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Account Analyst

PIMCO - Sydney, NSW

Banking & Finance
Source: uWorkin

Source: uWorkin


General Information

Ref #: 29377

Employee Type: Full Time

Location: Sydney

Date published: 16-Apr-2021

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 $1.92 trillion in assets for clients around the world. PIMCO has over 2,800 employees in 17 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

The Account Analyst will be a part of PIMCO’s Sydney-based Account Management Associate Pool

covering Institutions, Global Wealth Management clients and Consultants with the primary focus to service

clients, as well as to support business development activities.


  • This position requires an analytical, detail oriented professional who can:
  • Accurately and efficiently prepare client reports spanning performance, trading activity, portfolio
  • valuation and risk metrics

  • Support the Account Management team through the provision of market and portfolio data
  • Analyse portfolio data including qualitative and quantitative performance attribution
  • Handle ongoing automation of growing reporting requirements and streamlining of the reporting
  • process

  • Produce ad-hoc client, consultant, auditor, & internal requests for information
  • Providing support for identifying new business development opportunities (i.e. investors, asset
  • pools, channels), driving marketing/sales campaigns, and preparing for finals presentations and
    closing business

  • Develop and maintain a variety of different types of materials to support new business development,
  • existing business and other marketing campaigns

  • Provide current insight regarding the firm and product specific investment philosophy, process, strategy, performance and other relevant information directly or indirectly to clients, prospective
  • clients and consultants

    Position Requirements

    Recent graduate with at least an Undergraduate Degree in Finance or Economics, and preferably a CFA (or demonstrate an interest in progressing toward a CFA).

    Internships in a financial, client-oriented role will be considered in lieu of employment experience.

    Ideal candidates are familiar with fixed income markets and macroeconomics, currency and

    derivative instruments.

    Demonstrate proficiency with Microsoft Excel and Powerpoint (VBA knowledge an advantage)

    Comfortable with software applications in general, including but not limited to index-provider databases, query tools and Bloomberg.

    Robust knowledge on macroeconomics, fixed income and derivative instruments is a must


    Commitment to quality and attention to detail; ensure that all work is delivered completed, accurately, and on time

    Effective communication skill is essential given the frequent level of client interaction

    Actively listen and ask questions to determine and meet customer needs; go beyond normal job responsibilities to indirectly satisfy the customer

    Flourish in a challenging, fast-paced, professional environment with frequent shifts in priorities as business needs dictate.

    Have a strong sense of integrity, behaving consistently with expressed values and ethical principles of the firm.

    Focus on specific goals, and demonstrate a sense of personal accountability and urgency for achieving results.

    Foster a Sense Of Teamwork, Assisting Others When Needed/required.

    Have the desire to contribute to and grow with the organization through a variety of developmental assignments

    Strong commitment to PIMCO’s culture, values and approach


    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