Mutual Fund/Investment Compliance Analyst
About The Position
Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We’re actively seeking a talented Mutual Fund/Investment Compliance Analyst to join our Funds Law Team. Preference is for this person to be based in Newport Beach, CA (hybrid 4 days per week in office) but open to Omaha, NE office as well. As a Mutual Fund/Investment Compliance Analyst, 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 cross-train with our Variable Products Team. You will fill an existing role that sits on a team of four in the Corporate Division, Office of the General Counsel. Your team colleagues will include counsel, paralegal and analyst professionals in a close-knit supportive team environment. How you will make an impact: 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 Assist and cross-train with Pacific Life variable insurance products as needed
Requirements
- 0 to 2 years’ experience with mutual funds, investment advisors, variable insurance products and/or applicable federal statutes (extensive training will be provided)
- 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
- 4-year degree
- Document database system experience a plus (extensive training will be provided)
- 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
- Assist and cross-train with Pacific Life variable insurance products as needed
Benefits
- Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.
- 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
Entry Level
Number of Employees
501-1,000 employees
