Account Analyst – Wealth Management, Hong Kong
PIMCO
- Hong Kong
- Permanent
- Full-time
- Provide high quality client coverage as a support to the Account Management team.
- Accurately and efficiently respond to client queries on portfolio performance, product marketing materials and DDQs (due diligence questionnaires).
- Support the planning and execution of marketing events and road shows.
- Develop and maintain a variety of different types of materials to support new business development, existing business and other marketing campaigns.
- Serve as a product specific contact for clients and prospective clients.
- Provide current insight regarding the firm and product specific investment philosophy, process, strategy, performance and other relevant information directly or indirectly to clients and prospective clients.
- Accurately and efficiently prepare client reports spanning performance, portfolio exposure and risk metrics.
- Analyze portfolio data including qualitative and quantitative performance attribution.
- Continually build understanding of underlying market factors to complete more qualitative, complex investment analyses.
- Possess an excellent attitude – self-motivated, positive, “can-do”, and strong teamwork.
- Robust knowledge of macroeconomics, fixed income and derivative instruments would be preferred.
- Demonstrate sound business judgement, project management, and multi-tasking skills.
- Commitment to quality and attention to detail; ensure that all work is delivered complete, accurately, and on-time.
- Communicate effectively with clients and colleagues, demonstrating a ‘go the extra mile’ attitude in internal and external interactions.
- Actively listen and ask questions to determine and meet customer needs; go beyond normal job responsibilities to indirectly satisfy client requests.
- Flourish in a challenging, fast-paced, professional environment with frequent shifts in priorities as business needs dictate. Strong sense of integrity, behaving consistently with expressed values and ethical principles of the firm.
- Focus on specific goals, and demonstrate a sense of personal accountability and urgency for achieving results. Foster a sense of teamwork, assisting others when needed/required.
- Have the desire to contribute to and grow with the organization through a variety of developmental assignments (the nature of which will be based on available opportunities and actual performance in the current role)
- Strong commitment to embrace PIMCO’s culture, values and approach
- Must possess at least an Undergraduate Degree in Finance/Business, Economics or a related field.
- Demonstrate an interest in progressing toward a CFA.
- English required. Mandarin and/or Cantonese fluency preferred
- 0-2 years of experience, currently working in a bank or asset manager.
- University internships in a financial, client-oriented role will be considered in lieu of employment experience.
- Ideal candidates are familiar with fixed income markets and macroeconomics, currency and derivative instruments.
- Effectively utilize tools such as Excel spreadsheets, macros, and query tools (VBA knowledge an advantage)
- Knowledge on Bloomberg is a plus