Sr Bank Loan Ops Analyst I

1 week ago

Newport Beach, California, United States Pacific Life Full time
Job Description:

Providing 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.

We're actively seeking a talented Sr Bank Loan Ops Analyst I to join our Fixed Income Operations team in Newport Beach, CA. This role is hybrid. We believe in empowering our employees to get work done both in and out of the office.

As a Sr Bank Loan Ops Analyst I you'll play a key role in Pacific Life's growth and long-term success by contributing to the efficient handling of complex syndicated bank loan and middle market loan activity, including the timely capture of Security Master and Trade data. You will fill a role that sits on a team of currently 7 people in the Pacific Life Investment division.

How you'll help move us forward:

•Be actively involved in the full trade lifecycle for syndicated bank loans and middle market loans, ensuring accurate trade capture, settlement, and reconciliation.

•Demonstrate a strong understanding of standard LSTA docs, Legal agreements, common loan terms, complexities, and post-settlement events.

•Handle daily capture of trade activity via STP workflow, troubleshoot automated file errors, working closely with IT team to resolve and drive effective communication with various internal/extermal teams.

•Proactively interact and coordinate with Custodian Banks, Paying Agents, Borrowers, Legal Firms, 3rd Party Investment Managers and varied internal teams to collaborate on complex transactions and resolve technical or operational hurdles that may arise.

•Conduct deep-dive research on income and position discrepancies, coordinate closely with internal teams and utilize advanced problem-solving skills to resolve and remain attentive to opportunities for added efficiencies.

•Demonstrate a strong knowledge of each security traded by PL and its Entities, including settlement mechanics, Security Master terms, cashflow models, ratings

•Exhibit a strong understanding of Operational risks, downstream impact of errors, inaccurate data, insufficient controls

•Demonstrate thorough understanding of the end-to-end workflow of several operational areas including trade capture, trade confirmation, corporate actions, trade and position reconciliations

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

The experience you bring:

•5+ years' experience working in investment operations/middle office role in insurance, asset management, hedge fund, or investment banking

•College degree in finance, accounting, similar discipline and/or equivalent work experience

•Working knowledge of the following systems: Bloomberg AIM, Business Objects, MS Office Suite, ePAM

•Intermediate to advanced Excel skills

•Foundational understanding of Investment Operational methods, market trends, technology, and workflows

•Well-rounded experience providing full operational support to Portfolio Management and Credit Analysis teams across varied asset classes, including Private Placements, Middle Market Loans, Working Capital Finance Notes

•Strong ability to work autonomously, adhere to established controls and procedures, exhibiting keen attention to detail and accuracy while also collaborating with peers, clients, stakeholders, 3rd party vendors and teams across business areas to accomplish core goals.

What makes you stand out:

•Experience paying agent notices, LoanArc, ClearPar, WSO

•Familiarity with Private Placements

•Prior involvement with coordinating Asset Transfers, Free Receipts and Free Deliveries

•Proficiency with Nexen, Bloomberg API, Excel, ePAM, SQL, Power BI, Power Automate

You can be who you are.
People come first here. We're committed to a diverse, equitable and inclusive workforce. Learn more about how we create a welcoming work environment through Diversity, Equity, and Inclusion at www.pacificlife.com. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.

#LI-AJ1

#LI-hybrid

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.

$48.33 - $59.07

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.

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