Fundamental Research Director
About The Position
Pacific Life is seeking a talented Director of Fundamental Research to join Pacific Life Fund Advisors in Newport Beach, CA. Relocation assistance may be provided. This role is crucial for Pacific Life’s growth and long-term success, involving the generation of investment decisions for Pacific Life Fund Advisors (PLFA) managed strategies ($30 billion) and providing investment expertise to divisions for company-wide initiatives. The Director will be part of the asset allocation team, managing over 15 multi-asset portfolios (primarily fund-of-funds) and six portable alpha strategies. The primary focus will be on equity allocations within multi-asset portfolios, with secondary responsibilities supporting macro/strategic and other intra-asset positioning. Pacific Life emphasizes collaboration, innovation, and making a positive impact, offering a career with purpose, support, balance, and resources.
Requirements
- 7–10+ years of experience in fundamental research, portfolio management, or trading
- A deep understanding of U.S. equities, with the ability to connect micro insights to macro context
- Proven ability to form, express, and defend investment views
- Strong grounding in macroeconomics, policy, and market cycles
- Clear communicator who can translate complex ideas into actionable insights
Nice To Haves
- Experience with multi-asset frameworks or asset allocation thinking
- Comfort working with data; Python or quantitative toolkit is a plus
- Familiarity with mutual funds, ETFs, or 40-Act structures is helpful
Responsibilities
- Act as a Domestic Equity Portfolio Manager within a Multi-Asset Framework
- Serve as a U.S. equities specialist, bringing a clear, differentiated point of view across sectors, styles, and factors (growth, value, quality, momentum)
- Perform industry-leading research to formulate investment views
- Implement views through dynamic asset allocation, portfolio tilts, and position sizing within domestic equities
- Drive Asset Allocation & Portfolio Performance
- Play a key role in asset allocation and portfolio construction decisions across 15+ multi-asset portfolios
- Maintain accountability for risk-adjusted returns and benchmark outperformance, continuously reassessing exposures based on market developments, data, and evolving investment theses
- Contribute across asset classes (international equity, fixed income, alternatives), while maintaining a core focus on U.S. equity alpha generation
- Operate as a Senior Investor & Investment Committee Member
- Present, defend, and implement high-conviction investment views as a voting member of the Investment Committee, directly influencing firm-wide capital allocation decisions
- Partner cross-functionally to support investment communication, strategy positioning, and product development
- Contribute to firm-wide thinking on markets, portfolio construction, and risk management, helping shape the overall investment framework and process
Benefits
- Relocation assistance may be provided
- Flexible benefits that you can tailor to meet your needs
- 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
- Adoption Assistance Program
- Competitive 401k savings plan with company match and an additional contribution regardless of participation
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
Number of Employees
501-1,000 employees
