Sr. Investment Operations Analyst

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.

• 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

• 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

• 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. $45.05 - $55.06

• Prioritization of your health and well‑being including Medical, Dental, Vision, and Well‑being 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
• Flexible benefits that can be tailored to meet your needs

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.

Pacific Life is more than a job — it’s a career with purpose. For nearly 160 years, we’ve helped people protect their financial futures through strength, stability, and innovation. Join us to make a meaningful impact and build a career where you can thrive.