![Pacific Life](https://media.trabajo.org/img/noimg.jpg)
Lead Investment Operations Analyst
2 weeks ago
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.
- 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.
- Experience in Private Placement or Bank Loan settlement and reconciliation, with expertise in ePAM, Business Objects, and Power BI.
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.
-
Senior Investment Operations Analyst
3 days ago
Newport Beach, California, United States Pacific Life Full timeAbout the RolePacific 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 ResponsibilitiesCoordinate with broker-dealers, custodian banks, agents, and...
-
Senior Analyst of Investment Operations
2 weeks ago
Newport Beach, California, United States Pacific Life Full timePosition 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 of Investment Operations to join our Fixed Income Operations team. This position offers flexibility with options for on-site, hybrid, or fully remote work...
-
Quantitative Research Analyst
3 days ago
Newport Beach, California, United States Acord (association For Cooperative Operations Research And Development) Full timeJob DescriptionCompany OverviewAcord, a leading association for cooperative operations research and development, is seeking a highly skilled Quantitative Research Analyst to join our Alternatives Investment team in Newport Beach. Our Alternatives business has continued to expand fund offerings and remains a key driver of growth for the firm, investing in...
-
Derivative Operations Manager
6 days ago
Newport Beach, California, United States Pacific Life Full timeAbout the RolePacific Life is seeking a highly skilled Derivative Operations Manager to join our Investment Operations Team in Newport Beach, CA. This role can be on-site or hybrid, with the possibility of fully remote work for the right candidate.Key ResponsibilitiesOversee operational activities for derivatives in various systems, including derivative...
-
Derivative Operations Manager
6 days ago
Newport Beach, California, United States Pacific Life Full timeAbout the RolePacific Life is seeking a highly skilled Derivative Operations Manager to join our Investment Operations Team in Newport Beach, CA. This role can be on-site or hybrid, with the possibility of fully remote work for the right candidate.Key ResponsibilitiesOversee operational activities for derivatives in various systems, including derivative...
-
Investment Operations Specialist II
2 weeks ago
Newport Beach, California, United States Pacific Life Full timePosition Overview: At Pacific Life, we are dedicated to attracting talented, innovative, and diverse individuals to enhance our mission of transforming our business and delivering exceptional customer experiences. We are currently looking for a skilled Senior Analyst in Investment Operations to join our Fixed Income Operations team. This position offers...
-
Senior Credit Investment Analyst
2 weeks ago
Newport Beach, California, United States PIMCO Full timeAbout the Company: PIMCO is a renowned global authority in active fixed income, showcasing expertise across both public and private markets. Established in 1971, PIMCO has built a reputation as an innovator and a trusted advisor within the financial sector.Position: Senior Credit Investment AnalystLocation: Newport Beach, CACompensation: $360,000.00Position...
-
Long Beach, California, United States Sands Investment Group Full timeAbout Sands Investment GroupSands Investment Group is a leading provider of investment opportunities in the commercial real estate market. Our team of experts has a proven track record of delivering exceptional results for our clients.Investment Opportunity OverviewWe are pleased to offer a unique investment opportunity with a Pizza Hut Absolute NNN Lease....
-
Lead Investment Accounting Specialist
2 weeks ago
Newport Beach, California, United States Pacific Life Full timePosition OverviewPacific Life is committed to fostering a diverse and dynamic workforce that drives innovation and enhances customer satisfaction. We are currently seeking a qualified Senior Investment Accountant II to enhance our financial reporting capabilities. This position offers flexibility for on-site, remote, or hybrid work arrangements.Key...
-
Lead Analyst, Property Acquisitions
2 weeks ago
Newport Beach, California, United States NAIOP SoCal Full timePosition Title: Senior Analyst, Acquisitions & DispositionsCompany: NAIOP SoCalLocation: Newport Beach, CAEmployment Type: Full-time; On-site; Mid-Senior levelKey Skills: Communication, Microsoft Excel, and moreJob Overview:NAIOP SoCal is a dynamic organization seeking dedicated professionals eager to advance their careers. The Senior Analyst of Acquisitions...
-
Senior Investment Fee Associate
1 week ago
Newport Beach, California, United States PIMCO Full timeSenior Associate, Client BillingPIMCO, a global leader in active fixed income, seeks a highly motivated and intellectually curious professional to join its team of revenue experts as a Senior Associate in the Client Billing department.Key Responsibilities:Calculate and produce specialized fixed and incentive investment management fee invoices according to...
-
Private Equity Investment Analyst
1 week ago
Manhattan Beach, California, United States K1 Full timeJob OverviewPosition Summary:K1 is in search of a Private Equity Investment Analyst to enhance our growing Investment team. We are looking for an individual with exceptional analytical capabilities and strong communication skills, who can effectively manage multiple tasks and collaborate within a team environment.The ideal candidate will be curious, highly...
-
Lead Quantitative Analyst
1 week ago
Newport Beach, California, United States PIMCO Full timePIMCO stands as a premier authority in active fixed income, possessing profound expertise across both public and private markets. We allocate our clients' capital across a diverse array of fixed income and credit opportunities, drawing upon our extensive experience in navigating intricate debt markets. Our adaptable capital base and robust relationships with...
-
Quantitative Finance Analyst
2 weeks ago
Newport Beach, California, United States Pacific Investment Management Company Full timeCompany OverviewPIMCO is a prominent global entity in active fixed income, showcasing profound expertise across both public and private markets. We strategically invest our clients' capital in a diverse array of fixed income and credit opportunities, drawing upon our extensive experience in navigating intricate debt markets. Our robust capital foundation and...
-
Financial Analyst in Investment Banking
2 weeks ago
Manhattan Beach, California, United States ECHELON Partners Full timeInvestment Banking Analyst Role at ECHELON PartnersAs an Investment Banking Analyst at ECHELON Partners, you will immerse yourself in a vibrant setting that integrates investment banking, advisory services, and financial assessment. Your primary duties will encompass:Identifying and executing financial transactionsAssessing and evaluating investment...
-
Senior Associate for Investment Fee Management
2 weeks ago
Newport Beach, California, United States CFA Institute Full timeCFA Institute is a premier organization in the investment management industry, recognized for its commitment to excellence and integrity. We empower our clients by providing them with exceptional investment insights and solutions across various asset classes. Our culture promotes inclusivity and diverse perspectives, fostering an environment where innovative...
-
Newport Beach, California, United States Pacific Life Full timePacific Life is seeking a seasoned professional to lead our investment risk modeling efforts and drive strategic portfolio decisions. As a key member of our team, you will be responsible for developing and implementing advanced risk management models to ensure the long-term sustainability of our investments.Key Responsibilities:Design and implement complex...
-
Financial Analyst in Investment Banking
2 weeks ago
Manhattan Beach, California, United States ECHELON Partners Full timeInvestment Banking Analyst Opportunity at ECHELON PartnersAs an Investment Banking Analyst at ECHELON Partners, you will immerse yourself in a vibrant atmosphere that integrates investment banking, advisory services, and financial assessment. Your primary duties will encompass:Identifying and executing financial transactionsAssessing and analyzing business...
-
Investment Analyst, Asset Management
1 week ago
Laguna Beach, California, United States Sagard Holdings Full timeJoin Our Team as an Investment AnalystAt Sagard Holdings, we are a dynamic multi-strategy alternative asset management firm with a global presence, including professionals across North America, Europe, and the Middle East.With a diverse investment portfolio spanning four key asset classes—Venture Capital, Private Equity, Private Credit, and Real...
-
Senior Investment Fee Associate
1 day ago
Newport Beach, California, United States PIMCO Full timeAbout PIMCOPIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one...