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2027Summer InternGlobal Wealth Management,Private Client GroupAnalyst,US

PIMCO

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At a glance

Compensation
No compensation found
Location
NEW YORK, NY
Role Type
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 Client Group supports high-net-worth individuals, family offices, and financial advisors with personalized service and tailored investment solutions. The analyst intern supports investment professionals and account managers through client projects, team initiatives, proposals, due diligence requests, and research on market trends relevant to client objectives. The internship is for students enrolled at a university during Fall 2027.

Skills & qualifications

RequiredNice to have

Skills

Financial MarketsMacroeconomicsInvestment FinanceFinancial StatementsInvestment ConceptsVerbal CommunicationWritten CommunicationClient Relationship DevelopmentEthicsCollaborationOrganizationAdaptabilityProblem SolvingSelf-StarterAccountabilityMultitaskingAttention to DetailExcelEmerging TechnologiesAI Tools

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.2027Summer InternshipGlobal Wealth Management,Private Client GroupAnalyst ,US Positionswillbe 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 See yourself as GWM, Private Client Group Account Analyst: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. PIMCO GWMis responsible forbusiness 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 Groupfocuses on servicing clients such as high-net-worth individuals, family offices, and financial advisors .The team providesa morepersonalized service and tailored investment solutions to meet the specific needs of private clients. Ananalyst'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: * SupportingAccount Managers with client specific projects, team-wide initiatives, RFPs, and customized due diligence requests * Performing research on market trends relevant to clientobjectivestoassistin the analysis and monitoring of client portfolios You'll * Show strong interest in the financial markets, macroeconomics, and investment financeasdemonstratedthrough relevant coursework, certifications, internship/workexperienceand/orprofessional organization & campus club participation * Possess solid foundation in finance and economics, and familiarity with financial statements and basic investment concepts * Are able toarticulate 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 tomulti-task and handle several projects delivering completed work within expected timeline; whilemaintaininghigh levelof attention to detail * 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 requirements are not flexible, we encourage yo

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