Fundamental Research Director

Pacific Life • Newport Beach, CA

1d • Onsite

About The Position

Pacific Life is seeking a talented Director of Fundamental Research to join Pacific Life Fund Advisors in Newport Beach, CA. This role is crucial for Pacific Life’s growth and long-term success, involving the generation of investment decisions for the Pacific Life Fund Advisors (PLFA) managed strategies ($30 billion) and providing investment expertise to drive 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 and innovation to transform the industry, offering a career with purpose, support, balance, and resources to make a positive impact.

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

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

• 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: Director
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees