Jason Duran

Enthusiast
DISC Type : i

Senior Vice President, Finance - Funds and Operations at PIMCO

Newport Beach, California, United States

Overview

Jason Duran is a Senior Vice President at PIMCO, specializing in business analytics and operational enhancements to drive profitability. A versatile manager with deep expertise in the investment management industry, he holds an MBA from the University of Southern California and a B. A. from UC Santa Barbara.

Outside of his direct role, Jason maintains a keen interest in the broader financial world, following thought leadership from sources like the Harvard Business Review and developments in wealth management.

He once led the implementation of a web-based invoice application that successfully eliminated thousands of manual paper invoices.

Personality Overview

Story Driven

Amiable & Agreeable

Optimistic

They are generally friendly, so be careful when relying on their word.  Unlike D or C types, they are convinced more by stories and testimonials. They prefer to build relationships rather than staying totally transactional.

Topics They Care About

Fund Profitability
Has direct experience preparing and presenting fund profitability analysis to multiple Boards in connection with the Investment Company Act of 1940.
Operational Efficiency
Focuses on implementing operational enhancements and successfully led a project to automate and digitize a multi-billion dollar invoicing process.
Business Analytics
Specializes in developing business analytics to help achieve a firm's profitability objectives within the investment management industry.

Media Appearances

Jason has no verified media appearances

Work History

1-2024
Senior Vice President, Finance - Funds and Operations at PIMCO
5-2013 - 1-2024
Vice President, Finance - Funds and Operations at PIMCO
1-2011 - 5-2013
Fund Treasury Manager at PIMCO
11-2000 - 4-2003
Business Service Representative II at Pacific Life
4-1999 - 7-2000
Wealth Management Advisor Internship at Morgan Stanley Global Wealth Management (formerly Salomon Smith Barney)

Education

2006 - 2009
Master of Business Administration (M.B.A.) from University of Southern California
1998 - 2000
B.A. Business Economics from UC Santa Barbara

More Information

Social Presence :

Prographics :

Exp : 18 Location : Newport Beach, California, United States Job Level : Leadership Designation : Senior Vice President, Finance - Funds and Operations at PIMCO
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Insights For Selling To Jason

During A Call Or A Meeting

DO's

  • Maintain high, positive energy and convey confidence
  • Refer to interesting customer testimonials and stress on great customer experience
  • Ask them how their day is going or exchange some other pleasantries

DONT's

  • Don’t ask too many questions in one go, weave them into the flow
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don't be critical or challenge them openly, they can react defensively

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jason is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Jason

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Jason move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Jason take some risk or not?

  • They can take some low-probability risks if needed.

You And Jason

Personality Compatibility


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