Director of Investment and Product Solutions at Pacific Life

Newport Beach, California, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Insurance, Investments, Financial ServicesIndustries

Requirements

10+ years of experience in investments or an investment-related field
Bachelor’s degree in Finance, Accounting, Economics, Mathematics or related field
Advanced degrees or certifications (CFA, MBA, CAIA, CPA, or actuarial designations)
Proficient in Microsoft Office, including Excel VBA, Word, PowerPoint, Outlook
Experience with Bloomberg API, Power BI, Power Query, VBA, and Python
Strong familiarity with a broad range of asset types across investment grade credit, structured finance, mortgage loans, and other private assets
Ability to analyze cash flows, liquidity profile, credit risk, tax treatment, capital treatment and GAAP and STAT accounting treatments for new asset classes and/or investments
Strong communication and interpersonal skills, able to interact productively with teams while managing competing priorities
Ability to work in a fast-paced, dynamic environment managing multiple priorities
What makes you stand out
Deep experience in life and annuity insurance portfolio management
A strong understanding of Bermuda Monetary Authority (BMA) investment requirements
A proven track record of innovation in portfolio construction and investment analysis

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 while collaborating with product teams
Build analytical models to evaluate and advance capital efficiency to inform investment decisions and align 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 practice
Contribute to building a high-performing investment team by mentoring other staff and advancing best ideas

Skills

Investment Strategy

Hedging

ALM

Risk Management

Analytical Models

Product Pricing

Capital Efficiency

Performance Monitoring

Portfolio Strategy

Public Markets

Private Markets

Reinsurance

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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