Public Credit Research Analyst

Pacific Life • Newport Beach, CA

3d • Onsite

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 are actively seeking a talented Public Credit Research Analyst to join our Public Credit Analysis team in Newport Beach, CA. Relocation assistance may be provided. Note: This is a Director level position. Job level may vary based on skills & experience. As a Public Credit Research Analyst, you will play a key role in Pacific Life's growth and long-term success by making and communicating informed buy/sell/hold decisions on fixed-income securities within the Regional Bank sector for inclusion in the company's general account to support our policyholder obligations. You will fill a new role on the Public Corporate Credit Analysis team, which currently consists of 11 investment professionals within the broader Pacific Life Investments department. The research group's investment analysis process includes fundamental company analysis, industry analysis, understanding of protections offered in different security types, and the ability to calibrate risk between investment opportunities.

Requirements

• 7+ years of investment research experience with a minimum of 2 years focused on the regional bank sector
• Bachelor's degree
• Ability to analyze and model financial metrics and business strategies
• An understanding of bank regulation and capital requirements
• Understanding of financial markets and products, working knowledge of Microsoft Office Suite, and familiarity with financial databases, such as Bloomberg

Nice To Haves

• Ability to convey complex subjects clearly and concisely
• A passion for a career in fixed-income investing and an intellectual curiosity to delve into industry topics
• MBA/CFA

Responsibilities

• Conduct and communicate fundamental credit research on investment grade and high-yield corporate credits
• Make Buy/Sell Hold Recommendations for inclusion in the company's General Account
• Demonstrate expertise in the analysis of regional banks
• Work closely with the senior bank analyst and the Public Credit Analysis and Portfolio Management teams to determine the best opportunities for our portfolio
• Develop and maintain relationships with sell-side analysts, credit rating agencies, and other information providers

Benefits

• Relocation assistance may be provided
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Director