Public Credit Research Analyst

Pacific Asset Management, LLC; Newport Beach (CA); On-site; USD 185,000 - 226,000; Full time

Benefits offered by this job

Relocation assistance

Job summary

Pacific Life invites a seasoned Public Credit Research Analyst to Newport Beach, CA, focusing on investment-grade and high-yield corporate credits in the US Bank sector. You’ll help determine Buy/Sell/Hold strategies for the company's general account and collaborate with the Public Credit Analysis team to drive portfolio opportunities.

You will analyze regional banks, calibrate risk, and build relationships with sell-side analysts and rating agencies while leveraging Bloomberg and MS Office for

Qualifications

• 7+ years of investment research experience with a minimum of 2 years focused on the US Bank sector.
• Ability to analyze and model financial metrics and business strategies.
• An understanding of bank regulation and capital requirements.
• Understanding of financial markets and products, working knowledge of Microsoft Office Suite, and familiarity with financial databases, such as Bloomberg.

Responsibilities

• Conduct and communicate fundamental credit research on investment grade and high-yield corporate credits.
• Make Buy/Sell Hold Recommendations for inclusion in the company's General Account.
• Demonstrate expertise in the analysis of regional banks.
• Work closely with the senior bank analyst and the Public Credit Analysis and Portfolio Management teams to determine the best opportunities for our portfolio.
• Develop and maintain relationships with sell-side analysts, credit rating agencies, and other information providers.

Skills

Credit research

Financial modeling

Banking regulation

Bloomberg

Microsoft Office

Education

Bachelor's degree

MBA/CFA

Tools

Bloomberg

Microsoft Office

Job description

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 are actively seeking a talented Public Credit Research Analyst to join our Public Credit Analysis team in Newport Beach, CA. Relocation assistance may be provided. Note: This is a Director level position. Job level may vary based on skills & experience.

As a Public Credit Research Analyst, you will play a key role in Pacific Life's growth and long-term success by making and communicating informed buy/sell/hold decisions on fixed-income securities within the US Bank sector for inclusion in the company's general account to support our policyholder obligations.

You will fill a new role on the Public Corporate Credit Analysis team, which currently consists of 11 investment professionals within the broader Pacific Life Investments department.

The research group's investment analysis process includes fundamental company analysis, industry analysis, understanding of protections offered in different security types, and the ability to calibrate risk between investment opportunities.

How you’ll help move us forward:

• Conduct and communicate fundamental credit research on investment grade and high-yield corporate credits
• Make Buy/Sell Hold Recommendations for inclusion in the company's General Account
• Demonstrate expertise in the analysis of regional banks
• Work closely with the senior bank analyst and the Public Credit Analysis and Portfolio Management teams to determine the best opportunities for our portfolio
• Develop and maintain relationships with sell-side analysts, credit rating agencies, and other information providers

The experience you bring:

• 7+ years of investment research experience with a minimum of 2 years focused on the US Bank sector
• Bachelor's degree
• Ability to analyze and model financial metrics and business strategies
• An understanding of bank regulation and capital requirements
• Understanding of financial markets and products, working knowledge of Microsoft Office Suite, and familiarity with financial databases, such as Bloomberg

What makes you stand out:

• Ability to convey complex subjects clearly and concisely
• A passion for a career in fixed-income investing and an intellectual curiosity to delve into industry topics
• MBA/CFA

You can be who you are. People come first here. We’re committed to an inclusive workforce. Learn more about how we create a welcoming work environment at www.pacificlife.com.

What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife. #LI-AJ1

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.

$184,680.00 - $225,720.00

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.

• Medical
• Dental
• Vision
• 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 Instagram.com/lifeatpacificlife

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 is more than a job — it’s a career with purpose. For nearly 160 years, we’ve helped people protect their financial futures through strength, stability, and innovation. Join us to make a meaningful impact and build a career where you can thrive. Learn more.

Pacific Life's success is driven by our people. We create, embrace and sustain an inclusive workplace where all employees are respected and supported throughout their career. Our values inspire and direct our actions shaping the vibrant culture we proudly uphold. Learn more.