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2027 Summer Intern – Global Wealth Management, Private Family Capital Analyst, US
Job in
Newport Beach, Orange County, California, 92659, USA
Listed on 2026-08-24
Listing for:
PIMCO
Full Time, Seasonal/Temporary, Apprenticeship/Internship
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst
Job Description & How to Apply Below
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 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 2028 – August 2028
Must be enrolled at a university during the Fall 2027 semester (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 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 Family Capital (PFC) team is responsible for 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 themes, industry 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…
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