Senior Associate, Negotiation Strategy

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 Negotiation Strategy team, part of Fee Strategy at PIMCO, empowers our Investment Professionals with the skills and resources necessary for effective external negotiations. We provide customized training, comprehensive resources, and live-case coaching to foster a clear and consistent global negotiation culture.

We are seeking a highly motivated professional to develop and enhance our negotiation training programs and resources for Investment Professionals globally. You will lead the creation and facilitation of training initiatives, initially shadowing the current Negotiation Strategist and undergoing formal training in negotiation techniques, transitioning to training responsibilities over the next 12 to 24 months.

This role also involves preparing various reports for senior leaders worldwide, requiring strong research and writing skills, as well as a solid understanding of negotiation principles. Close collaboration with the Fee Strategy team, client-facing teams, and global leaders is essential, necessitating professionalism, teamwork, and the ability to influence stakeholders. Additionally, you will manage the Competitor Negotiation Profile database, conducting interviews with Account Managers and analyzing competitor data to for accurate and timely reporting.

Location

Newport Beach, CA, New York, NY or Austin, TX.

Responsibilities

The key responsibilities include, but are not limited to:

• Training Development and Facilitation

  • Shadow the Negotiation Strategist to master negotiation techniques, persuasion, and emotional intelligence, and transition to training facilitation within 12-24 months.

  • Leverage asset management industry knowledge and writing skills to help develop new and enhance existing training materials and resources, ensuring they are current, culturally relevant, and tailored to channel clientele through internal and external research.

  • Proactively monitor all Fee Sentry requests to identify insights for developing engaging case studies, utilizing creative writing skills to produce relevant and up-to-date case activities.

  • Collaborate with the Negotiation Strategist to assess and identify training needs across regions, departments, and channels.

  • Assist in forecasting realistic timelines for program development and implementation, ensuring alignment with organizational priorities and resource availability.

  • Contribute to the writing and launch of 'Negotiation Nuggets,' a series of routine publications that will be distributed globally to Investment Professionals.

  • Collaborate with Talent Development to align on educational milestones for Investment Professionals and formalize all training sessions within Workday Learning.

  • Coordinate with multiple departments on training logistics to ensure effective delivery of all training sessions with exceptional service.

• Budget Management

  • Forecast, maintain, and balance the budget while addressing the needs of client-facing groups.

• Data Insights and Management

  • Utilize advanced analytical skills to enhance the Investment Professional educational tracking system through report automation and analyze quarterly data to accurately forecast training needs.

  • Conduct weekly reviews of closed Fee Sentry requests to identify insights related to negotiation.

  • Contribute to the creation of quarterly and annual negotiation reports for EMEA and APAC heads, including fee data analysis and qualitative summaries that require expert-level negotiation knowledge and extensive fee expertise.

  • Interview new hires, leveraging negotiation and asset management industry knowledge to ask pertinent questions and gather key data points beneficial to both Account Managers in their future negotiations and Fee Policy Group leaders regarding competitor insights.

  • Collaborate closely with the Technology team to enhance the internal Competitor Negotiation Profile database, necessitating an understanding of various internal applications, including the Fee Sentry system.

  • Lead the enhancement and maintenance of the Negotiation Strategy Pulse site, continuously seeking ways to make it more valuable for Investment Professionals.

  • Ensure meticulous attention to detail and accuracy in all aspects of data management, recognizing the significance of these reports for executive and regional leaders.

Requirements

• Minimum of 3-5 years in the investment management or financial services industry, with at least 2 years of client-facing or account management experience. Familiarity with PIMCO products and/or negotiation experience is a plus.

• Bachelor's degree required, preferably in business, sales, economics, or finance.

• Proven experience in large-scale public speaking with strong presentation skills.

• Advanced proficiency in MS Excel (including formula knowledge), Word, Outlook, and PowerPoint; familiarity with Python is a plus.

• In-depth knowledge of PIMCO applications, including CM Portal and Perform, with a comprehensive understanding of information architecture and data accessibility within PIMCO systems is desirable.

• Strong analytical and critical thinking skills to analyze complex situations, identify trends, and address needs effectively.

• Excellent verbal and written communication skills with the ability to convey ideas clearly.

• Strong interpersonal skills with a proven ability to build relationships and influence stakeholders.

• Meticulous attention to detail and exceptional organizational skills, capable of managing multiple tasks in a fast-paced environment.

• Self-motivated problem solver with a results-oriented approach, able to work independently and collaboratively.

• High adaptability to new ideas and processes, demonstrating flexibility and resilience in changing market conditions.

• Eagerness to enhance skills in negotiation and fees, with a commitment to personal growth and continuous learning.

• Willingness and ability to travel domestically and internationally as needed.

Professional Skills Requirements

• Relationship-Building: Proven ability to establish and nurture strong relationships with clients and stakeholders. Exceptional verbal and written communication skills, emphasizing effective engagement with diverse audiences. Composed under pressure, you build credibility and trust through consistent behavior, high integrity, and sound judgment.

• Exceptional Organizational Skills and Resourcefulness: Expertise in managing multiple projects simultaneously, demonstrating outstanding organizational and project management capabilities. Strong critical thinking, analytical, and quantitative skills enable you to solve problems creatively and resourcefully. You think strategically, navigate ambiguity, and proactively advance projects and initiatives.

• Adaptability and Collaboration: Thrive in dynamic, fast-paced environments, adept at managing shifting priorities and ambiguity. You build positive relationships and collaborate effectively across diverse teams. Your emotional intelligence, adaptability, and resilience empower you to handle unstructured processes and demanding responsibilities successfully.

• Integrity and Continuous Learning: Your actions reflect high ethical standards and integrity, earning you credibility and trust. You are intellectually curious and committed to professional development, staying informed about industry trends. You contribute positively to the work environment and organizational culture, aligning with our core values of Collaboration, Openness, Responsibility, and Excellence.

• Results-Driven: Self-motivated and dedicated to achieving excellence, you demonstrate attention to detail and accountability. Your intellectual curiosity and commitment to professional growth drive your interest in staying ahead of emerging trends in the industry.

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.