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2024 Summer Intern - U.S. Global Wealth Management Account Analyst, Strategic Accounts

Learn more about PIMCO
PIMCO

PIMCO

2024 Summer Intern - U.S. Global Wealth Management Account Analyst, Strategic Accounts

Newport Beach, CA +1 location
Internship
Paid
  • Responsibilities

    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.

    2024 Summer Internship - Account Analyst, Global Wealth Management Strategic Accounts, US

    Positions are located in PIMCO’s Newport Beach, CA Headquarters and New York, NY.

    You’re eligible to apply if you:

    • Are an undergraduate currently pursuing a degree with an expected graduation date of December 2024 - June 2025
    • 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

    You’ll excel as a Global Wealth Management (GWM), Strategic Accounts Account Analyst if you:

    • Are a self-starter, ability to work within the firm's demanding and highly focused environment
    • Are a team player and collaborator
    • Have outstanding relationship building skills and the ability to develop client relationships into strategic partnerships
    • Have the ability to clearly articulate analysis, written and verbally
    • Work effectively with all levels of personnel as part of a team
    • Demonstrate proficiency with Microsoft Excel
    • Have excellent time management, multi-tasking, organization and communication skills
    • Preferred major in Business/Finance, Economics, or Accounting

    See yourself as GWM, Strategic Accounts Account Analyst:

    The GWM Strategic Accounts team serves a unique and dynamic role that is based around the core responsibility of servicing PIMCO’s largest intermediary clients (i.e. national and regional broker-dealers, banks, platforms, etc.). The individuals that make up this team work within the broader Strategic Accounts group to ensure delivery of the highest level of service to clients. The primary responsibility of analysts are to work alongside associates and account managers as part of dedicated relationship teams and understand and maintain a working knowledge of firm platforms, manager evaluation process, firm initiatives and investment trends. The ability to gather, analyze, and discuss economic and fixed income trends, evaluate portfolio structures and strategies, and deliver performance attribution analyses are important skills for this role. In addition to client servicing responsibilities, many members of the group participate in the Chartered Financial Analyst (CFA) program through the CFA Institute, CIMA, CAIA or other relevant financial designation.

    How you should apply:

    • Applications open early August 2023. We review applications on a rolling basis and encourage you to apply by submitting your resume & unofficial transcript as soon as you are ready.

    What to expect during the interview process:

    • After we receive your application, we'll conduct an initial resume & cover letter review. We'll send status updates throughout the process.
    • You’ll showcase your interests, skills, and personality by completing a one-way video interview
    • If selected to move forward, you'll meet with us during final-round interviews conducted live via video conference. Interviews typically consist of behavioral and technical concepts, as well as an Excel assessment.

    PIMCO is an equal opportunity employer committed to creating an inclusive, cognitively diverse environment.

    For more information on PIMCO and Career Opportunities, please visit www.pimco.com/careers

    PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.

    Hourly Rate: $ 43.27

    Equal Employment Opportunity and Affirmative Action Statement

    PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.

    Applicants with Disabilities

    PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.

  • Industry
    Investment Management
  • Locations
    Newport Beach, CA • New York, NY
  • About Us

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.

    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.