Global Wealth Management Strategic Accounts Analyst Intern

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– August 2028

• Must be enrolled at a university during the Fall2027semester (August 2027– 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)’s mission is tocreate industry leading experiences for financial intermediaries andtheir individual investor clients whilemakinga strong contribution to PIMCO’s 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 team’score responsibilityis building and expandingPIMCO’s 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 team’s 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 PIMCO’s solutions with client goals.This unique and dynamic business function requirespartnershipand collaboration withall 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 team’s abilityto differentiate PIMCO’s 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,you’llparticipatein 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

• You’llreceive 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 aboutThe PIMCO Internship Experiencefrom past interns

• As a PIMCO intern,you’llreceive 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 conductan initialreview of your resume 

• If you are selected to move forward, you will take a cognitive assessment andhave the opportunity toshowcaseyour interests, skills, and personality by completing a one-way video interviewviaHireVue

• 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 theinitialreview. 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 visitwww.pimco.com/careers/students