Sr Private Placement Investment Ops Analyst I
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 Sr Private Placement Ops Analyst I to join our Fixed Income Ops team, which provides full Operational, Middle Office support to Portfolio Management, Credit Analysis and Pension Risk Transfer teams. This role will be based in Charlotte, NC. As a Sr Private Placement Ops Analyst I, you’ll play a key role in Pacific Life’s growth and long-term success by contributing to the efficient handling of complex Private Placement and Alternative investment activity, including but not limited to the timely capture of Security Master and Trade data. You will fill a role that sits on a team of currently 12 people in the Pacific Life Investment division.
Requirements
- 5+ years of fixed income experience within investment operations or middle office roles in asset management, hedge funds, or investment banking
- Bachelor’s degree in Finance, Accounting, or equivalent relevant experience
- Direct experience supporting private or less liquid assets, with a strong understanding of transaction lifecycles and closing mechanics
- Ability to interpret deal documentation and translate it into accurate operational execution
- Analytical mindset with a demonstrated ability to troubleshoot complex issues and navigate ambiguity
- Strong communicator with the ability to engage effectively across legal, investment, and operational stakeholders
- Highly organized and self-directed, able to manage multiple priorities in a fast-paced environment
- Proficiency with industry tools including Bloomberg, Excel, Business Objects, Power BI, ePAM, and the MS Office Suite, with the ability to partner effectively with technology teams
Nice To Haves
- Knowledge of Note Purchase agreements, Credit Agreements and other standard legal docs
- Familiarity with Private Placement re-registration process
- Prior involvement with coordinating Asset Transfers, Free Receipts and Free Deliveries
- Proficiency with Nexen, Bloomberg AIM, Excel, ePAM, SQL, Power BI, Power Automate
Responsibilities
- Own operational execution for private investments across the full lifecycle—from trade capture through closing, funding, and settlement
- Drive deal readiness by aligning legal, counterparties, and internal teams to support efficient and controlled closings
- Serve as a key coordinator across custodians, trustees, managers, and internal stakeholders to keep transactions progressing
- Oversee funding activity and related cash movements with a focus on accuracy and timeliness
- Maintain integrity of instrument data across systems, including key terms and cash flow structures
- Lead onboarding of new investments and relationships to ensure seamless integration into established workflows
- Resolve breaks using structured analysis while identifying opportunities to improve efficiency and scalability
- Partner with front office and control functions to strengthen processes and support a disciplined operating environment
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
