2027 Summer Intern – Global Wealth Management, Private Client Group Analyst, US
About The Position
PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives – regardless of shifting marketing conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions, and service to our clients. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. 2027 Summer 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.
Requirements
- 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
Nice To Haves
- Show strong interest in the financial markets, macroeconomics, and investment finance as demonstrated through relevant coursework, certifications, internship/work experience and/or professional organization & campus club participation
- Possess solid foundation in finance and economics, and familiarity with financial statements and basic investment concepts
- Are able to articulate 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 to multi-task and handle several projects delivering completed work within expected timeline; while maintaining high level of attention to detail
- Proficiency in 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
Responsibilities
- 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
Benefits
- competitive compensation
- transition bonus to help with relocation
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What This Job Offers
Job Type
Full-time
Career Level
Intern
