Pacific Life

Sr Private Placement Investment Operations Analyst I

Charlotte - NC · Senior

Sponsorship not specified$45k-$55kDetected 30 days ago

SQLData VisualizationAccountingExcelHROrganizational SkillsMicrosoft Office

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.
This role will be based in Charlotte, NC.

Own operational execution for private investments across the full lifecycle-from trade capture through closing, funding, and settlement
Drive deal readiness by aligning legal, counterparties, and internal teams to support efficient and controlled closings
Maintain integrity of instrument data across systems, including key terms and cash flow structures
Lead onboarding of new investments and relationships to ensure seamless integration into established workflows
Partner with front office and control functions to strengthen processes and support a disciplined operating environment
We support all employees to thrive and achieve their fullest potential.

5+ years of fixed income experience within investment operations or middle office roles in asset management, hedge funds, or investment banking
Bachelor's degree in Finance, Accounting, or equivalent relevant experience
Direct experience supporting private or less liquid assets, with a strong understanding of transaction lifecycles and closing mechanics
Ability to interpret deal documentation and translate it into accurate operational execution
Analytical mindset with a demonstrated ability to troubleshoot complex issues and navigate ambiguity
Strong communicator with the ability to engage effectively across legal, investment, and operational stakeholders
Proficiency with industry tools including Bloomberg, Excel, Business Objects, Power BI, ePAM, and the MS Office Suite, with the ability to partner effectively with technology teams
Knowledge of Note Purchase agreements, Credit Agreements and other standard legal docs
Familiarity with Private Placement re-registration process
Proficiency with Nexen, Bloomberg AIM, Excel, ePAM, SQL, Power BI, Power Automate

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 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

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.

This listing is sourced directly from Pacific Life's careers page and normalized into a canonical job model.