Private Credit Surveillance Analyst

Pacific Life

114d • $91,350 - $111,650

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 Private Credit Surveillance Analyst to join our Private Asset Investment team in Newport Beach, CA. The Private Asset team manages a rapidly growing portfolio of over $25 billion of AUM and operates within the Pacific Life Investment (PLI) division that manages over $150B of AUM. The Private Credit Surveillance Analyst will assist with the onboarding, implementation and future monitoring of private credit deals in a portfolio management platform, iLevel. This role involves interfacing with internal teams (credit analysis/underwriting, risk management) and external partners (consultants, technology vendors).

Requirements

• Undergraduate degree in Business, Accounting, Finance, or a related field.
• Minimum of 2 years of experience in investment operations, credit analysis, portfolio monitoring, or related role.
• Proven ability to work in a collaborative environment, works well in cross-functional teams.
• Moderate to strong MS Excel skills.
• Excellent written and verbal communication skills.

Nice To Haves

• Experience with financial statement spreading and credit analysis.
• Able to investigate complex issues, make connections, and uncover insights.
• Familiarity with credit rating methodologies.

Responsibilities

• Support the Private Credit Surveillance Manager in implementing a new portfolio management SaaS platform.
• Collaborate with our legal and business analyst teams to locate pertinent documents.
• Read and interpret legal documents to extract covenant and reporting requirements.
• Perform spreadsheeting activities with the assistance of an ADI (Automated Data Ingestion) tool.
• Perform ongoing portfolio monitoring functions; some credit analysis is necessary.
• Assist with developing automated dashboards and reports that highlight key performance indicators, covenant tracking, and early-warning signals.

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
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees