31 applicants
Pacific Life · 3 days ago
Sr Investment Operations Analyst I
Newport Beach, CA
Full-time
Onsite
Senior Level
$47.16/hr - $57.64/hr
4+ years exp
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Insider Connection @Pacific Life
Responsibilities
Coordinate with broker dealers, custodian banks, agents, legal counsel, and internal teams to facilitate timely settlement
Lead new 3rd Party onboarding and asset transition projects
Process investment-related fundings (i.e., capital calls)
Demonstrate knowledge of varied asset classes, including Private Placements, Bank Loans, CLOs, ABS, and more
Conduct income, position, and Security Master reconciliations regularly
Work directly with front office (trade floor & credit analysts) to handle issues and inquiries
Embrace continuous improvement and collaborate with teams across the firm to support strategic goals
Manage onboarding of new investments to ensure they are accurately included in all internal systems and relevant terms are tracked
Work closely with Accounting, Compliance, and Audit teams to ensure compliance with established controls and best practices
Qualification
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Required
4+ 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
Thorough understanding of Investment Operations, new concepts and regulations and technology being used, including trading workflows and typical systems involved
Strong aptitude for numbers and ability to understand abstract concepts and recognize patterns
Creative thinker and problem solver
Knowledge of standard legal docs related to Private Placement and Bank Loan Settlements
Demonstrate ability to clearly and effectively communicate verbally and in writing
Self-motivated, strong planner and organizer
Working knowledge of the following systems: Bloomberg, Excel, Business Objects, Power BI, ePAM, MS Office Suite
IT literacy strong enough to liaise with IT support, development in order to effectively communicate issues and requirements
Professional interpersonal, networking, and communication skills: must be able to efficiently work in a fast-paced environment
Ability to work with internal and external counsel and/or senior investment professionals to resolve complex issues
Demonstrate proficiency in performing all responsibilities by following steps outlined during cross-training sessions, documented processes and procedures, exhibiting attention to detail and initiative to help improve or redesign key processes
Work in a team environment as well as autonomously to meet strict deadlines and effectively manage multiple priorities with minimal supervision
Research, problem solving, and resolution skills, including familiarity with legal documents and internal files related to securities owned
Preferred
Experience with Private Placement or Bank Loan settlement and reconciliation
ePAM, Business Objects, Power BI expertise
Benefits
Medical, Dental, Vision, and Wellbeing Reimbursement Account
Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
Paid Parental Leave and Adoption Assistance Program
Competitive 401k savings plan with company match and additional contribution
Company
Pacific Life
Pacific Life Insurance is an insurance company that provides life insurance products, annuities, and mutual funds.
1,001-5,000 employees
H1B Sponsorship
Pacific Life has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Trends of Total Sponsorships
2023 (10)
2022 (18)
2021 (15)
2020 (17)
Funding
Current Stage
Late StageLeadership Team
Darryl Button
President and CEO
Adrian S. Griggs
Executive Vice President and Chief Financial Officer
Recent News
2024-04-28
2024-04-28
Insurance Business America
2024-04-28
Company data provided by crunchbase
