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Account Analyst, Greater China Institutional Team
2 months ago
We are seeking a highly analytical and detail-oriented professional to join our team as an Account Analyst, Greater China Institutional Team. As a key member of our team, you will be responsible for providing exceptional client service and support to our institutional clients in Greater China.
Key Responsibilities- Client Reporting: Prepare accurate and timely client reports, including performance, trading activity, portfolio valuation, and risk metrics.
- Portfolio Analysis: Analyze portfolio data, including qualitative and quantitative performance attribution, to provide insights to our clients.
- Automation and Process Improvement: Develop and implement automation solutions to streamline reporting processes and improve efficiency.
- Market and Portfolio Data: Provide market and portfolio data to support the Account Management team and internal groups, such as fund administration, operations, and compliance teams.
- New Business Development: Support the identification of new business opportunities, drive marketing and sales campaigns, and prepare for final presentations and closing business.
- Client Relationship Management: Respond to client queries, build strong relationships with clients, and ensure all work is delivered completed, accurately, and on time.
- Culture and Values: Demonstrate a strong commitment to PIMCO's culture, values, and approach.
- Communication Skills: Outstanding Cantonese and English communication skills, both written and verbal, with Mandarin a plus.
- Quality and Attention to Detail: Commitment to quality and attention to detail.
- Self-Confidence and Judgement: Self-confident, robust, decisive, trustworthy, and with excellent judgement on client matters.
- Communication and Teamwork: Effective communication skill is essential, given the frequent level of client interaction, and ability to foster a sense of teamwork.
- Integrity and Ethics: Strong sense of integrity, behaving consistently with expressed values and ethical principles of the firm.
- Bachelor's Degree: Bachelor's degree required.
- Regulatory Certificate: Progress towards regulatory certificate in relevant jurisdiction.
- CFA Designation: Prepared to make progress towards attaining the CFA designation.
- Finance-Related Experience: 0-2 years of finance-related experience.
- Collegiate Team Player: Collegiate team player, experienced and comfortable in an international operating environment.
- Economics and Capital Markets: Can demonstrate an understanding of economics, capital markets, and investment concepts.
- Language Skills: Possesses the language skill appropriate to the region (Cantonese & English).
