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PIMCO
2027 Summer Intern - Global Wealth Management, Strategic Accounts Analyst, US
Entry-Level JobVerifiedNo experience needed
Career Insights for Account Manager (General)
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What they do
An Account Manager manages client accounts for a company. Develops and maintains communication with company clients, promotes sales and services, and works to resolve problems Accounts may be for product sales, advertising or marketing services or financial services such as banking.
$73,071 / year median in California
-9% projected decline
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.
- Global Wealth Management , Strategic Accounts Analyst, US Positions are located in New York, NY and Newport Beach, CA Youre 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.
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 PIMCOs 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 PIMCOs 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 teams 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 PIMCOs 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 teams ability to differentiate PIMCOs 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 . Youll excel as aU.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 Week 1, youll participate in PIMCO Fundamentals Training, which will provid e you with the foundation al skills, knowledge, and relationships needed for the rest of the internship. Alongside your colleagues, participate in PIMCOs Global Month of Volunteering , developed to heighten the impact of our employees worldwide volunteer efforts . Join us for a variety of cross-divisional education, networking & social events! Your supervisor, peer mentor, senior leaders and team offer guidance and mentorship throughout the summer . You will gain hands-on experience with AI-powered tools from day one, with training and resources that help build future ready skills and make an impact from the start Youll receive feedback at mid- and end-of-summer as part of a formal review process to keep you on track to meet your summer goals .