Business Analyst, Perform (Sales & Marketing)

London, United Kingdom
18 Dec 2021
06 Jan 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
About Us:

We are PIMCO, a leading global asset management firm. We manage investments and develop solutions across the full spectrum of asset classes, strategies and vehicles: fixed income, equities, commodities, asset allocation, ETFs, hedge funds and private equity. PIMCO is one of the largest investment managers, actively managing more than $2.2 trillion in assets for clients around the world. PIMCO has over 3,070 employees in 22 offices globally. PIMCO is recognized as an innovator, industry thought leader and trusted advisor to our clients.

PIMCO is one of the world's premier fixed income investment managers with thousands of professionals around the world united in a single purpose: creating opportunities for our clients in every environment. Since 1971, we have brought innovation and expertise to our partnership with the institutions, financial advisors and millions of individual investors who entrust us with their assets. We aspire to cultivate performance and leadership through empowering our people, diversity of thought, and a commitment to an inclusive culture that engages in our global communities.

Position Description:

What is Perform and why is it important to PIMCO? Perform is our CRM (Customer Relationship Management) platform used by over 1,800 Client Facing professionals that service our retail and institutional business globally.

Our Platform Success Team is seeking a London based Business Analyst to ensure business partners are obtaining maximum value and capabilities from PIMCO's Sales Technology Platforms. In partnership with global business teams, the position is responsible for driving platform adoption, tracking and analysing usage metrics and promoting "Best Practice" use of our sales platform.

We are seeking a motivated individual to help promote PIMCO's internal sales platforms and ensure that we are delivering measurable and impactful business value to our clients. This role will also actively engage with technology, design and user experience teams.

Position Requirements:

  • Establish positive trusted relationships with product working group members and the business
  • Build knowledge articles for user community (FAQs, reference guides, quick tips, how-to videos)
  • Participate in project team calls, backlog grooming, sprint planning, sprint demos, sprint review, deployment and release management and retrospectives
  • Promote "Best Practice" use of the platform
  • Supervise and analyse platform usage metrics and identify key trends to improve user experience
  • Seek user success stories that can be shared broadly to promote platform and initiatives
  • Partnering with Product Owners and empowered business stakeholders to drive user adoption
  • Establish consistent processes on QA, providing support & self-service capabilities that will encourage platform stability for our users
  • Provide user support via SLACK Help Channels and Service Now
  • Crafting automated helpbots for SLACK to enable and educate users on Help Channels
  • Work cross-functionally across Technology, Design, Business Management/Users and with the Perform team to build the highest quality experiences for users

The candidate must have strong communication skills, be self-motivated and have an aptitude for rapidly mastering new skills and concepts. Finally, you will be comfortable working in a fast-paced environment with a strong emphasis on driving collaboration and perfection.


  • Bachelors' degree from accredited institution
  • Experience writing user stories, acceptance criteria and grooming backlogs
  • Proficient in Microsoft Excel, Microsoft PowerPoint, ServiceNow, Lucid charts, Trello and/or Smartsheets
  • Prior Project Management experience preferred
  • Microsoft Dynamics 365 Experience preferred
  • Knowledge of Financial Services


PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and well-being of you and your family. Benefits vary by location but may include:
  • Medical, dental, and vision coverage
  • Life insurance and travel coverage
  • 401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employment
  • Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs
  • Community involvement opportunities with The PIMCO Foundation in each PIMCO office

Similar jobs

Similar jobs

  • You need to sign in to save