Sr. Investment Operations Analyst
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 Senior Investment Operations Analyst to join our Fixed Income Investment Operations team in Charlotte, NC. As a Senior Investment Operations Analyst, you’ll play a key role in supporting post-execution processes across our public fixed income portfolio, contributing to operational accuracy while strengthening operational controls and driving process efficiencies. You will fill an existing role that sits on a team of investment operations professionals in the Investment Operations division. Your colleagues will include Associate Directors, Analysts, and cross-functional partners across Trading, Investment Accounting, and Treasury. This team operates in a highly collaborative environment, partnering closely with internal and external stakeholders to support a high-volume, time-sensitive trading platform.
Requirements
- 5+ years of investment operations experience, with a focus on public fixed income assets
- Proficiency in tools such as Bloomberg AIM, Excel, CTM, ALERT, TRADESUITE and portfolio accounting systems such as ePAM.
- Strong understanding of the trade lifecycle, including allocations, confirmations, and settlement processes
- Demonstrated ability to manage high-volume workflows with accuracy and strong attention to detail
- Effective communication skills and a collaborative approach to working with brokers, custodians, and internal teams
Nice To Haves
- Experience supporting an insurance asset management platform or institutional fixed income environment
- Familiarity with reconciliation tools, workflow platforms, and reporting tools such as Power BI or Business Objects
- Knowledge of corporate actions and fixed income instruments, including corporates and structured products
- Proven track record of identifying process improvement opportunities and contributing to more efficient, controlled operations
Responsibilities
- Manage post-trade lifecycle activities including trade validation, allocations, confirmations, and settlement for public fixed income securities
- Review and affirm trade confirmations, partnering with brokers to resolve discrepancies in a timely manner
- Coordinate with custodians to ensure timely settlement and proactively address trade failures or delays
- Investigate and resolve trade breaks, cash/position discrepancies, and reconciliation exceptions
- Support the corporate action election process, including event monitoring, research, and execution of elections in partnership with internal stakeholders
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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
