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-SDBase 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.$45.05 - $55.06

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…