Senior Private Investments Operations Analyst

Pacific Life; Raleigh (NC); On-site; USD 94,000 - 114,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Paid Time Off

Paid Holidays

Parental Leave

Adoption Assistance

401k with company match

Job summary

Pacific Life seeks a Sr Alternative Investments Operations Analyst I to join the Charlotte-based Fixed Income Ops team. You will manage private investments' lifecycle, coordinate with legal, custodians, and internal teams, and ensure accurate data across systems.

The role emphasizes handling complex private placements, closing mechanics, and onboarding new investments. Strong communication, analytical skills, and experience with Bloomberg, Excel, and Power BI are essential.

Qualifications

• 5+ years of fixed income experience in operations or middle office.
• Bachelor’s degree in Finance, Accounting, or equivalent.
• Experience supporting private or less liquid assets.
• Ability to interpret deal documentation into operational execution.
• Analytical mindset with ability to troubleshoot.
• Strong communicator across legal, investment, and operational stakeholders.
• Highly organized and self-directed, able to manage multiple priorities.
• Proficiency with Bloomberg, Excel, BO, Power BI, ePAM, and MS Office.

Responsibilities

• Own operational execution for private investments across the full lifecycle—from trade capture through closing, funding, and settlement.
• Drive deal readiness by aligning legal, counterparties, and internal teams to support efficient and controlled closings.
• Serve as a key coordinator across custodians, trustees, managers, and internal stakeholders to keep transactions progressing.
• Oversee funding activity and related cash movements with a focus on accuracy and timeliness.
• Maintain integrity of instrument data across systems, including key terms and cash flow structures.
• Lead onboarding of new investments and relationships to ensure seamless integration into established workflows.
• Resolve breaks using structured analysis while identifying opportunities to improve efficiency and scalability.
• Partner with front office and control functions to strengthen processes and support a disciplined operating environment.

Skills

Fixed income operations

Deal lifecycle understanding

Bloomberg

Excel

Power BI

SQL

ePAM

Power Automate

Communication skills

Analytical mindset

Organization skills

Education

Bachelor’s degree in Finance/Accounting

Tools

Nexen

Bloomberg AIM

Excel

ePAM

SQL

Power BI

Power Automate

Job description

Pacific Life seeks a Sr Alternative Investments Operations Analyst I to join the Charlotte-based Fixed Income Ops team. You will manage private investments' lifecycle, coordinate with legal, custodians, and internal teams, and ensure accurate data across systems.

The role emphasizes handling complex private placements, closing mechanics, and onboarding new investments. Strong communication, analytical skills, and experience with Bloomberg, Excel, and Power BI are essential.