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2027 Summer Intern – Global Wealth Management, Private Family Capital Analyst, US

Pimco

Newport Beach, CA USA | Austin, USonsite

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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.

20 27   Summer Internship – Global Wealth   Management , Private Family Capital Analyst, US  

Positions will   be located in   PIMCO’s Newport Beach, CA Headquarters, Austin, Texas, or New York, New York (strong preference for Newport).  

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  

• Interested in alternatives investments  

See yourself as GWM, Private Family Capital:  

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.   Within GWM , the   Private Fami ly Capital (PFC)   team   is responsible fo r   relationship management,   business development,   and client coverage for single-family offices and other ultra-high-net-worth investors.   

The team provides a more personalized service and tailored investment solutions to meet the specific needs of   single-family office   clients   and prospects .   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:  

• Supporting Account Managers with   client specific projects ,   team-wide   initiatives ,   and customized due diligence requests   from single-family office clients and prospects  

• Assisting with the preparation of client materials, briefing materials, and strategic projects supporting the growth of the Private Family Capital business  

• Conducting research on investment strategies, market t he mes, indus try   trends , and prospective   clients to support client engagement and portfolio discussions  

You’ll   excel as a Global Wealth Management (GWM), PFC 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 basic investment concepts  

• Are able to   articulate ideas/strategies clearly, both verbally and in writing  

• Have   an interest in a client-facing career within Finance   and delivering investment solutions to sophisticated private investors  

• 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  

• Interest in   alts   investments  

• 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 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 the path to meeting your summer goals  

• Want to learn more?   Hear about   The PIMCO Internship 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

Salary insight

This posting doesn't disclose pay. Across 9,985 New York jobs with disclosed salaries on ForgeApply, the median is $160k.

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