Real Estate Investment Associate

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 Real Estate Investment Associate to join our Real Estate Investments team in Newport Beach, CA.

As a Real Estate Investment Associate, you will be responsible for sourcing, analyzing, and structuring commercial mortgage-backed investments from best-in-class partners. These include syndicated loans, senior/mezzanine financings, debt funds, IMAs, note sales, data centers, and more. This role will cover many geographies, asset classes, and investment types across real estate finance, working primarily with investment banks, asset managers, and peer life insurance companies.

• Work as part of the commercial mortgage team to source, underwrite, and structure investments in syndicated loans and emerging real estate credit investments such as warehouse lines and borrowing facilities.
• Help develop and maintain relationships across real estate finance and private credit markets, working with best-in-class asset managers, investment banks, life companies, and others.
• Collaborate to develop and implement strategies for Pacific Life’s growing real estate debt fund portfolio and loan partnership programs.
• Assist in surveilling the portfolio of investments and analyzing their performance.
• Negotiate contracts and agreements for investments alongside senior investment personnel and legal counsel.
• Prepare and deliver investment committee memos and presentations.
• Collaborate with investment team members across real estate debt, equity, structured products, infrastructure, and private credit.
• Lead or participate in special projects and initiatives to improve investment processes and systems.

• College degree (BA/BS) with an emphasis in Finance, Accounting, or Economics (Master’s degree in Real Estate, Finance, or MBA is strongly preferred).
• 3+ years experience working in mortgage lending, private equity, private credit, or investment banking strongly preferred.
• Existing knowledge of real estate finance, private equity and credit, and portfolio construction and management.
• Broad understanding of real estate and financial markets.
• Exceptional math and analytical skills, as well as communication and presentation abilities.
• Positive attitude, courageousness, collaborative and team-oriented.
• Driven, self‑motivated, and intellectually inquisitive.

People come first here. We’re committed to an inclusive workforce. Learn more about how we create a welcoming work environment at  What’s life like at Pacific Life? Visit

#LI-AJ1

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 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…