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

PIMCO•Newport Beach, CA

1d•$43•Onsite

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. Positions are located in New York, NY and Newport Beach, CA.

Requirements

Pursuing an undergraduate degree
Must be able to begin full time employment from a PIMCO office between January 2028 – August 2028
Must be enrolled at a university during the Fall 2027 semester (August 2027 – December 2027)
Minimum 3.3 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
Adopt a team-based approach, communicate effectively, collaborate on key projects, and deliver individual work within expected timelines, all while maintaining a high level of attention to detail.
Possess a growth mindset by problem-solving, being curious about the role, and thinking creatively about how to contribute to the success of the broader business.
Demonstrate a strong interest in financial markets, macroeconomics, and investments through relevant coursework, certifications, internship/work experience and/or participation in professional organizations & campus clubs.
Articulate ideas/strategies clearly, both verbally and in writing.
Demonstrate the ability to conduct research and analyze complex data to identify trends and draw meaningful insights; some proficiency in financial modeling is a plus.
Possess a solid foundation in finance and economics, along with familiarity with financial statements and basic investment concepts.
Possess the ability to develop client relationships into strategic partnerships and have an interest in a client facing finance career.
Demonstrate high level of proficiency with Microsoft Office suite, including Excel and PowerPoint.
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

Nice To Haves

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/or participation in the chartered financial analyst progrom through the CFA institute.

Responsibilities

Conducting research on market trends, competitor offerings, economic indicators, and investment products to support the broader team’s ability to differentiate PIMCO’s solutions for clients.
Using data analytics tools to analyze client portfolios, investment performance, and market data to service existing clients and support internal strategic decision-making.
Assisting in the development and execution of client business plans in collaboration with GWM stakeholders, including sales and product strategy teams.