMCO, a global investment solutions provider that manages investments for public and private pension and retirement plans and other assets.

H1B Sponsorship

PIMCO has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (109)
2024 (101)
2023 (120)
2022 (149)
2021 (90)
2020 (69)

Funding

Current Stage
Late Stage

Leadership Team

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John Lane
Global CFO - Alternatives
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Hosein Yeh
Senior Vice President, Business Strategy and Analytics of U.S. GWM
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Company data provided by crunchbase