Qualifications
Responsibilities
Benefits
2027Summer Internship - Global Wealth Management,Strategic AccountsAnalyst, US
Positionsare located inNew York, NYand Newport Beach, CA
You'reeligible to apply if youare:
Pursuing an undergraduate degree
Must be able to beginfull timeemployment from a PIMCO office betweenJanuary 2028 6 August 2028
Must be enrolled at a university during the Fall2027semester (August 2027 6 December 2027)
Minimum 3.3cumulative 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 a Strategic Accounts Analyst:
U.S.Global Wealth Management (U.S.GWM)9s mission is tocreate industry leading experiences for financial intermediaries andtheir individual investor clients whilemakinga strong contribution to PIMCO9s overall business results.PIMCO U.S. GWMis responsible forbusiness strategy and clientcoverage of financialintermediated individual investor segment of the market.Coverage includesRIAs,wirehouses,family offices, banks/brokerage firms, trust banks,platformsand sub-advisory relationships.
Within U.S. GWM, the Strategic Accounts team9score responsibilityisbuilding and expandingPIMCO9s largest intermediary clients (i.e.,national,and regional broker-dealers, banks, platforms, etc.).Members of the Strategic Accounts team act asstrategicpartners,providinghighly customized investment solutions and servicesto meetthe unique needs of these keyclients.The team9s successis measured not just by sales and asset growth, but also by the strength and depth of client relationships, client satisfaction, and the strategic alignment of PIMCO9s solutions with client goals.This unique and dynamic business function requirespartnershipand collaborationwithall corners of thefirm, including but not limited tothe following teams: Product Strategy, Portfolio Management, Sales, Marketing, Legal & ComplianceandOperations.
Responsibilities forthisinternship include:
Conductingresearch on market trends,competitor offerings,economic indicators, and investment products tosupport the broader team9s abilityto differentiate PIMCO9s solutionsfor clients.
Usingdata analytics tools to analyze client portfolios, investment performance, and market data toservice existing clients andsupportinternalstrategic decision-making.
Assistingin the development and execution of client business plans in collaboration with GWM stakeholders, including sales and product strategy teams.
You'llexcel as aU.S. GWMAccount Analyst if you:
Adopta team-based approach, communicate effectively, collaborate on key projects, and deliver individual work within expected timelines,allwhilemaintaininga high levelof attention to detail.
Possess a growthmindset by problem-solving, being curious about the role, and thinkingcreativelyabouthow to contribute to the success of the broader business.
Demonstrate astrong interest in financial markets, macroeconomics, and investmentsthrough relevant coursework, certifications, internship/work experience and/orparticipation inprofessional organizations& campus clubs.
Due to the technical nature of this role, all full-time members of Strategic Accounts must pass FINRA series exams. In addition, some members have furthered their credentials through an MBA and/orparticipation in the chartered financial analyst progrom through theCFAinstitute.
Articulate ideas/strategies clearly, both verbally and in writing.
Demonstratetheability to conduct research and analyze complex data toidentifytrends and draw meaningful insights; someproficiencyin financial modeling is a plus.
Possess a solid foundation in finance and economics,along withfamiliarity with financial statements and basic investment concepts.
Possess the ability to develop client relationships into strategic partnershipsand have aninterest inaclient facingfinancecareer.
Demonstratehigh levelofproficiencywith Microsoft Office suite, including Excel and PowerPoint.
Demonstratecuriosity 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,you9llparticipatein PIMCO Fundamentals Training,which willprovideyou with thefoundationalskills, knowledge, and relationshipsneededfor the rest of the internship.
Alongside your colleagues,participatein PIMCO'sGlobal 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, 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
You9llreceive feedback at mid- and end-of-summer as part of a formal review process to keep you ontrack to meetyour summer goals.
Want to learn more?Hear aboutfrom past interns
As a PIMCO intern,you9llreceive 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
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