Financial Markets Specialist

2 weeks ago


Montreal, Quebec, Canada PIMCO Full time

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 non-traditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.

We strive to build a diverse workforce, drawing from a broad range of backgrounds. We are currently looking for an Account Analyst/Associate to join our PIMCO Retail Canada team.

The Account Associate will work closely with a field-based Account Manager to build and sustain significant client relationships with financial advisors within a specific geographic territory. The goal is to acquire and retain mutual fund and other professionally managed assets.

The ideal candidate will thrive on relationship-building, paying attention to even the smallest details, and have a passion for the financial markets and serving clients. Collaboration is at the core of their work style, fostering positive relationships with clients, colleagues, and external stakeholders.

The Account Associate will be responsible for maintaining a strong interest and staying updated on financial markets, global economic environment, asset allocation, investment vehicles, and the overall financial services industry. They will engage in substantial client interaction through phone, email, screen-sharing, and occasionally, in-person meetings.

The Account Associate will develop a comprehensive understanding of our clients' diverse business practices and needs. They will provide relevant market insights, product information, investment ideas, and sales support with confidence.

The Account Associate will strategically manage activities in the territory, contributing to the creation and execution of a business plan. They will strive to think and act like effective business leaders, taking full responsibility for the development of certain client segments.

The Account Associate will actively contribute to the team by participating in department meetings, collaborating with colleagues across different PIMCO functions, leading and participating in working groups, sharing unique ideas, and fully utilizing continuous mentoring and training.

We offer a dynamic work environment where you can make a meaningful impact. If you have a passion for the financial markets and serving clients, we encourage you to apply for this exciting opportunity at PIMCO.



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