Pacific Life
Sr. Investment Operations Analyst
Charlotte - NC · Senior
Sponsorship not specified$45k-$55kDetected 30 days ago
Data VisualizationAccountingExcelProcess ImprovementHRResearchCommunication
About the role
- Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most.
- Pacific Life is more than a job, it's a career with purpose.
- We're actively seeking a talented Senior Investment Operations Analyst to join our Fixed Income Investment Operations team in Charlotte, NC.
Responsibilities
- Manage post-trade lifecycle activities including trade validation, allocations, confirmations, and settlement for public fixed income securities
- Support the corporate action election process, including event monitoring, research, and execution of elections in partnership with internal stakeholders
- We support all employees to thrive and achieve their fullest potential.
Requirements
- 5+ years of investment operations experience, with a focus on public fixed income assets
- Proficiency in tools such as Bloomberg AIM, Excel, CTM, ALERT, TRADESUITE and portfolio accounting systems such as ePAM.
- Strong understanding of the trade lifecycle, including allocations, confirmations, and settlement processes
- Experience supporting an insurance asset management platform or institutional fixed income environment
- Familiarity with reconciliation tools, workflow platforms, and reporting tools such as Power BI or Business Objects
- Experience utilizing AI tools
- Knowledge of corporate actions and fixed income instruments, including corporates and structured products
- Proven track record of identifying process improvement opportunities and contributing to more efficient, controlled operations
Compensation
- 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.
Benefits
- 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.
- 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
Equal opportunity
- Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V.
- If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability.
- To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
- We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities.
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