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

pimco; New York (NY); On-site; USD 12,000 - 18,000; Full time

Job summary

PIMCO invites applications for its 2027 2027 Summer Internship in Global Wealth Management, Strategic Accounts Analyst, US. This program develops skills in market research, client strategy, and financial analytics within a collaborative team environment.

Interns will conduct research on market trends, analyze portfolios and investment data, and help build client business plans with senior GWM stakeholders. FINRA exams are required for full-time team members after joining.

Qualifications

• Pursuing an undergraduate degree.
• Must be able to begin full time employment from Jan 2028 to Aug 2028.
• Must be enrolled at a university during Fall 2027 (Aug 2027–Dec 2027).
• Minimum 3.3 cumulative GPA on a 4.0 scale or equivalent.
• Business proficient in English.

Responsibilities

• Conducting research on market trends, competitor offerings, economic indicators, and investment products to support differentiation of 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 strategy decisions.
• Assisting in the development and execution of client business plans in collaboration with GWM stakeholders, including sales and product strategy teams.

Skills

Data analytics

Interest in financial markets

Team collaboration

Communication

Education

Undergraduate student

Job description

202 7 Summer Internship - Global Wealth Management , Strategic Accounts 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 are located in NewYork, 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, 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 f