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

Positions   are located in   New York, 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 202 8   – August 202 8  

• Must be enrolled at a university during the Fall   202 7   semester ( August 202 7   – December 202 7 )  

• 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   finance   career .  

• Demonstrate   high level   of   proficiency   with Microsoft Office suite, including Excel and PowerPoint.   

• Demonstr ate   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 W

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