2027 Summer Intern – Global Wealth Management, Private Client Group 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, Financial Services
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 Client Group Analyst, US Positions will be located in PIMCO’s Newport Beach, CA Headquarters, Austin, Texas, or New York, NY.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 See yourself as GWM, Private Client Group Account Analyst:
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. PIMCO GWM is responsible for business 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 Group focuses on servicing clients such as high-net-worth individuals, family offices, and financial advisors. The team provides a more personalized service and tailored investment solutions to meet the specific needs of private clients. 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, RFPs, and customized due diligence requests
Performing research on market trends relevant to client objectives to assist in the analysis and monitoring of client portfolios
You’ll excel as a Global Wealth Management (GWM), Private Client Group 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 financial statements and basic investment concepts
Are able to articulate 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 to multi-task and handle several projects delivering completed work within expected timeline; while maintaining high level of attention to detail
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…
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