Institutional Account Associate – Client Management & Analytics

About the role

PIMCO, a global leader in active fixed income investing, is hiring an Institutional Account Associate in Toronto. The Account Associate Group serves PIMCO's institutional clients within the Account Management group, working alongside account managers in dedicated relationship teams. The associate gathers, analyzes and discusses economic and fixed income trends, evaluates portfolio structures and strategies, and delivers performance attribution analyses. The role also helps advance the team's data, technology and AI capabilities by identifying, implementing and scaling technology-enabled solutions.

Key responsibilities

• Gather, analyze and discuss market trends, economic developments and portfolio positioning with colleagues and clients
• Analyze portfolio characteristics and performance within broader investment themes
• Create customized client reports, draft presentations and briefing materials, and respond to client and consultant inquiries
• Build scalable reporting and knowledge resources, and support analytical tools, dashboards and reporting processes for the Canadian Institutional team
• Use data to identify client trends, business opportunities and workflow improvements
• Support the adoption of AI-enabled tools, turn business needs into AI use cases, templates, workflows and automation, and test and refine productivity solutions
• Collect user feedback and promote technology and AI fluency within the team
• Streamline workflows, coordinate multi-stakeholder projects, document processes, support change management and assist with training and user enablement

Required profile

• Bachelor's degree (or minor) in Computer Science, Information Science, Data Science or a related field, or equivalent experience with coding/technical skills
• 2-6 years of relevant experience in financial services, asset management, investment banking or management consulting
• Strong interest in AI applications in financial services (hands-on experience a plus)
• Interest in financial markets, fixed income and portfolio management techniques
• Ability to work in a structured environment, manage multiple priorities, communicate across stakeholders and pay close attention to detail

Required skills

• Proficiency in Microsoft Excel (including VBA)
• Coding and querying languages such as Python and SQL
• Writing, owning and debugging code, collaboration via GitHub and use of AI tools in development workflows