Pacific Investment Management Company Work Values

Daily Duties at Pacific Investment Management Company:

Reviewed new client account investment guidelines submitted by account managers and communicated with appropriate account manager to gain clarification of any information. Worked closely with the Compliance Rules Team to ensure the appropriate compliance rules and restrictions were added to each account. Conducted second audit check for other team members’ new accounts and / or revised guidelines of existing accounts. Served as point of contact in responding to inquiries from other departments. Reviewed investment guidelines on older accounts and made recommendations to account managers; updated accounts to ensure they were compliant with current standards. Selected Achievement: ** Increased productivity in monthly rule update processing by creating new column filters for specific compliance rules with the firm’s Position Blotter application. Monthly rule updates were tied to various fixed income benchmarks and used by all areas of compliance and other departments.

What they like about Pacific Investment Management Company:

You give high priority to hiring firms with prestige. Market reputation and prestige of a firm may be determined through on-line research, and conversations with individuals working in your target industry. Note that firms "in the public eye" receive a great deal more critical publicity and attention than those operating with more anonymity. So as you assess your employment opportunities, be sure to seek out the positive aspects of the firm's reputation in addition to noting negative publicity the company may have received.

Tags

Compliance, Operations, NASD Regulations, Financial Services Professional, NASD, Mutual Funds, Annuities, Stocks, Bonds, Life Insurance, Writing Training Materials, Detail Oriented, Training, Effective Writing Skills

Skills

P&L responsibilities, Presentation, Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts., Technology Solutions, Sales Support, Software Implementation, Requirements Analysis & Specification, Leadership

These are some of the questions we asked our climbers about their experiences with Pacific Investment Management Company: