Pacific Investment Management Company

2027 Summer Intern – Global Wealth Management, Private Client Group Analyst, US 

Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Pursuing an undergraduate degree
  • Available for full-time employment between January 2028 – August 2028
  • Enrolled at a university for Fall 2027 semester
  • Minimum 3.2 GPA on a 4.0 scale
  • Business proficiency in English

Responsibilities

  • Support Account Managers with various client projects and initiatives
  • Conduct research on market trends to aid client portfolio analysis
  • Assist in customized due diligence requests and RFPs

Benefits

  • 10-week internship program with comprehensive training
  • Participation in community volunteering initiatives
  • Access to networking and social events
  • Hands-on experience with AI-powered tools
  • Formal feedback and review process during the internship
Full Job Description

2027Summer Internship–Global Wealth Management, Private Client Group Analyst, US

Positions will be located in PIMCO’s Newport Beach, CA Headquarters, Austin, Texas, or New York, NY.  

 

You’re eligible to apply if you:  

  • Pursuing an undergraduate degree 

  • Must be able to begin full time employment at a PIMCO office between January 2028 – August 2028 

  • Must be enrolled at a university during the Fall 2027 semester (August 2027 – December 2027) 

  • Have a minimum 3.2 cumulative collegiate grade point average on a 4.0 scale (or the equivalent) at an accredited 4-year college or university 

  • Are business proficient in English 

 

See yourself as GWM, Private Client Group Account Analyst: 

Global Wealth Management (GWM)’s mission is to create industry leading experiences for financial intermediates and their individual investor clients while providing a strong contribution to PIMCO’s overall business results. PIMCO GWM is responsible for business strategy and client coverage for the intermediated individual investor segment of the market. Converge includes RIAs, family offices, banks/ brokerage firms, trust banks, platforms, and sub-advisory relationships.  

 

The Private Client Group focuses on servicing clients such as high-net-worth individuals, family offices, and financial advisors. The team provides a more personalized service and tailored investment solutions to meet the specific needs of private clients. An analyst’s primary responsibility is to support PIMCO’s investment professionals to ensure delivery of the highest level of service to our clients.  

 

Responsibilities for this role include: 

  • Supporting Account Managers with client specific projects, team-wide initiatives, RFPs, and customized due diligence requests 

  • Performing research on market trends relevant to client objectives to assist in the analysis and monitoring of client portfolios  

 

You’llexcel as a Global Wealth Management (GWM), Private Client GroupAccount Analyst if you:

  • Show strong interest in the financial markets, macroeconomics, and investment financeas demonstratedthrough relevant coursework, certifications, internship/work experienceand/or professional organization & campus club participation

  • Possess solid foundation in finance and economics, and familiarity with financial statements and basic investment concepts

  • Are able toarticulate ideas/strategies clearly, both verbally and in writing

  • Possess the ability to develop client relationships into strategic partnerships;have an interest in a client-facing career within Finance

  • Are personable, ethical, collaborative, organized,adaptable,problem-solver, self-starter, accountable

  • Have the ability tomulti-task and handle several projects delivering completed work within expected timeline; while maintaininghigh level of attention to detail 

  • Proficiencyin Excel is recommended 

  • Demonstrate curiosity and experience in using new emerging technologies and AI tools in your work or school projects to solve problems and drive better outcomes

While our eligibility requirements are not flexible, we encourage you to apply even if you do not possess 100% of the desired skills outlined above. 

 

The PIMCO Internship Experience:  

  • The PIMCO Internship is a 10-week program that runs from early June to mid-August, with the expectation that you will be available for the full duration of the program   

  • During Week 1, you’ll participate in PIMCO Fundamentals Training, providing you with the skills, knowledge, and relationships that will prepare you for success 

  • Alongside your colleagues, participate in PIMCO's Global Month of Volunteering, developed to heighten the impact of our employees' worldwide volunteer efforts  

  • Join us for a variety of cross-divisional education, networking & social events! 

  • Your supervisor, peer mentor, senior leaders and team offer guidance and mentorship throughout the summer 

  • You will gain hands-on experience with AI-powered tools from day one, with training and resources that help build future ready skills and make an impact from the start 

  • You’ll receive feedback at mid- and end-of-summer as part of a formal review process to keep you on the path to meeting your summer goals 

  • Want to learn more?Hear about  from past interns  

  • As a PIMCO intern,you’llreceive competitive compensation, along with a transition bonus to help with relocation to one of our office locations

What to expect during the interview process:  

  • After we receive your application, we will conduct an initial review of your resume  

  • If you are selected to move forward, you will take a cognitive assessment and have the opportunity to showcase your interests, skills, and personality by completing a one-way video interview  

  • Once you complete the assessment and one-way video interview, you will have a final round of live interviews via video conference. These interviews typically include both behavioral and technical questions 

 

Applications for the internship program are reviewed in phases. Candidates are strongly encouraged to apply as early as possible to be considered in the initial review. Later applications received may still be considered; however, due to the high volume of interest, we cannot guarantee that all applications will be reviewed. 

 

PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.


Hourly Rate: $ 43.26

About Pacific Investment Management Company

Pacific Investment Management Company (PIMCO) is an investment management firm that provides a range of investment solutions to clients worldwide. The firm offers a variety of investment strategies, including fixed income, equities, commodities, and real estate. PIMCO was founded in 1971 and is based in Newport Beach, California. The firm has offices in North America, Europe, and Asia.
Learn more about Pacific Investment Management Company
Size
3,000 employees
Industry
Founded
1971

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