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2027Summer Intern Global WealthManagement, Private Family Capital Analyst, US

PIMCO

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At a glance

Compensation
No compensation found
Location
NEW YORK, NY
Role Type
Internship
Schedule
Internship
Work Authorization
Not specified

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Requirements

Credentials this posting asks for.

Bachelor's degree

Job overview

PIMCO’s Global Wealth Management Private Family Capital team supports single-family offices and other ultra-high-net-worth investors through relationship management, business development, client coverage, and tailored investment solutions. The analyst supports investment professionals with client projects, materials, research, and strategic initiatives. The posting seeks undergraduate students interested in financial markets, investment finance, client-facing finance, and alternative investments.

Skills & qualifications

RequiredNice to have

Skills

Financial MarketsMacroeconomicsInvestment FinanceInvestment ConceptsVerbal CommunicationWritten CommunicationClient Relationship ManagementAlternative InvestmentsExcelEmerging TechnologiesAI ToolsOrganizationAdaptabilityProblem SolvingSelf-MotivationAccountabilityMultitaskingAttention to DetailEthicsCollaboration

Qualifications

Undergraduate DegreeGPA 3.2+Business-Proficient English

Full job description

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. 2027 Positions willbe located in You're * Pursuing an undergraduate degree * Must be able to beginfull timeemployment at a PIMCO office betweenJanuary 2028- August 2028 * Must be enrolled at a university during the Fall2027semester (August 2027- December 2027) * 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 createindustry leadingexperiences for financial intermediates and their individual investor clients while providing a strong contribution to PIMCO's overall business results.Within GWM, thePrivate Family Capital (PFC)teamis responsible forrelationship 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 ofsingle-family officeclients 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 withclient specific projects,team-wideinitiatives,and customized due diligence requestsfrom 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 themes, industrytrends, and prospectiveclients to support client engagement and portfolio discussions You'll * Show strong interest in the financial markets, macroeconomics, and investment finance asdemonstratedthrough relevant coursework, certifications, internship/workexperienceand/or professional organization & campus club participation * Possess solid foundation in finance and economics, and familiarity with basic investment concepts * Are able toarticulate ideas/strategies clearly, both verbally and in writing * Havean interest in a client-facing career within Financeand delivering investment solutions to sophisticated private investors * Are personable, ethical, collaborative, organized, adaptable, problem-solver, self-starter, accountable * Have the ability tomulti-task and handle several projects delivering completed work within expected timeline; whilemaintaininghigh levelof attention to detail * Interest inaltsinvestments * Proficiencyin 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 requir

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