Mutual Fund/Investment Compliance Analyst II

Pacific Life•Newport Beach, CA

4d•$113,490 - $138,710•Onsite

About The Position

In this role, you’ll play a key role in Pacific Life’s growth and long-term success by supporting the legal requirements for Pacific Select Fund (mutual fund) and Pacific Life Fund Advisors (investment adviser) and also support our SEC Registered Products Team (variable annuities, registered index-linked annuities and variable life). You will fill an existing role that sits on a combined team of ten. Your team colleagues will include counsel, paralegal and analyst professionals in a close-knit supportive team environment. You will also interact with compliance, investment and product colleagues.

Requirements

5+ years’ experience with mutual funds, investment advisors, variable insurance products and/or applicable federal statutes.
Computer fluency, including Microsoft Office and SharePoint On-Line.
Exceptional attention to detail and proofreading skills.
Excellent organizational, time management and people skills are a must.

Nice To Haves

Document database system experience a plus (i.e. prospectus builder systems).
Meaningful prior experience with mutual funds and variable insurance products
4-year degree
Ability to work under deadlines in a cyclical stress environment
Team orientation while also exhibiting independence professional work ethic requiring minimal supervision

Responsibilities

Assist with the preparation of legal regulatory filings for Pacific Select Fund, a mutual fund complex with over $40 billion in client assets.
Provide analysis and support to the investment adviser Pacific Life Fund Advisors LLC.
Prepare board materials regarding the funds and the adviser.
Support Pacific Life SEC registered insurance products (variable annuities, RILAs and variable life).