Summer Intern Investment Analyst

Pacific Life•Newport Beach, CA

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. 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. The investment division is responsible for designing investment strategies and managing bond portfolios that support our life and annuity products along with our surplus account. Our mission is to provide best-in-class investment management services for all clients and strive to be trusted business partners who deliver top-tier investment results.

Requirements

Currently enrolled in a bachelor’s degree program in Business Administration, Finance, Economics, or similar field with a graduation date of December 2027 or May/June 2028.
Strong analytical, critical thinking, problem solving, organizational, and presentation skills.
Excellent communication skills, ability to multitask, strong attention to detail, and ability to prioritize work.
Ability to work collaboratively as a team and independently.
Some understanding of, or expertise with, fixed income analysis.
A knowledge or understanding of global capital markets.

Nice To Haves

Ability to convey complex subjects clearly and concisely.
Progress towards the CFA and/or involvement in a student investment fund.
Experience working with Bloomberg terminals and data.
A passion for a career in fixed income investing and an intellectual curiosity to delve into industry topics.

Responsibilities

Collaborate and partner with Public Bond Investment professionals in the analysis of fixed income investment opportunities for inclusion in the company’s General Account.
Gain insight into fixed income investment analysis through conducting fundamental credit research, including the evaluation of company performance, financials, industry trends, capital structures, relative value, and investment risks.
Present findings and investment recommendations based on summer research at the end of the internship.
Gain hands-on experience in investment decisions and see the dynamics of portfolio management.