Senior Investment Operations Analyst

5 days ago


Newport Beach, California, United States Pacific Life Full time
About the Role

Pacific Life is seeking a highly skilled Senior Investment Operations Analyst to join our Fixed Income Operations team. This role will play a critical part in our company's growth and success by ensuring the efficient and accurate execution of investment operations.

Key Responsibilities
  • Coordinate with broker-dealers, custodian banks, agents, and internal teams to facilitate timely settlement and trade processing.
  • Lead new 3rd party onboarding and asset transition projects, ensuring seamless integration with our systems.
  • Process investment-related fundings, including capital calls, and manage onboarding of new investments.
  • Conduct regular income, position, and Security Master reconciliations to ensure accuracy and compliance.
  • Collaborate with front office teams to handle issues and inquiries, and work closely with Accounting, Compliance, and Audit teams to ensure compliance with established controls and best practices.
Requirements
  • 4+ years of experience in fixed income operations or a related field, with a strong understanding of investment operations, new concepts, and regulations.
  • College degree in finance, accounting, or a related field, or equivalent work experience.
  • Strong analytical and problem-solving skills, with the ability to understand abstract concepts and recognize patterns.
  • Excellent communication and interpersonal skills, with the ability to work effectively in a fast-paced environment.
  • Proficiency in systems such as Bloomberg, Excel, Business Objects, Power BI, ePAM, and MS Office Suite.
What We Offer
  • A competitive salary and benefits package, including medical, dental, and vision coverage, as well as a 401(k) savings plan with company match.
  • A dynamic and inclusive work environment, with opportunities for professional growth and development.
  • A commitment to diversity, equity, and inclusion, with a focus on creating a culture of belonging.


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