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Account Manager FIG (Servicing)

Company

PIMCO

Location

New York, New York

Type

Full time

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 alloca...
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