Sr Alternative Investments Operations Analyst I

Pacific Life; Raleigh (NC); Sur place; USD 94 000 - 114 000; Plein temps

Avantages offerts par ce poste

Medical, Dental, Vision

Paid Time Off

Paid Holidays

Parental Leave

Adoption Assistance

401k with company match

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Fixed income operations

Deal lifecycle understanding

Bloomberg

Excel

Power BI

SQL

ePAM

Power Automate

Communication skills

Analytical mindset

Organization skills

Formation

Bachelor’s degree in Finance/Accounting

Outils

Nexen

Bloomberg AIM

Excel

ePAM

SQL

Power BI

Power Automate

Description du poste

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 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

The 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 banking
• Bachelor’s degree in Finance, Accounting, or equivalent relevant experience
• Direct experience supporting private or less liquid assets, with a strong understanding of transaction lifecycles and closing mechanics
• Ability to interpret deal documentation and translate it into accurate operational execution
• Analytical mindset with a demonstrated ability to troubleshoot complex issues and navigate ambiguity
• Strong communicator with the ability to engage effectively across legal, investment, and operational stakeholders
• Highly organized and self-directed, able to manage multiple priorities in a fast-paced environment
• Proficiency with industry tools including Bloomberg, Excel, Business Objects, Power BI, ePAM, and the MS Office Suite, with the ability to partner effectively with technology teams

What Makes You Stand Out

• Knowledge of Note Purchase agreements, Credit Agreements and other standard legal docs
• Familiarity with Private Placement re-registration process
• Prior involvement with coordinating Asset Transfers, Free Receipts and Free Deliveries
• Proficiency with Nexen, Bloomberg AIM, Excel, ePAM, SQL, Power BI, Power Automate

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.

Base Pay Range

$45.05 - $55.06

Your Benefits Start Day 1

• Prioritization of your health and well-being including Medical, Dental, Vision, and 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.