About the Role
RESPONSIBILITIES
Support senior Account Managers in managing book of complex insurance client relationshipsMaster PIMCO insurance SMAs/LPs, investment philosophy, process, and client operationsCoordinate firm resources to on-board new accounts / mandates and drive efficienciesDevelop an understanding of insurance investor interests and how to translate that into solutionsOversee portfolio events (e.g., benchmark changes, cash/security transfers) and guideline complianceAct as proxy for portfolio managers in client communications on portfolios and market updatesAssist with all aspects of client meeting preparation, presentation development and logisticsManage client deliverables and ensure coverage teams meet deadlines and exceed expectationsSupervise Account Associates in client reporting and presentation developmentPrepare and present customized client analyses (e.g., asset alloca...