Sr Alternative Investments Operations Analyst I

Pacific Asset Management, LLC; Charlotte (NC); On-site; USD 62,000 - 76,000; Full time

Benefits offered by this job

Health benefits

401k with company match

Paid time off (PTO)

Parental leave

Adoption assistance

Wellbeing programs

Job summary

Pacific Life Insurance Company in Charlotte, NC seeks a Sr Alternative Investments Operations Analyst I to support private investments and alternative assets across trade capture, funding, and settlement. You will collaborate with portfolio management, credit analysis, and pension risk transfer teams to ensure accurate data and timely processing.

The role requires 5+ years in fixed income operations or middle office, a finance-related degree, and strong analytical and communication skills.

Qualifications

• 5+ years of fixed income operations or middle office experience in asset management, hedge funds, or related areas.
• Ability to interpret deal documents and translate into operational execution.
• Experience supporting private or less liquid assets and closing mechanics.

Responsibilities

• Own operational execution for private investments across trade capture through closing, funding, and settlement.
• Coordinate with legal, counterparties and internal teams to support timely closings.
• Serve as a key coordinator with custodians, trustees, and managers to keep transactions moving.
• Oversee funding activity and cash movements with accuracy and timeliness.
• Maintain instrument data integrity across systems, including terms and cash flow structures.
• Lead onboarding of new investments and relationships into established workflows.
• Troubleshoot issues and identify efficiency improvements in scalable processes.

Skills

Fixed income operations

Deal lifecycle

Data integrity

Cross-functional collaboration

Analytical mindset

Strong communicator

Education

Bachelor’s degree in Finance or Accounting

Tools

Bloomberg

Bloomberg AIM

Excel

Power BI

ePAM

SQL

Nexen

Power Automate

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’re actively seeking a talented Sr Alternative Investments Operations Analyst I to join our Fixed Income Ops team, which provides full Operational, Middle Office support to Portfolio Management, Credit Analysis and Pension Risk Transfer teams. This role will be based in Charlotte, NC.As a Sr Alternative Investments Operations Analyst I, you’ll play a key role in Pacific Life’s growth and long-term success by contributing to the efficient handling of complex Private Placement and Alternative investments activity, including but not limited to the timely capture of Security Master and Trade data. You will fill a role that sits on a team of currently 12 people in the Pacific Life Investment division.How you’ll help move us forward:Own operational execution for private investments across the full lifecycle—from trade capture through closing, funding, and settlementDrive deal readiness by aligning legal, counterparties, and internal teams to support efficient and controlled closingsServe as a key coordinator across custodians, trustees, managers, and internal stakeholders to keep transactions progressingOversee funding activity and related cash movements with a focus on accuracy and timelinessMaintain integrity of instrument data across systems, including key terms and cash flow structuresLead onboarding of new investments and relationships to ensure seamless integration into established workflowsResolve breaks using structured analysis while identifying opportunities to improve efficiency and scalabilityPartner with front office and control functions to strengthen processes and support a disciplined operating environmentThe experience you bring:5+ years of fixed income experience within investment operations or middle office roles in asset management, hedge funds, alternative investments, or investment bankingBachelor’s degree in Finance, Accounting, or equivalent relevant experienceDirect experience supporting private or less liquid assets, with a strong understanding of transaction lifecycles and closing mechanicsAbility to interpret deal documentation and translate it into accurate operational executionAnalytical mindset with a demonstrated ability to troubleshoot complex issues and navigate ambiguityStrong communicator with the ability to engage effectively across legal, investment, and operational stakeholdersHighly organized and self-directed, able to manage multiple priorities in a fast-paced environmentProficiency with industry tools including Bloomberg, Excel, Business Objects, Power BI, ePAM, and the MS Office Suite, with the ability to partner effectively with technology teamsWhat makes you stand out:Knowledge of Note Purchase agreements, Credit Agreements and other standard legal docsFamiliarity with Private Placement re-registration processPrior involvement with coordinating Asset Transfers, Free Receipts and Free DeliveriesProficiency with Nexen, Bloomberg AIM, Excel, ePAM, SQL, Power BI, Power AutomateYou 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-AJ1Base 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.$45.05 - $55.06Your Benefits Start Day 1Your 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.Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependentsGenerous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time OffPaid Parental Leave as well as an Adoption Assistance ProgramCompetitive 401k savings plan with company match and an additional contribution regardless of participationYou Can Be Who You AreWe 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/lifeatpacificlifeEEO 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.