2027Summer Intern - Global Wealth Management,Strategic AccountsAnalyst, US

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 market 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

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

About the Strategic Accounts Analyst role

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 the 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

• Conduct 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
• Use data analytics tools to analyze client portfolios, investment performance, and market data to service existing clients and support internal strategic decision-making
• Assist in the development and execution of client business plans in collaboration with GWM stakeholders, including sales and product strategy teams

Qualifications

• 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
• 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 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

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 program through the CFA Institute.

Internship experience

• 10-week program running from early June to mid-August, with the expectation of full availability for the duration
• Week 1: PIMCO Fundamentals Training providing foundational skills, knowledge, and relationships
• Participate in PIMCO’s Global Month of Volunteering to heighten the impact of employees’ worldwide volunteer efforts
• Cross-divisional education, networking, and social events
• Guidance and mentorship from supervisor, peer mentor, senior leaders, and team throughout the summer
• Hands-on experience with AI-powered tools from day one, with training and resources that help build future-ready skills and enable impact from the start
• Formal mid- and end-of-summer feedback reviews to keep on track to meet summer goals

Compensation

Hourly rate: $43.26

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.