Business Development Research Analyst

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.

Position Description

The Business Development Research (BDR) Group is responsible for conducting competitor research and analysis related to investment strategies, product and financial market data, business activity, and trend analysis. The group identifies and assesses relevant data and research sources and tools. To ensure comprehensive and high-quality research and analysis for management teams and client management and sales professionals, the BDR Group must maintain a strong understanding of PIMCO’s investment strategies and the institutional marketplace. Additionally, the group collaborates with various departments across PIMCO to support research, technology, and strategic initiatives that enhance the firm’s servicing and business development efforts.

Location

Newport Beach, CA

About You

If the following qualities resonate with you, we encourage you to apply for this exciting opportunity.  At PIMCO, we offer a dynamic work environment where you will have the chance to make a meaningful impact:

• Exceptional Organizational Skills and Resourcefulness: You excel in managing multiple projects with your outstanding organizational and project management abilities. Your critical thinking skills enable you to solve complex problems creatively and resourcefully. Self-motivated, you are committed to excellence, demonstrating attention to detail, and possess strong interpersonal and communication skills.

• Adaptability and Collaboration: You thrive in dynamic, fast-paced environments, adept at navigating shifting priorities and ambiguity. Collaboration is key to your approach, as you build positive relationships and work effectively across diverse teams. Your emotional intelligence, adaptability, and resilience equip you to manage unstructured processes and demanding responsibilities successfully.

• Integrity and Continuous Learning: Your actions reflect high ethical standards, integrity, and sound judgment, earning you credibility and trust. An intellectually curious individual, you are dedicated to professional development and staying abreast of industry trends. You contribute positively to the work environment and organizational culture, aligning with PIMCO's core values of Collaboration, Openness, Responsibility, and Excellence.

Responsibilities

The key responsibilities include, but are not limited to:

• Utilize PIMCO's proprietary and external analytical tools (e.g., eVestment, Morningstar Direct, Bloomberg) to address inquiries from clients, prospects, and consultants.

• Report competitor intelligence to management and client management and sales teams.

• Identify, assess, and summarize investment management industry trends to inform sales strategies and provide insights to management and sales professionals.

• Conduct prospect research to identify new business opportunities.

• Track sales metrics (e.g., opportunities, final meetings, won/lost business) and synthesize data into reportable trends.

• Provide periodic reports (e.g., monthly, quarterly) to internal and external stakeholders, including competitor analysis, market share, and consultant index reports.

Position Requirements

• Bachelor’s degree required, preferably in economics, finance, accounting, or business.

• Minimum overall GPA of 3.2.

• Open to undergraduate applicants who graduated between May 2023 and January 2025 only.

• Prior experience in a financial, client management, or sales role.

• Strong interest in the financial markets, investment management industry, competitive landscape, and relationships with clients, prospects, and consultants.

• Completion of Series 7 and 63 required within the first six months of employment.

• Outstanding analytical and problem-solving skills, both quantitative and qualitative; experience in data analysis is a plus.

• Strong written and verbal communication skills for effective collaboration with all levels of personnel.

• Effective organizational and project management skills, with the ability to prioritize multiple projects and deadlines.

• Excellent attention to detail to ensure the accuracy of qualitative and quantitative content.

• Self-starter capable of thriving in a demanding and dynamic environment.

• Proficient in Microsoft Excel, with strong knowledge of software and database applications, including index provider databases, query tools, and Bloomberg; knowledge of Visual Basic for Applications (VBA) is a plus.

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: $ 90,000.00 - $ 100,000.00

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.