About the role
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. 202 7
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 202
- 8
- – August 202 8
- Must be enrolled at a university during the Fall
202
- 7
- semester ( August 202 7
- – December 202 7 )
- 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, t he 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:
Conduct
- ing
- 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 .
- Us ing
- data analytics tools to analyze client portfolios, investment performance, and market data to
- service existing clients and
- support
- internal
- strategic decision-making .
Assist
ing
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 timeline s ,
- 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 investment s
- through relevant coursework, certifications, internship/work experience and/or
- participation in
- professional organization s
- & campus club s .
- 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 .
A
rticulate 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.
Demonstr
- ate
- 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
- provid e
- you with the
- foundation al
- 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
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Hourly Rate: $ 43.26 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.