Account Analyst, Greater China Institutional team
5 months ago
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 Analyst within the Greater China institutional team focus on supporting customized reporting, data retrieval, and research/analysis with the objective of working with account managers to support current institutional client service activities in Greater China.
The position is based in Hong Kong
RESPONSIBILITIES:
This position requires an analytical, detailed professional who can:
- Accurately and efficiently prepare client reports spanning performance, trading activity, portfolio valuation and risk metrics. Analyze portfolio data including qualitative and quantitative performance attribution. Handle ongoing automation of growing reporting requirements and streamlining of the reporting process. Effectively utilize tools such as Excel, PowerPoint, and macros. Intermediate use of Python is a plus
- Continually build understanding of macroeconomics and underlying market factors to complete qualitative, complex investment analysis
- Support the Account Management team through the provision of market and portfolio data, work with internal groups such as fund administration, operations and compliance teams
- Provide 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
- Ensure all work is delivered completed, accurately, and on time
- Respond to client queries, proactively build a strong relationship with clients over time.
- Make a strong commitment to PIMCO's culture, values and approach
Desired Personal Characteristics
- Outstanding Cantonese and English communication skills - both written and verbal. Mandarin is a plus
- Commitment to quality and attention to detail.
- Self-confident, robust, decisive, trustworthy and with excellent judgement on client matters
- 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.
- Innovative thinker able to bring forward and promote new ideas and initiatives, among peers and investors
- Able to demonstrate a passion for / deep interest in investment management
- Flourish in a challenging, fast-paced, professional environment with frequent shifts in priorities as business needs dictate.
- Foster a sense of teamwork, assisting others when needed/required.
- Strong sense of integrity, behaving consistently with expressed values and ethical principles of the firm.
- Bachelor's degree
- Progress towards regulatory certificate in relevant jurisdiction
- Prepared to make progress towards attaining the CFA designation
- 0-2 years of finance-relevant experience
- Collegiate team player, experienced and comfortable in an international operating environment.
- Can demonstrate an understanding of economics, capital markets and investment concepts.
- Possesses the language skill appropriate to the region (Cantonese & English).
- Intermediate use of Python is a plus
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.
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