Investment Operations Analyst II

Pacific Life

104d • $39 - $48

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 Investment Operations Analyst II to join our Relationship and Business Control team in Newport Beach, CA. As a Investment Operations Analyst II you’ll move Pacific Life, and your career, forward by working across a wide range of operational functions including business controls, relationship management, vendor oversight, and reporting. The ideal candidate is a self-starter with strong communication skills, a knack for problem-solving, and a curiosity for process improvement and automation. This is a unique opportunity to contribute to high-impact initiatives while developing a strong foundation in investment operations.

Requirements

• Strong verbal and written communication skills.
• Ability to work independently and manage multiple priorities.
• Proficiency in Microsoft Office Suite.
• Data analysis, utilizing Excel pivot tables and formulas.
• Experience with PowerPoint & Word for reporting and documentation.
• Familiarity with data visualization or workflow tools such as Power BI and Excel charts is a plus.
• Experience with vendor/contract systems - Coupa.
• Experience with KPI/KRI reporting.

Nice To Haves

• Analytical mindset with a drive to improve processes and explore automation.
• Collaborative spirit and eagerness to learn from diverse teams.

Responsibilities

• Communicate effectively across all levels of an organization (internally and externally), including senior management.
• Translate complex issues and project updates into clear, actionable summaries.
• Collaborate cross-functionally to support team goals and drive operational excellence.
• Maintain and update counterparty data to support relationship tracking and strategic planning.
• Provide support with contract-related activities from Business Operations that span across the Division.
• Track pertinent vendor data to support payment oversight, strategic planning, and prioritization of initiatives.
• Facilitate the reviews of contracts across departments related to the onboarding of new services and/or applications.
• Prepare materials and reports for meetings/reviews with external parties (e.g., vendor, custodians).
• Contribute to industry surveys and other relationship oversight activities.
• Assist with the documenting of team procedures, business continuity plans, and internal controls.
• Assist in creating the structure of administrative support for in-scope applications.
• Participate in cross-functional projects and initiatives.
• Support internal risk management efforts through data collection and analysis.
• Assist in tracking and reporting of KPIs and KRIs to monitor performance and mitigate risk.

Benefits

• Medical, Dental, Vision, and Wellbeing Reimbursement Account.
• 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

• Career Level: Entry Level
• Number of Employees: 1,001-5,000 employees