Lead Investment Operations Analyst

2 weeks ago

Newport Beach, California, United States Pacific Life Full time
Position Overview:

At Pacific Life, we are dedicated to attracting talented, diverse individuals who can help us innovate and enhance our customer experience. We are currently looking for a Senior Analyst in Investment Operations to become a vital member of our Fixed Income Operations team. This position offers flexibility with options for on-site, hybrid, or fully remote work arrangements.

Key Responsibilities:
  • Collaborate with broker-dealers, custodians, legal teams, and internal departments to ensure prompt settlement of transactions.
  • Oversee the onboarding of new third-party partners and manage asset transition initiatives.
  • Handle investment-related funding processes, such as capital calls.
  • Exhibit expertise across various asset classes, including Private Placements, Bank Loans, and CLOs.
  • Regularly conduct reconciliations for income, positions, and Security Master data.
  • Engage directly with front office teams to address inquiries and resolve issues.
  • Champion continuous improvement efforts by working with teams across the organization to align with strategic objectives.
  • Ensure accurate integration of new investments into internal systems and monitor relevant terms.
  • Collaborate closely with Accounting, Compliance, and Audit teams to uphold established controls and best practices.
Qualifications:
  • A minimum of 4 years of experience in fixed income within investment operations or middle office roles in asset management, hedge funds, or investment banking.
  • A degree in finance, accounting, or equivalent professional experience.
  • In-depth understanding of investment operations, including relevant regulations and technologies, trading workflows, and systems.
  • Strong numerical aptitude with the ability to grasp abstract concepts and identify patterns.
  • Creative problem-solving skills and a proactive mindset.
  • Familiarity with standard legal documentation related to Private Placement and Bank Loan settlements.
  • Excellent verbal and written communication skills.
  • Self-driven with strong organizational and planning abilities.
  • Proficient in systems such as Bloomberg, Excel, Business Objects, Power BI, and the MS Office Suite.
  • Technical literacy to effectively communicate with IT support and development teams.
  • Strong interpersonal skills, capable of thriving in a fast-paced environment.
  • Ability to collaborate with internal and external stakeholders to resolve complex issues.
  • Demonstrated proficiency in following documented processes and procedures, with a keen attention to detail.
  • Ability to work independently and as part of a team to meet deadlines and manage multiple priorities.
  • Research and problem-solving skills, with familiarity in legal documents related to securities.
Preferred Qualifications:
  • Experience in Private Placement or Bank Loan settlement and reconciliation, with expertise in ePAM, Business Objects, and Power BI.
Why Join Us:

At Pacific Life, we are committed to fostering a culture of inclusion and belonging. Our employee connection groups provide a platform for community building and support throughout the organization.

Compensation and Benefits:

The compensation range for this role reflects our commitment to fair pay based on experience and qualifications. We also offer a comprehensive benefits package that prioritizes your well-being from day one, including medical, dental, and vision coverage, generous paid time off, and a competitive 401k savings plan with company matching.

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