Director of Investment and Product Solutions (IPS)

Employment Type: Full-time Location Type: East Coast

Position Overview

Pacific Life Investments (PLI) is seeking a visionary and results-oriented Director of Investment and Product Solutions (IPS) to join our team. This high-impact role is crucial for shaping our investment strategy, driving portfolio performance, and collaborating with senior leaders across the organization. You will have the opportunity to influence the future of our investment platform while working alongside industry-leading talent in public and private markets. At Pacific Life, we believe in providing for loved ones, planning rewarding retirements, and saving for the future. Our policyholders count on us, and we deliver by collaborating, innovating, and transforming the industry. Pacific Life is more than a job; it's a career with purpose, offering the support, balance, and resources to make a positive impact on the future, including your own.

Responsibilities

• Shape and support the development of investment and hedging strategies, aligning with ALM, capital, risk, accounting, tax, and reinsurance considerations.
• Develop and support investment assumptions for product pricing in collaboration with product teams.
• Build analytical models to evaluate and advance capital efficiency, informing investment decisions and aligning with enterprise financial objectives.
• Support ongoing investment performance monitoring to ensure alignment with divisional objectives and market dynamics.
• Partner across teams to evaluate new and existing investment strategies across public and private markets.
• Collaborate with Portfolio Strategy, Public & Private Market PMs, Enterprise ALM, Finance, Risk, Actuarial, and Investment Operations to ensure alignment on PLI’s activities and strategies with enterprise goals.
• Champion and communicate our investment strategy to internal and external stakeholders.
• Develop governance frameworks to support investment surveillance and best practices.
• Contribute to building a high-performing investment team by mentoring staff and advancing best ideas.

Requirements

• 10+ years of experience in investments or an investment-related field.
• Bachelor’s degree in Finance, Accounting, Economics, Mathematics, or a related field.
• Proficiency in Microsoft Office Suite, including Excel VBA, Word, PowerPoint, and Outlook.
• Experience with Bloomberg API, Power BI, Power Query, VBA, and Python.
• Strong familiarity with a broad range of asset types including investment-grade credit, structured finance, mortgage loans, and other private assets.
• Ability to analyze cash flows, liquidity profiles, credit risk, tax treatment, capital treatment, and GAAP and STAT accounting treatments for new asset classes and/or investments.
• Strong communication and interpersonal skills, with the ability to interact productively with teams and manage competing priorities.
• Ability to work in a fast-paced, dynamic environment managing multiple priorities.

Preferred Qualifications

• Advanced degrees or certifications (CFA, MBA, CAIA, CPA, or actuarial designations).
• Deep experience in life and annuity insurance portfolio management.
• Strong understanding of Bermuda Monetary Authority (BMA) investment requirements.
• Proven track record of innovation in portfolio construction and investment analysis.

Company Information

People come first at Pacific Life. We are committed to an inclusive workforce and creating a welcoming work environment. Learn more about us at www.pacificlife.com and see what life is like at Pacific Life on Instagram.com/lifeatpacificlife.

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Salary and Benefits

• Base Pay Range: [Please refer to the company's official posting for the specific base pay range.]
• Salary: Not specified
• Location Type: Not specified (Role is based on the East Coast)