Sr Private Placement Investment Operations Analyst I

Pacific Asset Management, LLC; Charlotte (NC); On-site; USD 62,060 - 75,850; Full time

Benefits offered by this job

Medical, Dental, Vision coverage

Paid Time Off

Competitive 401(k) savings plan

Job summary

Pacific Asset Management, LLC is seeking a Sr Private Placement Ops Analyst I to join their Fixed Income Ops team in Charlotte, NC. This role will support operational functions for Portfolio Management and Pension Risk Transfer teams.

The ideal candidate should have 5+ years of experience in investment operations, a strong understanding of transaction lifecycles, and proficiency with various financial tools.

Benefits include medical coverage, paid time off, and a competitive 401(k) plan.

Qualifications

• 5+ years of experience in fixed-income within investment operations or middle office roles.
• Direct experience supporting private or less liquid assets.
• Strong understanding of transaction lifecycles.

Responsibilities

• Own operational execution for private investments across the full lifecycle.
• Drive deal readiness by aligning legal and internal teams.
• Cooperate with custodians and internal stakeholders.

Skills

Fixed-income experience

Analytical skills

Strong communication skills

Proficiency with technology tools

Education

Bachelor’s degree in Finance, Accounting, or equivalent

Tools

Bloomberg

Excel

Power BI

ePAM

Job description

Job Summary

We are looking for a Sr Private Placement Ops Analyst I to join our Fixed Income Ops team in Charlotte, NC. The role supports operational, middle office functions for Portfolio Management, Credit Analysis, and Pension Risk Transfer teams.

Key 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.
• Coordinate with 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 instrument data integrity 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.

Qualifications

• 5+ years of fixed‑income experience within investment operations or middle office roles in asset management, hedge funds, or investment banking.
• Bachelor’s degree in Finance, Accounting, or equivalent.
• 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 demonstrated ability to troubleshoot complex issues and navigate ambiguity.
• Strong communication skills 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 Bloomberg, Excel, Business Objects, Power BI, ePAM, MS Office Suite, and ability to partner with technology teams.

Preferred Qualifications

• Knowledge of Note Purchase agreements, Credit Agreements, and other standard legal documents.
• 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.

Base Pay Range

$45.05 – $55.06 per hour. Compensation is based on experience, qualifications and location; additional incentive pay may be available.

Benefits

• Medical, Dental, Vision coverage.
• Wellbeing Reimbursement Account.
• Paid Time Off, Holiday Schedules, and Financial Planning Time Off.
• Paid Parental Leave and Adoption Assistance Program.
• Competitive 401(k) savings plan with company match and additional contribution regardless of participation.

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.