Pacific Life · 1 month ago
Real Estate Debt Portfolio Associate
Newport Beach CA-700
Full-time
Onsite
Entry, Mid Level
$122K/yr - $149K/yr
2+ years expPacific Life is a leading insurance company that focuses on providing for loved ones and planning rewarding retirements. They are seeking a Real Estate Debt Portfolio Associate to join their Real Estate Debt Portfolio team in Newport Beach, CA, where the individual will be responsible for financial model creation, monitoring regulatory changes, and developing performance metrics to guide strategic decision-making.
FinanceFinancial ServicesInsurance
Responsibilities
Build and manage financial models to support underwriting, portfolio analysis, and investment performance tracking
Maintain loan negotiation guidelines and ensure alignment with company standards and market conditions
Monitor and interpret regulatory developments impacting commercial and residential real estate debt portfolios
Help manage KRIs and KPIs across portfolio, lending, servicing, and asset management functions
Conduct research and data analysis for commercial and residential real estate, leveraging access tools to inform investment strategy
Support onboarding and integration of new third-party programs, ensuring operational readiness and data integrity
Contribute to ad hoc projects that enhance process efficiency and strategic insight
Qualification
Required
Bachelor's degree in Business, Finance, Economics, Real Estate, or a related field
2-5 years related experience and/or training; or equivalent combination of education and experience
Strong proficiency in financial modeling; experience with ARGUS and data visualization tools preferred
Knowledge of commercial mortgage and residential mortgage nomenclature and a fundamental understanding of the variables that drive a commercial mortgage loan
Strong in software applications Microsoft Word, Excel and PowerPoint with ability to quickly learn new program applications
Excellent analytical, research, critical thinking and creative problem-solving abilities
Strong written and verbal communication skills
Excellent organizational and time management skills with the ability to multi-task while prioritizing workflow and deadlines
Experience with or exposure to AI-powered analytics, modeling, or automation tools (such as machine learning platforms, predictive analytics, or generative AI) is strongly preferred
Desire to take initiative and be a team player
Preferred
Strong proficiency in financial modeling; experience with ARGUS and data visualization tools preferred
Experience with or exposure to AI-powered analytics, modeling, or automation tools (such as machine learning platforms, predictive analytics, or generative AI) is strongly preferred
Master's Degree in Real Estate or MBA with a real estate concentration – strongly preferred
Familiarity with regulatory frameworks and risk management practices in real estate lending
Benefits
Prioritization of your health and well-being including 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