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Account Management

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Account Management

Article Introduction
Article Main Body
​
Account Management is the integral link between PIMCO and our institutional clients, prospective clients and their consultants. Account managers work in one of the following groups:
  
• Client Servicing Group. A critical interface to PIMCO’s institutional clients, Client Servicing Account Managers are responsible for fostering and strengthening existing client relationships with large institutional investors such as pension funds, endowments, foundations, and government entities. Client Servicing Account Managers represent PIMCO at client meetings, keep clients well informed about PIMCO’s strategy and outlook, and educate clients on a broad set of products and services. In addition, the Client Servicing Group translates client objectives and constraints into portfolio guidelines and monitors account activity for consistency with guidelines and current strategies.
 
• Consultant Relationship Group (“CRG”). Responsible for servicing investment management consultants, CRG Account Managers maintain strong, credible relationships with this key constituency, and partner with them when appropriate to support mutual clients’ needs and investment objectives.
 
• Marketing Account Management Group. This group focuses on pursuit of new business development opportunities, maintaining relationships with prospective PIMCO institutional clients, and working with institutional wholesalers and financial advisors.
 
In addition to fostering and strengthening existing client relationships, Account Managers in each of these groups are responsible for:
 
• Providing information about performance attribution and market performance together with the firm’s current outlook and strategy.
• Educating clients about a broad set of investment strategies, products and services
• Organizing and communicating information effectively in writing and interpersonal communications, including presentations
 
Account Managers actively contribute to the Firm’s investment strategy and economic outlook development process and other important investment and client-related firm activities. This includes participation in activities such as:
 
• PIMCO’s Secular and Cyclical Forums
• Annual client road shows and educational seminars
• Industry conferences
• PIMCO’s client conference and account management and firm-wide strategic initiatives.
 
This position reports to a senior level firm professional, and is based in one of the following global locations:
 
• Newport Beach
• New York City
• London
• Munich
• Tokyo
• Hong Kong
• Singapore
• Sydney
• Toronto
• Amsterdam
• Zurich
 
Competencies
• Possess outstanding analytical and mathematical abilities
• Articulate ideas/strategies clearly, both verbally and in writing to work within the firm’s demanding and highly focused environment
• Are well organized, high energy self starters
• Enjoy working collaboratively across the organization in a team environment, including senior level management
• Focus on specific, ambitious goals, and demonstrate a sense of personal accountability and urgency for achieving results.
• Desire to make contributions and grow with the organization through a variety of developmental/promotional assignments (the nature of which will be based on available opportunities and actual performance in the current role)
 
Personal Characteristics
In addition to displaying a strong commitment to PIMCO’s culture, values and approach, personal characteristics for this role include:
• A collegial work style, sense of humor, and thick skin
• Strength of convictions combined with low ego needs
• The ability to remain calm and objective in the face of periods of excessive optimism or extreme pessimism in the capital markets
• Unassailable ethics and integrity
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No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission. Pacific Investment Management Company LLC, 840 Newport Center Drive, Newport Beach, CA 92660, 800-387-4626. ©2013, PIMCO.

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