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

About this 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 Managemen t ,   Private Client Group   Analyst ,   US    

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 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 the path to meeting your summer goals  

• Want to learn more?   Hear about   The PIMCO I n ternsh i p 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

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