Director of Investment and Product Solutions

New York, New York, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Insurance, Investment ManagementIndustries

Requirements

Candidates are required to possess 10+ years of experience in investments or an investment-related field, along with a Bachelor’s degree in Finance, Accounting, Economics, Mathematics, or a related field. Proficiency in Microsoft Office Suite, including Excel VBA, Word, PowerPoint, and Outlook, is necessary, as is 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 is also required, alongside the ability to analyze cash flows, liquidity profiles, credit risk, tax treatment, capital treatment, and GAAP and STAT accounting treatments. Strong communication and interpersonal skills, along with the ability to manage competing priorities and work in a fast-paced environment, are essential.

Responsibilities

The Director of Investment and Product Solutions (IPS) will shape and support the development of investment and hedging strategies, aligning with ALM, capital, risk, accounting, tax, and reinsurance considerations. They will develop and support investment assumptions for product pricing in collaboration with product teams, build analytical models to evaluate and advance capital efficiency, and support ongoing investment performance monitoring. The role involves partnering across teams to evaluate new and existing investment strategies across public and private markets, collaborating with Portfolio Strategy, Public & Private Market PMs, Enterprise ALM, Finance, Risk, Actuarial, and Investment Operations, championing and communicating the investment strategy to internal and external stakeholders, and developing governance frameworks to support investment surveillance and best practices. Finally, the Director will contribute to building a high-performing investment team by mentoring staff and advancing best ideas.

Skills

Investment Strategy

Portfolio Management

Financial Modeling

Capital Efficiency

Risk Management

Product Pricing

Public Markets

Private Markets

Hedging Strategies

Analytical Skills

Cross-functional Collaboration

Pacific Life

About Pacific Life

Newport Beach, CaliforniaHeadquarters

1868Year Founded

$189.4MTotal Funding

N/ACompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Health Insurance

Paid Vacation

Paid Parental Leave

Adoption Assistance

401(k) Retirement Plan

401(k) Company Match

Risks

Increased competition in annuities market from companies like Prudential and MetLife.

Potential financial exposure from significant real estate investments.

Integration challenges with Selerix could affect customer satisfaction.

Differentiation

Pacific Life partners with T. Rowe Price for innovative Lifetime Income solutions.

Recognized as a top community-minded company, enhancing brand reputation and trust.

Real-time integration with Selerix improves benefits administration accuracy and efficiency.

Upsides

Lifetime Income solution attracts clients seeking secure retirement options.

Enhanced annuity products offer flexibility and growth, increasing product attractiveness.

Strong real estate financing position opens more sector opportunities.

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