Pacific Life · 19 hours ago
Liquidity & Collateral Treasury Analyst
Charlotte - NC
Full-time
Onsite
Mid Level
$113K/yr - $139K/yr
3+ years expPacific Life is a leading insurance company dedicated to providing financial security and planning for its policyholders. They are seeking a Liquidity & Collateral Treasury Analyst to support the strategic advancement of enterprise liquidity and collateral management within their Treasury division. The role involves modeling liquidity calculations, forecasting balance sheets, and collaborating with various teams to inform financial decisions.
FinanceFinancial ServicesInsurance
Responsibilities
Model and/or aggregate quarterly/monthly Liquidity, Collateral and FX calculations for the Enterprise and its reporting subsidiaries including attribution and detailed explanations for movements and variances
Forecast balance sheet for each entity and develop a rolling plan capturing evolution of key management metrics
Lead all external regulator/stakeholder survey/filing/disclosure activities
Provide pro-forma key metrics for financial transactions or solutions
Monitor and evaluate emerging developments regarding liquidity and collateral prescription and criteria at rating agencies, relevant regulators and supervisors
Work cross-functionally and collaboratively with Actuarial, Finance and Risk teams on asset liability modelling and related areas that inform exposure appetite, performance thresholds and stress and scenario testing
Support in development and documentation of financial optimization solutions
As appropriate, liaise with regulatory, compliance and legal teams to ensure appropriate governance
Create and update documentation supporting modelling and key management decision frameworks
Qualification
Required
Minimum 3+ years of experience in Treasury, Finance, Collateral, Liquidity, FX and/or Risk Management
Experience in insurance, banking or financial services industry
Preferred
A degree in a quantitative field
Professional certification attained or in-process e.g., CFA, FRM
Superior analytical and problem-solving skills, with demonstrated intellectual and analytical rigor
Attention to detail and ability to structure and analyze sophisticated financial modeling
Advanced Excel skills
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