2027 Summer Intern - Global Wealth Management, Private Client Group Analyst, US

pimco; Newport Beach (CA); On-site; USD 34,000 - 48,000; Full time

Job summary

PIMCO in Newport Beach, CA is offering a 2027 Summer Internship in Global Wealth Management, Private Client Group Analyst, US, with locations in Newport Beach, Austin, or New York. The program runs for 10 weeks from early June to mid-August, including Fundamentals Training, mentorship, and cross-divisional events to build skills and network with leaders.

Ideal candidates are undergraduate students with a solid finance/economics background, excellent communication, and interest in client-centric

Qualifications

• Current undergraduate student with strong academic record
• Interest in financial markets, macroeconomics, and investment finance
• Solid foundation in finance and economics; familiarity with financial statements
• Strong written and verbal communication; ability to develop client relationships
• Proficiency in Excel encouraged; curiosity with AI tools

Responsibilities

• Support Account Managers with client-specific projects and RFPs
• Research market trends to aid portfolio analysis
• Assist in due diligence requests and cross-divisional initiatives

Skills

Interest in financial markets

Excel proficiency

Finance and economics knowledge

Client relationships

Analytical thinking

Attention to detail

AI tools familiarity

Education

Undergraduate student

Job description

202 7 Summer Internship - Global Wealth Managemen t , Private Client Group Analyst , US

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 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 202 8 - August 202 8
• Must be enrolled at a university during the Fall 202 7 semester ( August 202 7 - December 202 7 )
• 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.

Responsibilities for this role include:

• S upport ing 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

You’ll excel as a Global Wealth Management (GWM), Private Client Group Account Analyst if you :

• 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

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, providing you with the skills, knowledge, and relationships that will prepare you for success

Alongside your colleagues, participate in PIMCO's Global Mont h of Vo l unteering , 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 resour