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Sr. Investment Ops Professional

3 weeks ago


Newport Beach, California, United States Pacific Life Full time
Our Mission

Pacific Life is committed to delivering exceptional service and innovative products that meet the evolving needs of our customers. Our team is dedicated to creating a positive impact on the lives of our policyholders, employees, and communities.


Job Description

This role is responsible for providing critical support to our Fixed Income Operations team in Newport Beach, CA. As a Sr. Private Placement Investment Operations Analyst I, you will play a key role in Pacific Life's growth and long-term success by contributing to the efficient handling of complex Private Placement and Alternative investment activity.


Key Responsibilities
  • Process trades related to privately placed fixed income, alternative investments, and structured products to support the general account investment portfolio.
  • Work closely with Internal and External counsel to facilitate the operational end of closing process, and ensure accurate issuance of physical certs.
  • Coordinate with custodian banks, agents, legal counsel, trustees, 3rd Party Investment Mgrs and internal teams to drive an efficient closing process.

Requirements
  • 5+ years fixed income experience working in Investment operations/middle office role in asset management, Hedge Fund, or investment banking.
  • College degree in finance, accounting, or equivalent work experience.
  • Proficiency in Bloomberg, Excel, ePAM, MS Office Suite.

What We Offer
  • Competitive compensation and benefits package.
  • Prioritization of your health and wellbeing including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents.