Pacific Life
Charlotte, North Carolina
Job Description: 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 Investment Operations Analyst to join our Fixed Income Investment Operations team in Charlotte, NC. As a Senior Investment Operations Analyst, you'll play a key role in supporting post-execution processes across our public fixed income portfolio, contributing to operational accuracy while strengthening operational controls and driving process efficiencies. You will fill an existing role that sits on a team of investment operations professionals in the Investment Operations division. Your colleagues will include Associate Directors, Analysts, and cross-functional partners across Trading, Investment Accounting, and Treasury. This team operates in a highly collaborative environment, partnering closely with internal and external stakeholders to support a high-volume, time-sensitive trading platform. How you'll help move us forward: Manage post-trade lifecycle activities including trade validation, allocations, confirmations, and settlement for public fixed income securities Review and affirm trade confirmations, partnering with brokers to resolve discrepancies in a timely manner Coordinate with custodians to ensure timely settlement and proactively address trade failures or delays Investigate and resolve trade breaks, cash/position discrepancies, and reconciliation exceptions Support the corporate action election process, including event monitoring, research, and execution of elections in partnership with internal stakeholders The experience you bring: 5+ years of investment operations experience, with a focus on public fixed income assets Proficiency in tools such as Bloomberg AIM, Excel, CTM, ALERT, TRADESUITE and portfolio accounting systems such as ePAM. Strong understanding of the trade lifecycle, including allocations, confirmations, and settlement processes Demonstrated ability to manage high-volume workflows with accuracy and strong attention to detail Effective communication skills and a collaborative approach to working with brokers, custodians, and internal teams What makes you stand out: Experience supporting an insurance asset management platform or institutional fixed income environment Familiarity with reconciliation tools, workflow platforms, and reporting tools such as Power BI or Business Objects Experience utilizing AI tools Knowledge of corporate actions and fixed income instruments, including corporates and structured products Proven track record of identifying process improvement opportunities and contributing to more efficient, controlled operations Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. $45.05 - $55.06 Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. 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 You Can Be Who You Are We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
Job Description: 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 Investment Operations Analyst to join our Fixed Income Investment Operations team in Charlotte, NC. As a Senior Investment Operations Analyst, you'll play a key role in supporting post-execution processes across our public fixed income portfolio, contributing to operational accuracy while strengthening operational controls and driving process efficiencies. You will fill an existing role that sits on a team of investment operations professionals in the Investment Operations division. Your colleagues will include Associate Directors, Analysts, and cross-functional partners across Trading, Investment Accounting, and Treasury. This team operates in a highly collaborative environment, partnering closely with internal and external stakeholders to support a high-volume, time-sensitive trading platform. How you'll help move us forward: Manage post-trade lifecycle activities including trade validation, allocations, confirmations, and settlement for public fixed income securities Review and affirm trade confirmations, partnering with brokers to resolve discrepancies in a timely manner Coordinate with custodians to ensure timely settlement and proactively address trade failures or delays Investigate and resolve trade breaks, cash/position discrepancies, and reconciliation exceptions Support the corporate action election process, including event monitoring, research, and execution of elections in partnership with internal stakeholders The experience you bring: 5+ years of investment operations experience, with a focus on public fixed income assets Proficiency in tools such as Bloomberg AIM, Excel, CTM, ALERT, TRADESUITE and portfolio accounting systems such as ePAM. Strong understanding of the trade lifecycle, including allocations, confirmations, and settlement processes Demonstrated ability to manage high-volume workflows with accuracy and strong attention to detail Effective communication skills and a collaborative approach to working with brokers, custodians, and internal teams What makes you stand out: Experience supporting an insurance asset management platform or institutional fixed income environment Familiarity with reconciliation tools, workflow platforms, and reporting tools such as Power BI or Business Objects Experience utilizing AI tools Knowledge of corporate actions and fixed income instruments, including corporates and structured products Proven track record of identifying process improvement opportunities and contributing to more efficient, controlled operations Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. $45.05 - $55.06 Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. 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 You Can Be Who You Are We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
Pacific Life
Newport Beach, California
