Financial Markets Specialist

3 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.

Our high-performance inclusive culture celebrates diverse thinking, and we invest in our people to imprint our CORE values of Collaboration, Openness, Responsibility, and Excellence. We believe each of us is here to help others succeed, leading to PIMCO being recognized as an innovator, industry thought leader, and trusted advisor to our clients.

Role Overview

The talent, dedication, and spirit of PIMCO's people are the most important factors in our success as a global investment solutions provider. 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.

About You

  • You 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 your work style, fostering positive relationships with clients, colleagues, and external stakeholders.
  • You possess high emotional intelligence, adaptability, and resilience.
  • Your exceptional organizational and project management skills enable you to manage multiple client-focused initiatives simultaneously.
  • Your track record demonstrates credibility and trustworthiness, characterized by consistent behavior, high ethical standards, and integrity.
  • Intellectual curiosity drives you, fueling your dedication to professional development and staying informed about emerging trends.
  • As a resourceful problem-solver, you approach complex issues with a critical and empathetic mindset and find creative solutions.
  • You thrive in fast-paced environments, adapting to shifting priorities and working effectively with ambiguity.
  • You excel at navigating unstructured processes and managing multiple demanding responsibilities.
  • You align with PIMCO's values of Collaboration, Openness, Responsibility, and Excellence, guiding our commitment to delivering the best for our clients and each other.

Primary Responsibilities

  • Maintain a strong interest and stay updated on financial markets, global economic environment, asset allocation, investment vehicles, and the overall financial services industry.
  • Engage in substantial client interaction through phone, email, screen-sharing, and occasionally, in-person meetings.
  • Develop a comprehensive understanding of our clients' diverse business practices and needs.
  • Provide relevant market insights, product information, investment ideas, and sales support with confidence.
  • Strategically manage activities in the territory, contributing to the creation and execution of a business plan.
  • Strive to think and act like effective business leaders, taking full responsibility for the development of certain client segments.
  • Understand the importance of ongoing training and continuing education in building strong client relationships.
  • 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.
  • Aim for a long-term career with PIMCO, with the potential to serve clients and the firm in various capacities over time.

Position Requirements

  • Minimum of a Bachelor's Degree.
  • Fluent in French (written and spoken) required.
  • Desirable.
  • 1-4 years of professional work experience, preferably within financial services or investment management industry.

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