Barron Bramston
Senior Associate | Institutional Client Management - Latin America & The Caribbean
- Role
- Senior Account Associate at PIMCO
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Barron Bramston
Experienced senior associate with a strong track record in business development and client relationship management in the asset and wealth management industry. Currently serving as a Senior Account Associate at PIMCO, driving fundraising efforts across fixed income and alternatives strategies and providing comprehensive support to institutional, intermediary, and financial advisors. Experienced in fostering relationships with existing investors and prospects, providing robust support for business development endeavors, effectively managing client inquiries, and proficiently conveying and summarizing essential product information. Proven ability to coordinate due diligence processes, roadshows, customize meeting materials, and maintain accurate CRM records.Prior to joining PIMCO, I was a banker analyst at JP Morgan Private Bank, where I provided pivotal support to lead bankers in the acquisition of new ultra-high net worth clients and assisted in the ongoing management of a portfolio of clients with a combined AUM of USD $5 billion. Collaborating closely with a range of specialists and client services teams, I spearheaded client onboarding and ensured the execution of the sales process. Additionally, I crafted portfolio review presentations, pitch books, and addressed client inquiries across a wide range of investment and lending solutions.I hold a Bachelor of Business Administration with a concentration in Finance and Investments from Baruch College, City University of New York. Additionally, I hold Financial Industry Regulatory Authority (FINRA) Series 7 and 63 licenses. In an effort to advance my expertise and stay abreast of industry best practices, I have embarked on the path to achieving the Chartered Financial Analyst (CFA) designation, having successfully completed the Level I exam in November 2023.
Experience
Senior Account Associate
Jan 2024 — Present
Education
Baruch College
Bachelor of Business Administration - BBA
2014 — 2017
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