Job Abstract

Job Description:

Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We’re actively seeking a talented Sr Investment Operations Analyst II to join our Fixed Income Ops team. This role can be on-site, hybrid, or 100% remote.

As a Sr Investment Operations Analyst II, you’ll play a key role in Pacific Life’s growth and long-term success by demonstrating:

·        Knowledge of the following Fixed Income products traded and how they work, including Bonds, Equities, Money Markets, CMOs (CMBS & RMBS), Mortgages, Private Placements, Term Loans, Working Capital Finance Notes and Corporate Actions.

·        A working knowledge of how each security traded by PL and its Entities works, in particular the risks and potential costs to errors, cash flows, calculations, failing trades and the impact to Pacific Life of operating errors

·        The ability to thoroughly understand the front to back flow of several desks to include trade capture, trade confirmation, corporate actions, trade and position reconciliations

·        Ability to demonstrate and represent Subject Matter Expertise in all facets of the Investment Operations workflow, including regulatory framework and its application to investment operations.

How you will make an impact:

• Coordinate with broker dealers, custodian banks, agents, legal counsel and internal teams to facilitate timely settlement
• Lead new 3rd Party onboarding and asset transition projects
• Processing investment-related fundings (ie capital calls)
• Demonstrate knowledge varied asset classes, including Private Placements, Bank Loans, CLOs, ABS and more
• Conduct income, position, and Security Master reconciliations regularly
• Work directly with front office (trade floor & credit analysts) to handle issues and inquiries
• Embrace continuous improvement Collaborate with teams across the firm to support strategic goals
• Manage onboarding of new investments to ensure they are accurately included in all internal systems and relevant terms are tracked
• Work closely with Accounting, Compliance and Audit teams to ensure compliance with established controls and of best practices

The experience you will bring:

• 4+ years fixed income experience working in Investment operations/middle office role in asset management, Hedge Fund, or investment banking
• College degree in finance, accounting, or equivalent work experience.
• Thorough understanding of Investment Operations, new concepts and regulations and technology being used, including trading workflows and typical systems involved
• Strong aptitude for numbers and ability to understand abstract concepts and recognize patterns.
• Creative thinker and problem solver.
• Knowledge of standard legal docs related to Private Placement and Bank Loan Settlements.
• Demonstrate ability to clearly and effectively communicate verbally and in writing.
• Self-motivated, strong planner and organizer.
• Working knowledge of the following systems: Bloomberg, Excel, Business Objects, Power BI, ePAM, MS Office Suite
• IT literacy strong enough to liaise with IT support, development in order to effectively communicate issues and requirements
• Professional interpersonal, networking, and communication skills:  must be able to efficiently work in a fast-paced environment.
• Ability to work with internal and external counsel and/or senior investment professionals to resolve complex issues.
• Demonstrate proficiency in performing all responsibilities by following  steps outlined during cross-training sessions, documented processes and procedures, exhibiting attention to detail and initiative to help improve or redesign key processes
• Work in a team environment as well as autonomously to meet strict deadlines and effectively manage multiple priorities with minimal supervision.
• Research, problem solving, and resolution skills, including familiarity with legal documents and internal files related to securities owned.

What will make you stand out:

• Experience with Private Placement or Bank Loan settlement and reconciliation. ePAM, Business Objects, Power BI expertise.

#LI-JA1

You belong at Pacific Life

At Pacific Life we are committed to a culture of belonging, a space where all employees are empowered to be authentic. One way we cultivate an inclusive culture is through our employee connection groups. The purpose of these employee-led groups is to offer a place to build community, connection, camaraderie, and a sense of belonging. Each group can be active in education, advocacy, recruitment, and community building throughout our organization. Learn more about our employee connection groups at www.pacificlife.com. 

Want to learn more about life at Pacific Life? Take an inside look at our company culture: Instagram.com/lifeatpacificlife.

Base Pay Range:

The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.

Your Benefits Start Day 1  
 

Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.

• Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents

• Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off

• Paid Parental Leave as well as an Adoption Assistance Program

• Competitive 401k savings plan with company match and an additional contribution regardless of participation

EEO Statement:

Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.