Pacific Investment Management Company

2027 Summer Intern – Global Wealth Management, Private Family Capital Analyst, US 

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

Qualifications

  • Pursuing an undergraduate degree with a minimum 3.2 GPA.
  • Enrolled at a university during Fall 2027 semester.
  • Availability for full-time employment between January and August 2028.
  • Business proficiency in English is required.
  • Interest in alternative investments. Like financial markets, macroeconomics, and investment finance.

Responsibilities

  • Support Account Managers with client-specific projects and due diligence requests.
  • Prepare client materials and strategic projects for business growth.
  • Conduct research on investment strategies and market trends for client engagement.
  • Collaborate with team members on initiatives to enhance client services.
  • Engage in data analysis to inform investment strategy discussions.

Benefits

  • 10-week summer internship program with hands-on experience.
  • Formal training including PIMCO Fundamentals Training during Week 1.
  • Access to mentorship from supervisors and senior leaders throughout the program.
  • Engagement in networking and social events for broader exposure.
  • Opportunity to work with AI-powered tools and resources for emerging technologies.
Full Job Description

2027Summer Internship – Global WealthManagement, Private Family Capital Analyst, US

Positions willbe located inPIMCO’s Newport Beach, CA Headquarters, Austin, Texas, or New York, New York (strong preference for Newport).

You’reeligible to apply if you:

  • Pursuing an undergraduate degree

  • Must be able to beginfull timeemployment at a PIMCO office betweenJanuary 2028August 2028

  • Must be enrolled at a university during the Fall2027semester (August 2027December 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

  • Interested in alternatives investments

See yourself as GWM, Private Family Capital:

Global Wealth Management (GWM)s mission is to createindustry leadingexperiences for financial intermediates and their individual investor clients while providing a strong contribution to PIMCOs overall business results.Within GWM, thePrivate Family Capital (PFC)teamis responsible forrelationship management,business development,and client coverage for single-family offices and other ultra-high-net-worth investors.

The team provides a more personalized service and tailored investment solutions to meet the specific needs ofsingle-family officeclientsand prospects.An analysts primary responsibility is to support PIMCOs investment professionals to ensure delivery of the highest level of service to our clients.

Responsibilities for this role include:

  • Supporting Account Managers withclient specific projects,team-wideinitiatives,and customized due diligence requestsfrom single-family office clients and prospects

  • Assisting with the preparation of client materials, briefing materials, and strategic projects supporting the growth of the Private Family Capital business

  • Conducting research on investment strategies, market themes, industrytrends, and prospectiveclients to support client engagement and portfolio discussions

Youllexcel as a Global Wealth Management (GWM), PFC Account Analyst if you:

  • Show strong interest in the financial markets, macroeconomics, and investment finance asdemonstratedthrough relevant coursework, certifications, internship/workexperienceand/or professional organization & campus club participation

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

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

  • Havean interest in a client-facing career within Financeand delivering investment solutions to sophisticated private investors

  • 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; whilemaintaininghigh levelof attention to detail

  • Interest inaltsinvestments

  • 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 notpossess100% 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,youllparticipatein PIMCO Fundamentals Training, providing you with the skills, knowledge, and relationships that will prepare you for success

  • Alongside your colleagues,participatein PIMCO's, 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, seniorleadersand 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

  • Youllreceive 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 aboutfrom past interns

  • As a PIMCO intern,youllreceive 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 conductan initialreview of your resume

  • If you are selected to move forward, you will take a cognitive assessment andhave the opportunity toshowcaseyour 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 theinitialreview. 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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