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Sr Private Placement Investment Ops Analyst I

Date Posted: May 29, 2026
Yearly: USD - USD
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Job Detail

  • location_on
    Location Port Charlotte, North Carolina, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
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    Apply Before: Jun 29, 2026
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Job Description

Overview

Pacific Life is seeking a Sr Private Placement Investment Ops Analyst I for their Fixed Income Ops team in Charlotte, North Carolina. This role is essential for the operational and middle office support of portfolio management and investment activities, focusing on private placements and alternative investments. The candidate will be responsible for the entire lifecycle of private investments, ensuring timely execution and integration of new investments.

Key responsibilities

  • Manage operational execution for private investments from trade capture to settlement
  • Coordinate with legal, counterparties, and internal teams for efficient closings
  • Oversee funding activities and cash movements with accuracy
  • Maintain integrity of instrument data and cash flow structures
  • Lead onboarding of new investments into established workflows
  • Resolve operational breaks and identify efficiency improvements
  • Collaborate with front office and control teams for process enhancement

Required skills

  • 5+ years of experience in fixed income, investment operations, or middle office roles
  • Bachelor's degree in Finance, Accounting, or equivalent experience
  • Direct experience with private or less liquid assets
  • Ability to interpret and execute deal documentation
  • Analytical skills to troubleshoot complex issues
  • Strong communication skills across various stakeholders
  • Highly organized and able to manage multiple priorities in a fast-paced environment
  • Proficient in Bloomberg, Excel, Business Objects, Power BI, ePAM, SQL, and MS Office Suite

What the company offers

  • Flexible benefits for physical, financial, emotional, and social wellbeing
  • Generous paid time off options including holiday schedules and financial planning time off
  • Paid parental leave and adoption assistance program
  • Competitive 401k savings plan with company match
  • Commitment to diversity and inclusion in the workplace

Skills Required

Company Overview

Pacific Life
Newport Beach, Baja California, United States of America
0 Current Jobs Openings

Pacific Life is committed to providing for its policyholders and ensuring a positive impact on their future. With a focus on collaboration and innovation, the company aims to transform the industry. Employees are supported in their careers through re... Read More

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