Full-Time

Sr. Investment Operations Analyst I

Confirmed live in the last 24 hours

Pacific Life

Pacific Life

1,001-5,000 employees

Financial Services

Compensation Overview

$47.16 - $57.64Hourly

+ Incentive Pay

Mid, Senior

Newport Beach, CA, USA

This role is hybrid, requiring in-office presence.

Category
Investment Banking
Finance & Banking
Required Skills
Power BI
iOS/Swift
Requirements
  • 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 functions, including trading workflows and standard technology used in the industry to manage, risk mitigation, regulatory trends and impacts
  • Strong aptitude for numbers and ability to understand abstract concepts and recognize patterns.
  • Creative thinker and problem solver.
  • Knowledge of settlement mechanics across varied currencies and settlement locations, including international markets.
  • Strong communication skills
  • Self-motivated, strong planner and organizer.
  • Working knowledge of the following systems: ePAM, Bloomberg, CTM, Swift, Trade Suite, ALERT, Excel, Business Objects, Power BI, MS Office Suite
  • Professional interpersonal, networking, and communication skills: must be able to efficiently work in a fast-paced environment.
  • 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
  • Ability to 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.
Responsibilities
  • Demonstrate knowledge 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 Collaborate with teams across the firm to support strategic goals
  • Ensure they are accurately included in all internal systems and relevant terms are tracked
  • Work closely with Accounting, Operational and Divisional teams to ensure compliance with established controls and of best practices

Company Stage

N/A

Total Funding

$189.4M

Headquarters

Newport Beach, California

Founded

1868

Simplify Jobs

Simplify's Take

What believers are saying

  • The enhancement of annuity features to address retirement income needs positions Pacific Life as a leader in providing flexible and protective financial products.
  • Strategic partnerships, such as with T. Rowe Price and Selerix, demonstrate Pacific Life's ability to innovate and adapt to market demands.
  • The company's strong community focus and ethical culture contribute to a positive work environment and long-term value.

What critics are saying

  • The competitive landscape in financial services and insurance could challenge Pacific Life's market share and growth.
  • Integration of new technologies and partnerships may face operational hurdles, impacting efficiency and customer satisfaction.

What makes Pacific Life unique

  • Pacific Life's integration with Selerix for real-time benefits administration sets it apart by offering a seamless digital experience for brokers and HR teams.
  • The company's recognition as one of America's 50 most community-minded companies highlights its commitment to corporate citizenship, distinguishing it from competitors.
  • Pacific Life's collaboration with T. Rowe Price on lifetime income solutions showcases its innovative approach to retirement planning.

Help us improve and share your feedback! Did you find this helpful?