Sr. Investment Operations Analyst

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. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.

We’re actively seeking a talented Senior Investment Operations Analyst to join our Fixed Income Investment Operations team in Charlotte, NC.

As a Senior Investment Operations Analyst, you’ll play a key role in supporting post-execution processes across our public fixed income portfolio, contributing to operational accuracy while strengthening operational controls and driving process efficiencies. You will fill an existing role that sits on a team of investment operations professionals in the Investment Operations division. Your colleagues will include Associate Directors, Analysts, and cross-functional partners across Trading, Investment Accounting, and Treasury. This team operates in a highly collaborative environment, partnering closely with internal and external stakeholders to support a high-volume, time-sensitive trading platform.

How you’ll help move us forward:

• Manage post-trade lifecycle activities including trade validation, allocations, confirmations, and settlement for public fixed income securities
• Review and affirm trade confirmations, partnering with brokers to resolve discrepancies in a timely manner
• Coordinate with custodians to ensure timely settlement and proactively address trade failures or delays
• Investigate and resolve trade breaks, cash/position discrepancies, and reconciliation exceptions
• Support the corporate action election process, including event monitoring, research, and execution of elections in partnership with internal stakeholders

The experience you bring:

• 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
• Demonstrated ability to manage high-volume workflows with accuracy and strong attention to detail
• Effective communication skills and a collaborative approach to working with brokers, custodians, and internal teams

What makes you stand out:

• 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

#LI-SD

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, 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

You Can Be Who You Are

We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.

What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife

EEO Statement:

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.