Pacific Asset Management, LLC
Private Credit Surveillance Analyst
Pacific Asset Management, LLC, Newport Beach, California, us, 92659
Private Credit Surveillance Analyst page is loaded## Private Credit Surveillance Analystlocations:
Newport Beach CA-700time type:
Full timeposted on:
Posted Yesterdayjob requisition id:
R15840**Job Description:**We’re actively seeking a talented Private Credit Surveillance Analyst to join our Private Asset Investment team in Newport Beach, CA.The Private Asset team manages a rapidly growing portfolio of over $25 billion of AUM and operates within the Pacific Life Investment (PLI) division that manages over $150B of AUM.The Private Credit Surveillance Analyst will assist with the onboarding, implementation and future monitoring of private credit deals in a portfolio management platform, iLevel. This role involves interfacing with internal teams (credit analysis/underwriting, risk management) and external partners (consultants, technology vendors).**How you’ll help us move forward:*** Support the Private Credit Surveillance Manager in implementing a new portfolio management SaaS platform.* Collaborate with our legal and business analyst teams to locate pertinent documents.* Read and interpret legal documents to extract covenant and reporting requirements.* Perform spreadsheeting activities with the assistance of an ADI (Automated Data Ingestion) tool.* Perform ongoing portfolio monitoring functions; some credit analysis is necessary.**The experience you bring:*** **Education:** Undergraduate degree in Business, Accounting, Finance, or a related field.* **Experience:** Minimum of 2 years of experience in investment operations, credit analysis, portfolio monitoring, or related role.* **Strong Collaborator:** Proven ability to work in a collaborative environment, works well in cross-functional teams.* **Technical Skills:** Moderate to strong MS Excel skills. Experience using workflow and surveillance software a plus but not required.* **Communication Skills:** Excellent written and verbal communication skills.**What makes you stand out:*** Experience with financial statement spreading and credit analysis* Able to investigate complex issues, make connections, and uncover insights* Familiarity with credit rating methodologies**You can be who you are.**Instagram.com/lifeatpacificlife#LI-AJ1**Base 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.$100,530.00 - $122,870.00**Your Benefits Start Day 1**Your 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 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**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.*At Pacific Life, we believe that success comes down to our people. That’s why we’re committed to embracing a flexible, diverse, and inclusive workplace where you can be your best self and do your best work. Our people-first culture creates a sense of belonging and prioritizes employee wellbeing, empowering you to achieve your full potential through our holistic health benefits, flexible working options, and a vibrant community of people working towards a shared purpose. You can connect with colleagues through employee connections groups, sharing your passions, interests, and ideas. Learn more about our . #J-18808-Ljbffr
Newport Beach CA-700time type:
Full timeposted on:
Posted Yesterdayjob requisition id:
R15840**Job Description:**We’re actively seeking a talented Private Credit Surveillance Analyst to join our Private Asset Investment team in Newport Beach, CA.The Private Asset team manages a rapidly growing portfolio of over $25 billion of AUM and operates within the Pacific Life Investment (PLI) division that manages over $150B of AUM.The Private Credit Surveillance Analyst will assist with the onboarding, implementation and future monitoring of private credit deals in a portfolio management platform, iLevel. This role involves interfacing with internal teams (credit analysis/underwriting, risk management) and external partners (consultants, technology vendors).**How you’ll help us move forward:*** Support the Private Credit Surveillance Manager in implementing a new portfolio management SaaS platform.* Collaborate with our legal and business analyst teams to locate pertinent documents.* Read and interpret legal documents to extract covenant and reporting requirements.* Perform spreadsheeting activities with the assistance of an ADI (Automated Data Ingestion) tool.* Perform ongoing portfolio monitoring functions; some credit analysis is necessary.**The experience you bring:*** **Education:** Undergraduate degree in Business, Accounting, Finance, or a related field.* **Experience:** Minimum of 2 years of experience in investment operations, credit analysis, portfolio monitoring, or related role.* **Strong Collaborator:** Proven ability to work in a collaborative environment, works well in cross-functional teams.* **Technical Skills:** Moderate to strong MS Excel skills. Experience using workflow and surveillance software a plus but not required.* **Communication Skills:** Excellent written and verbal communication skills.**What makes you stand out:*** Experience with financial statement spreading and credit analysis* Able to investigate complex issues, make connections, and uncover insights* Familiarity with credit rating methodologies**You can be who you are.**Instagram.com/lifeatpacificlife#LI-AJ1**Base 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.$100,530.00 - $122,870.00**Your Benefits Start Day 1**Your 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 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**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.*At Pacific Life, we believe that success comes down to our people. That’s why we’re committed to embracing a flexible, diverse, and inclusive workplace where you can be your best self and do your best work. Our people-first culture creates a sense of belonging and prioritizes employee wellbeing, empowering you to achieve your full potential through our holistic health benefits, flexible working options, and a vibrant community of people working towards a shared purpose. You can connect with colleagues through employee connections groups, sharing your passions, interests, and ideas. Learn more about our . #J-18808-Ljbffr