Pacific Life

Portfolio Management Director

Newport Beach, California, United States

Not SpecifiedCompensation
Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, InsuranceIndustries

Requirements

Candidates must possess 7+ years of investment management experience or fundamental credit analysis, preferably in structured products, coupled with a 4-year degree, or 5+ years of investment management experience and an MBA. CLO trading or credit experience is required, along with proficiency in Bloomberg and Intex, and ideally Valitana. Strong skills in managing multiple assignments with attention to detail, and excellent communication, presentation, and writing abilities are essential. Experience in Middle-Market or Private Credit CLOs and a passion for investments with intellectual curiosity are preferred.

Responsibilities

The Director will source and analyze investment opportunities within the CLO asset class, developing views on CLO markets and evaluating CLO managers quantitatively and qualitatively. They will generate new investment offerings and strategies, identify risk-adjusted returns through scenario analysis, and build relationships with CLO Managers, Syndicate, Traders, and Researchers. The role involves partnering with industry specialists, managing portfolios within an insurance company framework, and performing ad hoc projects.

Skills

CLO
Portfolio Management
Investment Analysis
Quantitative Analysis
Qualitative Analysis
Scenario Analysis
Relationship Management
Structured Products
Corporate Credit
Fund Finance

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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