Institutional Account Analyst/Associate (Toronto or Montreal)
About the role
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
The Account Associate Group serves a unique and dynamic role that is based around the core responsibility of servicing PIMCO’s institutional clients. The individuals that make up this team work within the broader Account Management group to ensure delivery of the highest level of service to clients. The primary responsibility of the associates and analysts is to work alongside account managers as part of dedicated relationship teams, gathering, analyzing, and discussing economic and fixed income trends, evaluating portfolio structures and strategies, and delivering performance attribution analyses. In addition to client servicing responsibilities, most members of the group participate in the Chartered Financial Analyst (CFA) program through the CFA Institute.
Location
Toronto or Montreal
Key Relationships
- PIMCO Investment Professionals including other members of the Account Management Group, Product Managers and Associates, and Portfolio Managers and Trade Assistants
- Current and prospective clients
Responsibilities
The key responsibilities include, but are not limited to:
- Gather, analyze, and discuss market trends and data with colleagues and clients
- Analyze portfolio characteristics in the context of broader investment themes
- Evaluate risk reports, perform attribution research and conduct scenario analysis
- Create customized client reports and respond to ad-hoc inquiries
- Draft internal presentations and prepare client-servicing materials
- Summarize and explain complex financial and economic concepts to educate clients
Position Requirements
-
Minimum of a Bachelor’s Degree required
-
0-4 years of experience in financial services, asset management, investment banking or accounting. A 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
-
Fluency in English and French (preferred not required)
-
Demonstrated proficiency with Microsoft Excel and strong knowledge of software applications in general, including but not limited to index-provider databases, query tools and Bloomberg
-
Self-starter, ability to work within the firm’s demanding and highly focused environment
-
Outstanding relationship building skills
-
Ability to clearly articulate analysis, written and verbally
-
Knowledge of fixed income securities and portfolio management techniques
-
Work effectively with all levels of personnel as part of a team
-
Excellent time-management, multi-tasking, organization and communication skills
-
Clear commitment to PIMCO's culture, values and approach
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.
Not the right fit? Search for Institutional Account Analyst/Associate jobs in Toronto
About PIMCO
PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed-income investing.
In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives – regardless of shifting market conditions. As active investors, our goal is not just to
find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions and service to our clients.
Active Management
We take an active approach to fixed income investing – one in which we express high conviction
views without allowing any single risk to dominate returns. Over our 50 year history, we have found this helps us to deliver positive outcomes for investors and avoid outsized risks that may
be inherent in passive approaches.
Tested Process
We have a proven ability to help investors navigate shifting investment conditions – including times of market stress. Honed over decades, our process has helped millions of investors
manage risks and pursue returns over meaningful time periods.
Culture of Innovation
Financial markets are changing rapidly and it is crucial for investors to adapt. That is why innovation is part of the fabric of our culture. Importantly, we develop solutions based on investors’ needs and investing opportunities – not on near-term asset-raising potential. And we invest in top technology, tools and resources to help them succeed.
Similar jobs you might like
Institutional Account Analyst/Associate (Toronto or Montreal)
About the role
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
The Account Associate Group serves a unique and dynamic role that is based around the core responsibility of servicing PIMCO’s institutional clients. The individuals that make up this team work within the broader Account Management group to ensure delivery of the highest level of service to clients. The primary responsibility of the associates and analysts is to work alongside account managers as part of dedicated relationship teams, gathering, analyzing, and discussing economic and fixed income trends, evaluating portfolio structures and strategies, and delivering performance attribution analyses. In addition to client servicing responsibilities, most members of the group participate in the Chartered Financial Analyst (CFA) program through the CFA Institute.
Location
Toronto or Montreal
Key Relationships
- PIMCO Investment Professionals including other members of the Account Management Group, Product Managers and Associates, and Portfolio Managers and Trade Assistants
- Current and prospective clients
Responsibilities
The key responsibilities include, but are not limited to:
- Gather, analyze, and discuss market trends and data with colleagues and clients
- Analyze portfolio characteristics in the context of broader investment themes
- Evaluate risk reports, perform attribution research and conduct scenario analysis
- Create customized client reports and respond to ad-hoc inquiries
- Draft internal presentations and prepare client-servicing materials
- Summarize and explain complex financial and economic concepts to educate clients
Position Requirements
-
Minimum of a Bachelor’s Degree required
-
0-4 years of experience in financial services, asset management, investment banking or accounting. A 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
-
Fluency in English and French (preferred not required)
-
Demonstrated proficiency with Microsoft Excel and strong knowledge of software applications in general, including but not limited to index-provider databases, query tools and Bloomberg
-
Self-starter, ability to work within the firm’s demanding and highly focused environment
-
Outstanding relationship building skills
-
Ability to clearly articulate analysis, written and verbally
-
Knowledge of fixed income securities and portfolio management techniques
-
Work effectively with all levels of personnel as part of a team
-
Excellent time-management, multi-tasking, organization and communication skills
-
Clear commitment to PIMCO's culture, values and approach
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.
Not the right fit? Search for Institutional Account Analyst/Associate jobs in Toronto
About PIMCO
PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed-income investing.
In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives – regardless of shifting market conditions. As active investors, our goal is not just to
find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions and service to our clients.
Active Management
We take an active approach to fixed income investing – one in which we express high conviction
views without allowing any single risk to dominate returns. Over our 50 year history, we have found this helps us to deliver positive outcomes for investors and avoid outsized risks that may
be inherent in passive approaches.
Tested Process
We have a proven ability to help investors navigate shifting investment conditions – including times of market stress. Honed over decades, our process has helped millions of investors
manage risks and pursue returns over meaningful time periods.
Culture of Innovation
Financial markets are changing rapidly and it is crucial for investors to adapt. That is why innovation is part of the fabric of our culture. Importantly, we develop solutions based on investors’ needs and investing opportunities – not on near-term asset-raising potential. And we invest in top technology, tools and resources to help them succeed.