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Sr. Investment Operations Analyst II
Job in
Newport Beach, Orange County, California, 92659, USA
Listed on 2026-01-27
Listing for:
Pacific Asset Management, LLC
Full Time
position Listed on 2026-01-27
Job specializations:
-
Finance & Banking
Financial Analyst, Risk Manager/Analyst
Job Description & How to Apply Below
Newport Beach CA-700time type:
Full time posted on:
Posted Yesterday job requisition :
R15718
*
* Job Description:
** Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating superior customer experience. We’re actively seeking a talented Senior Investment Operations Analyst II to join our Global Institutional Investment Group (GIIG) in Newport Beach, CA. This role is on-site. You’ll work at our state-of-the-art Newport Beach headquarters.
As a
** Senior Investment Operations Analyst**, you’ll play a key role in Pacific Life’s growth and long-term success by providing operational support for GIIG’s middle-office team. You will fill a new role that sits in a team of six people in the Institutional division. Your colleagues will include Investment Operations Analysts and fellow investment professionals.
** How you’ll help move us forward:
*** Day-to-day operational support for our Global Institutional Investment Group products:
*** Spread Lending, Stable Value, and Institutional Fixed Annuity***. This middle-office role is a crucial link between the front-office functions (ie sales / underwriting) and back-office functions by engaging in the complete product lifecycle, from trade execution to reporting.
* Collaborate with colleagues, custodian banks, external parties, internal departments (Accounting, Audit, Treasury, Finance, Actuaries, Compliance, Law and Enterprise Risk Management) and other areas where necessary to ensure GIIG transactions, deliverables, and reporting are timely and accurately completed
* Advance knowledge and thorough understanding of all common fixed income investments including trade execution and associated processes. Leverage your industry expertise to optimize process efficiency
* Work with leaders, colleagues or independently to meet strict deadlines and effectively manage multiple priorities with minimal supervision
* Ability to analyze problems and find solutions using data. Statistical analysis, data modeling, and data cleaning
* Produce analysis and dashboard reporting, management reports / presentations, and adhoc reporting
** The experience you bring:
*** 7+ years of experience working in investment operations/middle office role in asset management or investment banking
* College degree in finance, accounting, or similar discipline, is preferred
* Thorough understanding of fixed-income investments, including trading workflows and systems involved
* Must be able to demonstrate proficiency in performing all responsibilities by following documented processes and procedures, while exhibiting attention to detail and accuracy
* Advanced research and resolution skills, including familiarity with legal documents
* Basic knowledge of Generally Accepted Accounting Principles (GAAP) and Statutory (STAT) relating to securities investments###
** What makes you stand out:
*** CFA/MBA beneficial, but not required
* Advance technical data skills:
+ SQL, Python, Power BI and Excel + Knowledge of handling and interpreting datasets
* Comprehensive knowledge of MS Office Suite
* Experience executing small scale initiatives and participating as a subject matter expert in larger scale initiatives
* Working knowledge of the following systems:
Bloomberg, Fact Set, Salesforce
** You can be who you are.
**** Base Pay Range:
** The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.$ - $
** Your Benefits Start Day 1
** Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.
* Prioritization of your health and well-being including Medical, Dental, Vision,…
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