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 Sr. Investment Operations Data Analyst to join our Pacific Life Investment Operations team in Newport Beach, CA. This role is hybrid. We believe in empowering our employees to get work done both in and out of the office.
As an Sr. Investment Operations Data Analyst, you will play a key role in Pacific Life’s growth and long-term success by:
Ensuring efficient and accurate Investment Operations
Maintaining Data Integrity
Providing Business Analysis and support to our internal and external teams.
How you’ll help move us forward:
Craft and refine dashboards that display complex data streams in comprehensible visual formats. Regularly update and adapt reports in line with changing business needs and objectives.
Collaborate with other stakeholders to develop solutions to better support our growing investment activities.
Embody a mindset of continuous improvement to identify enhancements of tools, processes and controls that can further facilitate and streamline investment operations.
Work closely with functional process owners (Fixed Income, Derivatives and Reconciliations) to ensure valuable and robust solutions
Validate operational data for accuracy, consistency and completeness
Design, analyze, document, and provide specifications for business processes
Identify and propose solutions for improving business processes to reduce errors and increase efficiency.
Design controls that ensure company objectives are met
Collaborate with users in the design, testing, and implementation of the changes
Perform any other job-related duties, as assigned.
The experience you bring:
Bachelor’s Degree in Finance or similar field, or equivalent experience.
At minimum of 5+ years of Investment Operations experience, preferably with several years of working with fixed income and derivative products and the related data and systems
Excellent attention to detail, time management, organizational, verbal, and written communication skills.
Exceptional logical and analytical skills, with a strong ability to conduct research, identify issues, and solve problems.
Strong organizational, time management, and interpersonal skills.
Ability to work collaboratively as part of a team.Familiarity with several of the following: SAP Business Objects, Calypso, PAM (State Street), Power BI/Power Query/Excel and SQL.
What makes you stand out:
Five years of related industry experience: Investment Operations
Prior working experience with SQL, Business Objects and/or Power BI.
Familiarity with process automation tools.
Proficient in ensuring data integrity, and in developing and maintaining reports and controls to ensure data is accurate, relevant, and delivered promptly.
Excellent analytical abilities for investigating problems and recommending solutions.
You can be who you are.
People come first here. We’re committed to a diverse, equitable and inclusive workforce. Learn more about how we create a welcoming work environment through Diversity, Equity, and Inclusion at www.pacificlife.com. What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.
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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.
$110,700.00 - $135,300.00Your 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
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.