Equity Product Strategist
Newport Beach, CA 
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Posted 6 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.

PIMCO is seeking an experienced investment professional to join their Equity Product Strategy team in Newport Beach, California.

PIMCO Product Strategists are investment professionals that specialize in specific asset class or market sector and are recognized internally and externally as subject matter experts in their areas. Strategists at PIMCO drive the growth of their business area, focusing on long-term strategic positioning, while capitalizing on near-term demand opportunities. Strategists seek to position PIMCO for sustained high growth rates and attractive levels of profitability, diversifying PIMCO's business by product, vehicle, investor type, and region. Strategists use their highly specialized knowledge to lead all strategic aspects of that strategy area, akin to running a focused global business unit within PIMCO. Typical teams are 3 to 7 people in size, split between senior Product Strategists and junior Product Associates and Analysts who provide reporting and analytical support.

The Equity Product Strategist will join our team in Newport Beach and will contribute to growth and development of our Equity business and solutions. PIMCO's Equity business includes a broad and multi-faceted product line, offering strategies ranging from portable alpha to systematic active to smart beta. In total, PIMCO manages nearly $40 billion in equity assets under management and has been recognized by Lipper and Barron's for their strong & consistent performance. PIMCO RAE is an innovative value-oriented equity strategy with a 20-year track record and top-ranked performance within its peer group. Delivering consistent out-performance driven by a systematic, quantitative approach to equity investing, PIMCO RAE represents a significant growth opportunity for the firm, particularly as investors move away from traditional active equity management. Launched in 1986, PIMCO's StocksPLUS strategies have successfully served investor needs for a diversified source of alpha within their equity allocations. Additionally, the person filling this role will also have the opportunity to collaborate with PIMCO's Asset Allocation Product Strategy team on the build-out and growth of multi-asset offerings.

Responsibilities Include:
  • Serve as a product expert on PIMCO's Equity portfolios internally and externally
  • Develop and execute business plan for the Equity business in partnership with client-facing PIMCO professionals to grow business across channels and geographies
  • Work with investors and their advisors to identify and assess investment needs and recommend suitable investment strategies and solutions
  • Identify demand for new equity products; develop, position and support those products
  • Develop a positive relationship with the portfolio management and analyst teams in order to be a credible and highly effective PM substitute, serving as the product guide to relationship managers and marketers
  • Represent PIMCO's equity products externally at client meetings, industry conferences and meetings with other market participants globally
  • Develop marketing, client servicing and educational materials, including presentations, monthly commentaries, quarterly investor reports, white papers, and other materials for publication
  • Collaborate with the Asset Allocation team on the build-out of specific multi-asset solutions for clients globally
Position Requirements
  • Preference for 7+ years of relevant work experience in asset management industry.
  • Expert knowledge of active equity investment strategies including deep knowledge of systematic and quantitative equity investing approaches.
  • Experience working with asset owners and financial intermediaries, discussing equity markets, equity allocations, and manager selection, preferably within the context of the systematic or quantitative equity solutions
  • Robust understanding of macroeconomic and market fundamentals. Passion for the financial markets and investment management
  • Proficiency in analyzing and communicating portfolio strategy and risk factors
  • Understanding of the various channels of demand, market trends, and distribution strategy for equity products
  • Outstanding verbal and written communication skills
  • Skills for public speaking in both formal and informal settings, in front of a variety of types and sizes of audiences
  • Entrepreneurial aim to build a business coupled with being a collaborative teammate
  • High level of organizational skills and the ability to prioritize work according to business needs
  • Clear dedication to PIMCO's culture, values and investment approach
  • An MBA degree with an emphasis in Finance and Economics or an equivalent advanced degree preferred.
  • 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
7+ years
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