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

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

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

You're eligible to apply if you are:

• 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

See Yourself as a Strategic Accounts Analyst:

U.S. Global Wealth Management (U.S. GWM)’s mission is to create industry leading experiences for financial intermediaries and their individual investor clients while making a strong contribution to PIMCO’s overall business results. PIMCO U.S. GWM is responsible for business strategy and client coverage of financial intermediated individual investor segment of the market. Coverage includes RIAs, wirehouses, family offices, banks/ brokerage firms, trust banks, platforms and sub-advisory relationships.

Within U.S. GWM, the Strategic Accounts team’s core responsibility is building and expanding PIMCO’s largest intermediary clients (i.e., national, and regional broker-dealers, banks, platforms, etc.). Members of the Strategic Accounts team act as strategic partners, providing highly customized investment solutions and services to meet the unique needs of these key clients. The team’s success is 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 PIMCO’s solutions with client goals. This unique and dynamic business function requires partnership and collaboration with all corners of the firm, including but not limited to the following teams: Product Strategy, Portfolio Management, Sales, Marketing, Legal & Compliance and Operations.

Responsibilities for this internship include:

• 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.

You'll excel as a U.S. GWM Account Analyst if you:

• 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.

• 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.

• 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

While our eligibility requirements are not flexible, we encourage you to apply even if you do not possess 100% 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, you’ll participate in PIMCO Fundamentals Training, which will provide you with the foundational skills, knowledge, and relationships needed for the rest of the internship.

• Alongside your colleagues, participate in PIMCO's Global 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, senior leaders and 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

• You’ll receive feedback at mid- and end-of-summer as part of a formal review process to keep you on track to meet your summer goals.

• Want to learn more? Hear about The PIMCO Internship Experience from past interns

• As a PIMCO intern, you’ll receive 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 an initial review of your resume

• If you are selected to move forward, you will take a cognitive assessment and have the opportunity to showcase your interests, skills, and personality by completing a one-way video interview via HireVue

• 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 the initial review. 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 is an equal opportunity employer committed to creating an inclusive, cognitively diverse environment.

For more information on PIMCO and Career Opportunities, please visit www.pimco.com/careers/students