Credit Analysis Manager

Pacific Life • Newport Beach, CA

1d

About The Position

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 Credit Analysis Manager to join our Private Placement Investment team in Newport Beach, CA. As a Private Placement Credit Analysis Manager, you will play a key role in Pacific Life’s growth and long-term success by supporting our team in conducting fundamental research on privately placed fixed income opportunities for inclusion in the company’s General Account. Responsibilities include reviewing financial and legal documents and analyzing investment merits as well as industry dynamics and trends as the basis for making investment recommendations. You will fill a role on the Private Placement Corporate Team, which currently consists of four investment professionals within the broader Pacific Life Investment department. In addition, you will interact with other credit analysts and portfolio managers. The Corporate Private Placement team manages a portfolio of approximately $17B. How you’ll help move us forward: As a generalist, conduct fundamental credit research and analysis for new investment grade investment opportunities Make investment recommendations that meet the needs of the portfolio Analyze financial models and help to conduct sensitivity analysis Assist in deal tracking and documentation Actively monitor existing portfolio investments and assets Develop and maintain relationships with external parties including investment banks, other investors and rating agencies; interact with various groups internally Grow and advance under the direction of more senior investment professionals to further progress knowledge and skills Additional duties as requested The experience you bring: 5+ years investment experience and fundamental credit analysis (private placement experience preferred) Experience underwriting, recommending, and presenting transactions Bachelor's degree required, MBA/CFA desirable Ability to successfully manage multiple assignments simultaneously with high attention to detail Strong verbal and written communication skills Excel proficiency What makes you stand out: Passion for career in investments and intellectual curiosity to delve into company-specific and industry topics Risk appetite in alignment with the Team’s philosophy Big-picture thinker, team player, and excels working independently and managing ambiguity You can be who you are. People come first here. We’re committed to an inclusive workforce. Learn more about how we create a welcoming work environment at www.pacificlife.com. What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife. #LI-AJ1 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. $152,010.00 - $185,790.00 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 Competitive 401k savings plan with company match and an additional contribution regardless of participation You Can Be Who You Are We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife 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. We’re over 150 years old, but there’s more to us than heritage. We’re ambitious. We’re committed to building a better future – for our organization, our employees, our customers, and our communities – and we have the experience, resources, and financial strength to make it happen. We’re investing in innovation. We’re honing our expertise. We’re empowering our people: growing digital skills and fostering the disruptive thinking we need to give us the edge in an increasingly competitive global marketplace. Have ambitions of your own? Let’s achieve them together. At Pacific Life, we believe that success comes down to our people. That’s why we’re committed to embracing a flexible, diverse, and inclusive workplace where you can be your best self and do your best work. Our people-first culture creates a sense of belonging and prioritizes employee wellbeing, empowering you to achieve your full potential through our holistic health benefits, flexible working options, and a vibrant community of people working towards a shared purpose. You can connect with colleagues through employee connections groups, sharing your passions, interests, and ideas. Learn more about our Life at Pacific Life. Don't see the dream job you are looking for? Click "Get Started" below to drop off your contact information and resume and we will reach out to you if we find a match.

Requirements

• 5+ years investment experience and fundamental credit analysis (private placement experience preferred)
• Experience underwriting, recommending, and presenting transactions
• Bachelor's degree required, MBA/CFA desirable
• Ability to successfully manage multiple assignments simultaneously with high attention to detail
• Strong verbal and written communication skills
• Excel proficiency

Nice To Haves

• Passion for career in investments and intellectual curiosity to delve into company-specific and industry topics
• Risk appetite in alignment with the Team’s philosophy
• Big-picture thinker, team player, and excels working independently and managing ambiguity

Responsibilities

• Conduct fundamental credit research and analysis for new investment grade investment opportunities
• Make investment recommendations that meet the needs of the portfolio
• Analyze financial models and help to conduct sensitivity analysis
• Assist in deal tracking and documentation
• Actively monitor existing portfolio investments and assets
• Develop and maintain relationships with external parties including investment banks, other investors and rating agencies; interact with various groups internally
• Grow and advance under the direction of more senior investment professionals to further progress knowledge and skills
• Additional duties as requested

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level