2027 Summer Intern - Global Wealth Management, Strategic Accounts Analyst, US

PIMCO • New York, NY

2d • Onsite

About The Position

PIMCO’s U.S. Global Wealth Management (GWM) team develops business strategy and provides client coverage for financial intermediaries serving individual investors. The Strategic Accounts team builds and expands relationships with PIMCO’s largest intermediary clients, including broker-dealers, banks, and platforms. Team members serve as strategic partners, providing customized investment solutions and services to address each client’s needs. The team works across PIMCO, including with Product Strategy, Portfolio Management, Sales, Marketing, Legal & Compliance, and Operations.

The 2027 summer intern will conduct research on market trends, competitor offerings, economic indicators, and investment products; analyze client portfolios, investment performance, and market data using data analytics tools; and help develop and execute client business plans with GWM stakeholders. The 10-week internship runs from early June to mid-August, and interns are expected to be available for its full duration. Interns receive foundational training, guidance and mentorship, feedback, opportunities for education and networking, and hands-on experience with AI-powered tools. The position is located in New York, NY, or Newport Beach, CA.

Candidates must be pursuing an undergraduate degree, remain enrolled at a university during Fall 2027, and be able to begin full-time employment from a PIMCO office between January and August 2028. A minimum 3.3 cumulative GPA on a 4.0 scale (or equivalent) and business proficiency in English are required. The hourly rate is $43.26. Interns also receive competitive compensation and a transition bonus to help with relocation to an office location.

Requirements

• Pursuing an undergraduate degree.
• Must be enrolled at a university during the Fall 2027 semester (August 2027–December 2027).
• Must be able to begin full-time employment from a PIMCO office between January 2028 and August 2028.
• Minimum 3.3 cumulative collegiate GPA on a 4.0 scale, or equivalent, at an accredited four-year college or university.
• Business proficiency in English.
• Team-oriented approach, effective communication and collaboration, ability to deliver work within expected timelines, and strong attention to detail.
• Clear verbal and written communication skills.
• Ability to conduct research and analyze complex data to identify trends and draw meaningful insights.
• Solid foundation in finance and economics, with familiarity with financial statements and basic investment concepts.
• High proficiency with Microsoft Office, including Excel and PowerPoint.
• Interest in financial markets, macroeconomics, and investments, demonstrated through coursework, certifications, work or internship experience, professional organizations, or campus clubs.
• Curiosity and experience using emerging technologies and AI tools in work or school projects to solve problems and improve outcomes.
• Availability for the full 10-week internship, from early June to mid-August.

Nice To Haves

• Some proficiency in financial modeling.
• Interest in a client-facing finance career and ability to develop client relationships into strategic partnerships.
• Relevant coursework, certifications, internship or work experience, or participation in professional organizations or campus clubs related to financial markets, macroeconomics, and investments.

Responsibilities

• Research market trends, competitor offerings, economic indicators, and investment products to help the team differentiate PIMCO’s solutions for clients.
• Use data analytics tools to analyze client portfolios, investment performance, and market data to service existing clients and support internal strategic decisions.
• Assist with developing and executing client business plans in collaboration with GWM stakeholders, including sales and product strategy teams.

Benefits

• Competitive compensation.
• Transition bonus to help with relocation to an office location.
• Foundational training, guidance and mentorship, and mid- and end-of-summer feedback.
• Cross-divisional education, networking, and social events.
• Opportunity to participate in PIMCO’s Global Month of Volunteering.
• Hands-on experience with AI-powered tools, with training and resources.

What This Job Offers

• Career Level: Intern