Sr Private Placement Investment Operations Analyst I

Job Summary

We are looking for a Sr Private Placement Ops Analyst I to join our Fixed Income Ops team in Charlotte, NC. The role supports operational, middle office functions for Portfolio Management, Credit Analysis, and Pension Risk Transfer teams.

• Own operational execution for private investments across the full lifecycle, from trade capture through closing, funding, and settlement.
• Drive deal readiness by aligning legal, counter parties, and internal teams to support efficient and controlled closings.
• Coordinate with custodians, trustees, managers, and internal stakeholders to keep transactions progressing.
• Oversee funding activity and related cash movements with a focus on accuracy and timeliness.
• Maintain instrument data integrity across systems, including key terms and cash flow structures.
• Lead onboarding of new investments and relationships to ensure seamless integration into established workflows.
• Resolve breaks using structured analysis while identifying opportunities to improve efficiency and scalability.
• Partner with front office and control functions to strengthen processes and support a disciplined operating environment.

• 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.
• Direct experience supporting private or less liquid assets, with a strong understanding of transaction life cycles and closing mechanics.
• Ability to interpret deal documentation and translate it into accurate operational execution.
• Analytical mindset with demonstrated ability to troubleshoot complex issues and navigate ambiguity.
• Strong communication skills to engage effectively across legal, investment, and operational stakeholders.
• Highly organized and self‑directed, able to manage multiple priorities in a fast‑paced environment.
• Proficiency with Bloomberg, Excel, Business Objects, Power BI, ePAM, MS Office Suite, and ability to partner with technology teams.

• Knowledge of Note Purchase agreements, Credit Agreements, and other standard legal documents.
• Familiarity with Private Placement re‑registration process.
• Prior involvement with coordinating Asset Transfers, Free Receipts and Free Deliveries.
• Proficiency with Nexen, Bloomberg AIM, Excel, ePAM, SQL, Power BI, Power Automate.

$45.05 – $55.06 per hour. Compensation is based on experience, qualifications and location; additional incentive pay may be available.

• Medical, Dental, Vision coverage.
• Wellbeing Reimbursement Account.
• Paid Time Off, Holiday Schedules, and Financial Planning Time Off.
• Paid Parental Leave and Adoption Assistance Program.
• Competitive 401(k) savings plan with company match and additional contribution regardless of participation.

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.