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

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Pimco

Oct 6, 2023

Applications are closed

  • Internship
    Full-time
    Summer Internship
  • Banking & Finance
  • New York

Requirements

  • 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

Responsibilities

  • 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.

Through changing markets & changing times, PIMCO has been a global leader in active fixed income for 50+ years.

Finance
Industry
1001-5000
Employees
1971
Founded Year

Mission & Purpose

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