Business Development Research (BDR) Associate


VP, Manager
Job ID #: 17248 Location: Newport Beach
Functional Area: Business Development Department: CF-Bus Dev Associates
Position Type: Full Time Education Required: Bachelors Degree
Experience Required: Not Indicated Relocation Provided: Yes

Position Description

Group/Position Overview:

The Business Development Research (BDR) Group is responsible for various research and analysis functions related to sales and business activity including competitor research; analysis for investment strategies; product and financial market data analysis; business activity; and trend analysis. The group’s responsibilities include the identification and assessment of related data and research sources and tools. The group must maintain a strong understanding of PIMCO’s investment strategies and the institutional marketplace to deliver the latest analysis to our management teams and client management and sales professionals. The group must be innovative in finding solutions and interacts with various businesses across PIMCO in carrying out various research, technology, and strategic initiatives.


Position Responsibilities:

  • Develop reports using programming tools (e.g., VBA, SQL) to automate and update business reporting

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

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

  • Utilize PIMCOs’ proprietary and external analytical tools (e.g. eVestment, Morningstar Direct) to respond to client, prospect, and consultant inquiries

  • Track competitors across our products and report competitor intelligence to our management teams and client management and sales professionals

  • Identify, assess, and summarize investment management industry trends that can provide insights to our management teams and client management and sales professionals

  • Provide prospect research for new business opportunities

Position Requirements

  • Candidates should possess 1-5 years of experience in a business analytics role and have an interest in learning about the financial markets, investment management industry, competitive landscape and client, prospect, and consultant relationships

  • Strong knowledge of SQL is required; experience building queries and reports for business analysis

  • Strong knowledge of Microsoft Excel, including VBA, is required; proficiency with software and database applications, including but not limited to index provider databases, query tools, and Bloomberg

  • Outstanding analytical and problem solving skills, both quantitative and qualitative

  • Strong interpersonal, organizational, and time management skills

  • Excellent written and oral communication skills, with great attention to detail

  • Candidates should possess a degree in Business Analytics, Quantitative Finance, or a related subject

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

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Confirmed 25 days ago. Posted 30+ days ago.

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