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

PIMCO Europe Ltd.; New York (NY); On-site; USD 54,000 - 66,000; Full time

Job summary

PIMCO is seeking a 2027 Summer Internship candidate for Global Wealth Management, Strategic Accounts Analyst, in New York or Newport Beach. You will support research on market trends, use analytics to service clients, and collaborate with product strategy and sales teams.

Applicants should be undergraduates, eligible to start full-time in 2028, enrolled in Fall 2027, and maintain a 3.3 GPA. Strong English, Excel/PowerPoint skills and an eagerness to learn are expected.

Qualifications

• Pursuing an undergraduate degree and enrolled for Fall 2027.
• Eligible to begin full-time employment between January 2028 and August 2028.
• Minimum 3.3 GPA on a 4.0 scale or equivalent.

Responsibilities

• Conduct market and product research to support strategic accounts.
• Use data analytics to analyze client portfolios and market data.
• Assist in developing and executing client business plans with GWM stakeholder teams.

Skills

English proficiency

Data analysis

Microsoft Office (Excel, PowerPoint)

Education

Undergraduate student

Tools

Excel

PowerPoint

Job description

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. 2027 Summer Internship - Global Wealth Management, Strategic Accounts Analyst, US Positions are located in New York, NY and Newport Beach, CA

Eligibility

• 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.

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.

We believe that active management is the responsible way to invest our clients' assets in fixed income. For 50 years, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting market conditions. Our clients rely on an investment process that has been tested in virtually every market environment. Bringing together our investment professionals from across the globe, PIMCO's investment process is designed to promote fresh ideas and differing points of view. We innovate to give our clients an edge. Innovation has long been part of the fabric of PIMCO’s culture. Explore how we assess shifting risks and opportunities to build forward‑looking solutions for investors.