Sr. Investment Operations Analyst II

4 days ago


Newport Beach, United States Pacific Life Full time

Senior Investment Operations Analyst IIProviding for loved ones, planning rewarding retirements, saving enough for whatever lies ahead our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future including your own.Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating superior customer experience. We're actively seeking a talented Senior Investment Operations Analyst II to join our Global Institutional Investment Group (GIIG) in Newport Beach, CA. This role is on-site. You'll work at our state-of-the-art Newport Beach headquarters.As a Senior Investment Operations Analyst, you'll play a key role in Pacific Life's growth and long-term success by providing operational support for GIIG's middle-office team. You will fill a new role that sits in a team of six people in the Institutional division. Your colleagues will include Investment Operations Analysts and fellow investment professionals.How you'll help move us forward:Day-to-day operational support for our Global Institutional Investment Group products: Spread Lending, Stable Value, and Institutional Fixed Annuity. This middle-office role is a crucial link between the front-office functions (ie sales/underwriting) and back-office functions by engaging in the complete product lifecycle, from trade execution to reporting.Collaborate with colleagues, custodian banks, external parties, internal departments (Accounting, Audit, Treasury, Finance, Actuaries, Compliance, Law and Enterprise Risk Management) and other areas where necessary to ensure GIIG transactions, deliverables, and reporting are timely and accurately completedAdvance knowledge and thorough understanding of all common fixed income investments including trade execution and associated processes. Leverage your industry expertise to optimize process efficiencyWork with leaders, colleagues or independently to meet strict deadlines and effectively manage multiple priorities with minimal supervisionAbility to analyze problems and find solutions using data. Statistical analysis, data modeling, and data cleaningProduce analysis and dashboard reporting, management reports/presentations, and adhoc reportingThe experience you bring:7+ years of experience working in investment operations/middle office role in asset management or investment bankingCollege degree in finance, accounting, or similar discipline, is preferredThorough understanding of fixed-income investments, including trading workflows and systems involvedMust be able to demonstrate proficiency in performing all responsibilities by following documented processes and procedures, while exhibiting attention to detail and accuracyAdvanced research and resolution skills, including familiarity with legal documentsBasic knowledge of Generally Accepted Accounting Principles (GAAP) and Statutory (STAT) relating to securities investmentsWhat makes you stand out:CFA/MBA beneficial, but not requiredAdvance technical data skills: SQL, Python, Power BI and ExcelKnowledge of handling and interpreting datasetsComprehensive knowledge of MS Office SuiteExperience executing small scale initiatives and participating as a subject matter expert in larger scale initiativesWorking knowledge of the following systems: Bloomberg, FactSet, SalesforceYou can be who you are.We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlifeBase Pay Range: $121,770.00 - $148,830.00Your 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 dependentsGenerous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time OffPaid Parental Leave as well as an Adoption Assistance ProgramCompetitive 401k savings plan with company match and an additional contribution regardless of participationEEO 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.



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