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Account Manager FIG (Servicing) – lead client engagement for insurance firms at PIMCO in Newport Beach.
Drive retention, grow client AUM, and expand wallet share through strategic partnership and market expertise.
JOB DESCRIPTION
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.
PIMCO is seeking an account manager for the U.S. Financial Institutions Group (FIG) client engagement team, focused primarily on insurance companies (i.e., life, property and casualty, health, diversified, and reinsurance). The position will reside in the PIMCO FIG Insurance and Bank Account Management team of 25+ investment professionals and associates.
RESPONSIBILITIES
- Support senior Account Managers in managing book of complex insurance client relationships
- Master PIMCO insurance SMAs/LPs, investment philosophy, process, and client operations
- Coordinate firm resources to on-board new accounts / mandates and drive efficiencies
- Develop an understanding of insurance investor interests and how to translate that into solutions
- Oversee portfolio events (e.g., benchmark changes, cash/security transfers) and guideline compliance
- Act as proxy for portfolio managers in client communications on portfolios and market updates
- Assist with all aspects of client meeting preparation, presentation development and logistics
- Manage client deliverables and ensure coverage teams meet deadlines and exceed expectations
- Supervise Account Associates in client reporting and presentation development
- Prepare and present customized client analyses (e.g., asset allocation, attribution, model portfolios)
- Contribute to creation of insurance thought leadership and manage client‑specific investment events
- Identify opportunities to cross sell other PIMCO products with particular emphasis on private credit
REQUIREMENTS AND QUALITIES
- Strong mathematical, quantitative, and analytical abilities with exceptional attention to detail
- Commercially savvy with strategic thinking and solid business acumen
- Collaborative team player with high emotional intelligence and a humble, client-focused approach
- Excellent project management and organizational skills to handle multiple client deliverables / deadlines
- Clear and effective communicator, able to explain complex insurance, market, and portfolio concepts
- Builds trust through confident, compelling written and verbal communication across client stakeholders
- Deep expertise in public and private asset classes, emphasis on fixed income a core foundation
- Understanding of PIMCO’s investment strategies and operational processes.
- Proactive and hands‑on in managing complex portfolio operations and resolving issues.
- Desire to learn about insurance asset management including insurance regulatory framework
EDUCATION, EXPERIENCE, CREDENTIALS
- Undergraduate degree from a leading institution with a strong academic record.
- 4-7 years prior asset management / investment banking / capital markets / consulting / actuarial / rating agency / insurance company experience.
- Insurance industry knowledge is strongly preferred but not required
- Must possess a four‑year college degree with a preferred major of Business (Finance, Accounting), Economics, Mathematics, Computer Science, Engineering
- MBA or Quantitative Master’s degree (e.g., global finance, financial engineering, data analytics) encouraged
- Progress to achieving professional designations (e.g., CFA, CAIA, FSA, FRM)—or a commitment to seek upon joining
- FINRA Licenses (7, 63, 3) or ability and willingness to acquire licenses, as needed
BENEFITS
PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and wellbeing of you and your family. These benefits include medical, dental and vision coverage from your first day of employment.
- 401k Savings and Retirement Plan
- Work/Life Programs such as Flexible Work Arrangements, Parental Leave & Support, Employee Assistance Plan, and Educational/CFA Certification Reimbursement Programs.
- Community involvement opportunities with The PIMCO Foundation in each PIMCO office.
- PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Salary Range: $ 205,000.00 - $ 240,000.00
Equal Employment Opportunity and Aff…
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.