Pacific Life · 2 months ago
Junior Portfolio Manager Analyst
Newport Beach CA-700
Full-time
Onsite
Entry Level
$148K/yr - $181K/yr
5+ years expPacific Life is a leading insurance company focused on providing financial security to its policyholders. They are seeking a Junior Portfolio Manager to support portfolio construction, risk monitoring, and investment idea generation through the development of tools, analytics, and market insights.
FinanceFinancial ServicesInsurance
Responsibilities
Help develop and enhance existing portfolio management tools to improve senior PM investment decision-making, risk monitoring, and operational efficiency
Support the identification of investment grade credit opportunities by analyzing key market trends, trading relationships, and conducting relative value analysis
Assist in portfolio optimization by building and maintaining models and processes that support active management and risk oversight
Help collaborate with investment grade corporate credit analysts to aggregate and synthesize credit views for timely and actionable implementation of investment ideas
Prepare and present regular updates to the Portfolio Management team, highlighting relevant analysis in support of investment strategies and performance goals
Contribute to the continuous improvement of investment processes through innovation, automation, and cross-functional collaboration
Qualification
Required
Minimum of 5 years of experience in investment management, trading, or a related analytical role within capital markets
Strong understanding of fixed income markets, portfolio construction principles, mathematical and statistical principals, and risk management concepts
Demonstrated ability to build and maintain analytical tools and dashboards to support investment decisions
Proficiency in Bloomberg, Power BI, VBA, and Python is required; experience with SQL or other data tools is a plus
Excellent communication skills, with the ability to clearly present complex data and insights to investment professionals
Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environment
Bachelor's degree in Finance, Mathematics, Economics, Engineering, Computer Science, or a related field; advanced degree or CFA progress is a plus
Preferred
Direct experience within the investment grade credit market
Benefits
Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
Paid Parental Leave as well as an Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation
Company
Pacific Life
Pacific Life Insurance is an insurance company that provides life insurance products, annuities, and mutual funds.
1001-5000 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
Represents job field similar to this job
Trends of Total Sponsorships
2025 (14)
2024 (9)
2023 (16)
2022 (19)
2021 (14)
2020 (17)
Funding
Current Stage
Late StageTotal Funding
$1.44B2025-09-03Debt Financing· $750M
2025-06-18Debt Financing· $688.57M
Leadership Team
Howard Hirakawa
Senior Vice President and Fund Advisor Operations
Joe Krum
Senior Vice President & Managing Director, Global Institutional Investment Group
Recent News
Private Capital Journal
2025-12-05
2025-11-22
Company data provided by crunchbase