Sr. Business Intelligence Analyst II
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 Business Intelligence Analyst II to join our Investment Operations team in Newport Beach, CA. As a Senior Business Intelligence Analyst II, you’ll play a key role in Pacific Life’s growth and long-term success by supporting data, reporting, and process improvement initiatives that enhance the accuracy, transparency, and efficiency of our investment operations. You will also help lead and drive initiatives that improve data quality, reporting capabilities, and operational effectiveness across the organization. You will fill an existing role within the Pacific Life Investments Division and work closely with business and technology partners across the organization.
Requirements
- 5+ years of experience in Business Intelligence, Data Analysis, or a related field
- Strong experience with: Power BI
- Power Automate
- SQL
- Background in Investment Operations (e.g., accounting, trade lifecycle, or portfolio data)
- Proven ability to analyze and resolve complex data issues independently
- Strong communication skills and experience working with cross-functional teams
Nice To Haves
- Demonstrated success designing and implementing automated workflows using Power Automate and AI to reduce manual effort and improve operational efficiency
- Ability to engage with stakeholders and lead discussions across business and technology teams
Responsibilities
- Independently investigate and resolve data discrepancies by analyzing information across systems and processes
- Lead and support data and reporting initiatives, ensuring alignment with business priorities and successful delivery.
- Identify and drive opportunities to improve processes, reduce manual effort, and implement automated workflows using Power Automate and AI, drawing on prior hands-on experience delivering automation solutions.
- Perform root cause analysis and partner with stakeholders to implement effective solutions
- Develop and maintain Power BI dashboards and reports that support business decision-making
- Gather and document business requirements for reporting and process improvement initiatives
- Collaborate with Treasury, Accounting, Front Office, and IT teams to ensure alignment and delivery
- Participate in Agile ceremonies and support execution of data and reporting initiatives
Benefits
- Medical
- Dental
- Vision
- Wellbeing Reimbursement Account
- Paid Time Off
- Holiday Schedules
- Financial Planning Time Off
- Paid Parental Leave
- 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
