ETF Strategist
Newport Beach, CA 
Share
Posted 10 days ago
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.

JOB DESCRIPTION

PIMCO Strategists are investment professionals that specialize in a market sector, investment style, or investment vehicle including ETFs, Closed End Funds, and Private strategies. They are recognized internally and externally as experts in their area. Strategists use their highly specialized knowledge of financial markets, investment vehicles, and client demand across institutional and retail channels to lead business opportunities akin to running a focused global business unit within PIMCO. This includes helping raise capital for new and existing investment solutions and ensuring that PIMCO has the appropriate suite of products to meet client demand and market opportunities. Typical Strategist teams have 3 to 7 people, split between senior Strategists and Associates and Analysts who provide reporting and analytical support.

PIMCO's Product Strategist team covers global and regional fixed income strategies with diversified exposures, either with a benchmark orientation or with a flexible approach. These products help investors to meet varying needs such as generating income, preserving capital, and improving overall portfolio diversification.

Strategist Responsibilities:

  • The strategies should have expertise in ETF solutions, business development, and the competitive landscape.
  • Set the business strategy and identify demand for new products; develop, position and support those products
  • Develop investment solutions and structures, while taking into account local regulatory rules and constraints
  • Work with investors and their advisors to identify and assess investment needs and recommend suitable investment strategies and solutions
  • The strategist acts as an extension of our investment team acting as the client facing ETF solutions authority representing our investment capabilities to our intermediary clients. I
  • Develop a strong partnership with the portfolio management teams to maintain in-depth knowledge of fixed income markets and PIMCO portfolios, serving as an expert to relationship managers and marketers
  • Represent PIMCO's ETF strategies externally at client meetings, industry conferences and meetings with other market participants globally
  • Develop marketing, servicing and educational materials, including client presentations, white papers, and other thought leadership materials for publication
  • Help oversee and lead a team of 1-2 Product Associates and Analysts

REQUIREMENTS

  • 3 - 5 years of relevant work experience in asset management with a focus on Municipals
  • An MBA degree with an emphasis in Finance and Economics or an equivalent advanced degree
  • Robust understanding of macroeconomics and fixed income markets
  • Aptitude in analyzing and communicating portfolio strategy and risk factors
  • Enthusiasm for the financial markets and investment management
  • Understanding of the various channels of demand and distribution for fixed income products
  • Strong verbal and written communication skills
  • Aptitude for public speaking in both formal and informal settings, in front of different types of small or large audiences
  • Entrepreneurial drive to build a business coupled with the ability to be a cooperative teammate
  • High level of organizational skills and the ability to prioritize work according to business needs
  • Clear commitment to PIMCO's culture, values and investment approach
  • CFA desired

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: $ 175,000.00 - $ 240,000.00

Equal Employment Opportunity and Affirmative Action Statement

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.


We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

 

Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
Bachelor's Degree
Required Experience
3 to 5 years
Email this Job to Yourself or a Friend
Indicates required fields