Job Description: In this unique, highly visible role, you'll operate across Treasury Services and Cash Management, supporting both Pacific Life and its subsidiaries. You'll be trusted to ensure accurate, timely, and compliant cash and electronic disbursements while also identifying opportunities to streamline processes and strengthen our digital capabilities through smart use of technology. If you're a mission-driven self starter who thrives in a fast paced, collaborative environment, is comfortable navigating ambiguity, and enjoys making processes better than you found them-you'll feel right at home at Pacific Life. This position is based in our Newport Beach office and is in person upon start date. How You'll Make an Impact Treasury Operations & Cash Management Review, release, and approve wires and free deliveries Execute vendor payments via P Card Deposit and manage incoming checks, including unidentified items through EzeScan Process pay cycles in PeopleSoft Manage check-related activities, including FedEx labels, check pulls, special handling, voids, cancellations, reissues, and stop payments Process ACH reversals and maintain documentation for returned checks Reporting, Controls & Compliance Prepare and distribute daily and periodic cash position reports Monitor checks in abeyance and maintain accurate status tracking in SharePoint Ensure treasury operations comply with internal controls, regulatory requirements, and banking standards Collaboration & Continuous Improvement Serve as a key liaison between Pacific Life, its subsidiaries, and external financial institutions Partner with internal stakeholders to resolve issues and provide treasury and banking expertise Proactively identify process improvements and leverage digital tools to increase efficiency and scalability Technology & Tools You'll Use PeopleSoft Microsoft Office 365 SharePoint & Dropbox Online banking platforms and treasury portals, including (but not limited to) Wells Fargo, BNY Mellon, and Citi What Sets You Up for Success 5+ years of experience in Treasury, Finance, or a related function Bachelor's degree in Finance, Economics, or a related field Strong written and verbal communication skills, with the ability to effectively engage internal partners at all levels and external stakeholders Demonstrated ethical judgment and professional integrity High attention to detail, sound decision-making skills, and a mindset focused on continuous improvement Why Pacific Life At Pacific Life, you'll find meaningful work, a strong sense of purpose, and the stability of a Fortune 300 company-without sacrificing growth or opportunity. Team members enjoy job security, flexible scheduling, and a culture that supports development and long-term career progression. If you're looking to build a rewarding treasury career while contributing to work that truly matters, Pacific Life is the place to grow. Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. $84,870.00 - $103,730.00 Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. 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 You Can Be Who You Are We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
Job Description: In this unique, highly visible role, you'll operate across Treasury Services and Cash Management, supporting both Pacific Life and its subsidiaries. You'll be trusted to ensure accurate, timely, and compliant cash and electronic disbursements while also identifying opportunities to streamline processes and strengthen our digital capabilities through smart use of technology. If you're a mission-driven self starter who thrives in a fast paced, collaborative environment, is comfortable navigating ambiguity, and enjoys making processes better than you found them-you'll feel right at home at Pacific Life. This position is based in our Newport Beach office and is in person upon start date. How You'll Make an Impact Treasury Operations & Cash Management Review, release, and approve wires and free deliveries Execute vendor payments via P Card Deposit and manage incoming checks, including unidentified items through EzeScan Process pay cycles in PeopleSoft Manage check-related activities, including FedEx labels, check pulls, special handling, voids, cancellations, reissues, and stop payments Process ACH reversals and maintain documentation for returned checks Reporting, Controls & Compliance Prepare and distribute daily and periodic cash position reports Monitor checks in abeyance and maintain accurate status tracking in SharePoint Ensure treasury operations comply with internal controls, regulatory requirements, and banking standards Collaboration & Continuous Improvement Serve as a key liaison between Pacific Life, its subsidiaries, and external financial institutions Partner with internal stakeholders to resolve issues and provide treasury and banking expertise Proactively identify process improvements and leverage digital tools to increase efficiency and scalability Technology & Tools You'll Use PeopleSoft Microsoft Office 365 SharePoint & Dropbox Online banking platforms and treasury portals, including (but not limited to) Wells Fargo, BNY Mellon, and Citi What Sets You Up for Success 5+ years of experience in Treasury, Finance, or a related function Bachelor's degree in Finance, Economics, or a related field Strong written and verbal communication skills, with the ability to effectively engage internal partners at all levels and external stakeholders Demonstrated ethical judgment and professional integrity High attention to detail, sound decision-making skills, and a mindset focused on continuous improvement Why Pacific Life At Pacific Life, you'll find meaningful work, a strong sense of purpose, and the stability of a Fortune 300 company-without sacrificing growth or opportunity. Team members enjoy job security, flexible scheduling, and a culture that supports development and long-term career progression. If you're looking to build a rewarding treasury career while contributing to work that truly matters, Pacific Life is the place to grow. Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. $84,870.00 - $103,730.00 Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. 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 You Can Be Who You Are We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.