Credit Analysis Manager

Pacific Life • Newport Beach, CA

20h

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.

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

• 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

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: Manager