Pacific Life · 14 hours ago
Director of Investment and Product Solutions
Newport Beach, CA
Full-time
Onsite
Senior Level, Lead/Staff
$199K/yr - $243K/yr
8+ years expPacific Life is a company committed to providing for its policyholders and transforming the industry through collaboration and innovation. They are seeking a visionary Director of Investment and Product Solutions to shape investment strategy and drive portfolio performance while collaborating with senior leaders across the organization.
FinanceFinancial ServicesInsurance
Hiring Manager
Amy Jatinen
Responsibilities
Shape and support the development of investment and hedging strategies, aligning with ALM, capital, risk, accounting, tax, and reinsurance considerations
Develop and support investment assumptions for product pricing while collaborating with product teams
Build analytical models to evaluate and advance capital efficiency to inform investment decisions and align with enterprise financial objectives
Support ongoing investment performance monitoring to ensure alignment with divisional objectives and market dynamics
Partner across teams to evaluate new and existing investment strategies across public and private markets
Collaborate with Portfolio Strategy, Public & Private Market PMs, Enterprise ALM, Finance, Risk, Actuarial, and Investment Operations, to ensure alignment on PLI’s activities and strategies with enterprise goals
Champion and communicate our investment strategy to internal and external stakeholders
Develop governance frameworks to support investment surveillance and best practice
Contribute to building a high-performing investment team by mentoring other staff and advancing best ideas
Qualification
Required
8+ years of experience in investments or an investment-related field
Bachelor's degree in Finance, Accounting, Economics, Mathematics or related field
Advanced degrees or certifications (CFA, MBA, CAIA, CPA, or actuarial designations)
Proficient in Microsoft Office, including Excel VBA, Word, PowerPoint, Outlook
Experience with Bloomberg API, Power BI, Power Query, VBA, and Python
Strong familiarity with a broad range of asset types across investment grade credit, structured finance, mortgage loans, and other private assets
Ability to analyze cash flows, liquidity profile, credit risk, tax treatment, capital treatment and GAAP and STAT accounting treatments for new asset classes and/or investments
Strong communication and interpersonal skills, able to interact productively with teams while managing competing priorities
Ability to work in a fast-paced, dynamic environment managing multiple priorities
Preferred
Deep experience in life and annuity insurance portfolio management
A strong understanding of Bermuda Monetary Authority (BMA) investment requirements
A proven track record of innovation in portfolio construction and investment analysis
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, Fund Advisor Operations
Joe Krum
Senior Vice President & Managing Director, Global Institutional Investment Group
Recent News
Private Capital Journal
2025-12-05
Company data provided by crunchbase