Senior Due Diligence Analyst responsible for KYC onboarding and compliance processes in a hybrid working environment. Supporting the French business with expertise in AML policy requirements and relationship management.
About the role
- Account Associate/Analyst supporting Private Wealth Directors at PIMCO by enhancing sales processes and client engagement. Engaging with financial advisors and providing market insights in fixed income and credit opportunities.
Responsibilities
- Market Research & Insights: Stay informed about financial markets, the global economic environment, asset allocation strategies, and client data to provide valuable insights that support the sales efforts of the PWD team.
- Client Engagement Support: Provide white glove service to enhance the overall client experience. This includes interactions through phone, email, and screen-sharing, as well as participating in in-person meetings, in-market travel, and industry conferences.
- Understanding Client Needs: Collaborate with PWD team to develop a comprehensive understanding of clients' diverse business practices and needs, ensuring that the sales approach is tailored and effective.
- Providing Sales Support: Offer relevant market insights, product information, investment ideas, and sales support to the PWD, empowering them to confidently engage with clients and drive sales.
- Spearhead client events, webcasts, and conference calls, often supporting a product launch or travel with a Portfolio Manager/Product Strategist.
- Market Activity Management: Support the strategic management of activities within the market by contributing to the development and execution of a comprehensive business plan that aligns with sales objectives.
- Embrace Professional Development: Fully engage in and pursue professional development and educational opportunities offered by PIMCO.
- Team Collaboration: Actively engage with the PWD and other teams by participating in department meetings, leading and contributing to working groups, sharing innovative ideas, and leveraging continuous mentoring and training to foster a cohesive and effective working environment across different PIMCO functions.
- Demand Assessment: Ability to drive and lead demand assessment for products in growth markets, focused on alternative products, fundraising, and drawdown funds.
- Industry Trends & Competitor Landscape: Strong understanding of competitor products, platforms, strategy pricing, and customization options.
- Support PIMCO Business Objectives Provide Insight: Offer feedback to AM and PIMCO management regarding product demand, sales trends, and client satisfaction.
- Contribute Beyond Your Role: Actively seek opportunities to add value to PIMCO beyond your daily responsibilities, aiming to be an outstanding colleague.
- Represent PIMCO: Serve as a representative for PIMCO at national, regional, and local conferences and training events as needed.
Requirements
- Minimum of a Bachelor’s Degree
- FINRA Series 7 and 63 license or must obtain within three (3) months of start date
- Minimum of 2-3 years of professional work experience, preferably within financial services or investment management industry or in a sales or client-facing role
- Strong written, verbal and interpersonal communication skills with an ability to communicate effectively
- Entrepreneurial mindset with a strong commitment to client service and excellence, along with the ability to develop and deepen client relationships
- A passion for the markets and the financial services industry, which will deepen your understanding and effectiveness in client interactions.
Benefits
- Professional development opportunities
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