Director of Investment and Product Solutions
Pacific Asset Management, LLC, Newport Beach, CA, United States
Director of Investment and Product Solutions page is loaded## Director of Investment and Product Solutionslocations:
Newport Beach CA-700time type:
Full timeposted on:
Posted Yesterdayjob requisition id:
R14763**Job Description:**results-oriented **Director of Investment and Product Solutions (IPS)** to join our team at our Newport Beach headquarters. In this high-impact, on-site role, you’ll help shape our investment strategy, drive portfolio performance, and collaborate with senior leaders across the organization. This is a unique opportunity to influence the future of our investment platform while working alongside some of the industry’s top talent across public and private markets.**How you’ll help move us forward:*** Shape and support the development of investment and hedging strategies, aligning with ALM, capital, risk, accounting, tax, and reinsurance considerations* Develop and support investment assumptions for product pricing while collaborating with product teams* Build analytical models to evaluate and advance capital efficiency to inform investment decisions and align with enterprise financial objectives* Support ongoing investment performance monitoring to ensure alignment with divisional objectives and market dynamics* Partner across teams to evaluate new and existing investment strategies across public and private markets* Collaborate with Portfolio Strategy, Public & Private Market PMs, Enterprise ALM, Finance, Risk, Actuarial, and Investment Operations, to ensure alignment on PLI’s activities and strategies with enterprise goals* Champion and communicate our investment strategy to internal and external stakeholders* Develop governance frameworks to support investment surveillance and best practice* Contribute to building a high-performing investment team by mentoring other staff and advancing best ideas**The experience you bring:*** 8+ years of experience in investments or an investment-related field* Bachelor’s degree in Finance, Accounting, Economics, Mathematics or related field* Advanced degrees or certifications (CFA, MBA, CAIA, CPA, or actuarial designations)* Proficient in Microsoft Office, including Excel VBA, Word, PowerPoint, Outlook* Experience with Bloomberg API, Power BI, Power Query, VBA, and Python* Strong familiarity with a broad range of asset types across investment grade credit, structured finance, mortgage loans, and other private assets* Ability to analyze cash flows, liquidity profile, credit risk, tax treatment, capital treatment and GAAP and STAT accounting treatments for new asset classes and/or investments* Strong communication and interpersonal skills, able to interact productively with teams while managing competing priorities* Ability to work in a fast-paced, dynamic environment managing multiple priorities**What makes you stand out:*** Deep experience in life and annuity insurance portfolio management* A strong understanding of Bermuda Monetary Authority (BMA) investment requirements* A proven track record of innovation in portfolio construction and investment analysis**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.$203,760.00 - $249,040.00**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**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.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.*Pacific Life is more than a job — it’s a career with purpose. For nearly 160 years, we’ve helped people protect their financial futures through strength, stability, and innovation. Join us to make a meaningful impact and build a career where you can thrive. . #J-18808-Ljbffr
Newport Beach CA-700time type:
Full timeposted on:
Posted Yesterdayjob requisition id:
R14763**Job Description:**results-oriented **Director of Investment and Product Solutions (IPS)** to join our team at our Newport Beach headquarters. In this high-impact, on-site role, you’ll help shape our investment strategy, drive portfolio performance, and collaborate with senior leaders across the organization. This is a unique opportunity to influence the future of our investment platform while working alongside some of the industry’s top talent across public and private markets.**How you’ll help move us forward:*** Shape and support the development of investment and hedging strategies, aligning with ALM, capital, risk, accounting, tax, and reinsurance considerations* Develop and support investment assumptions for product pricing while collaborating with product teams* Build analytical models to evaluate and advance capital efficiency to inform investment decisions and align with enterprise financial objectives* Support ongoing investment performance monitoring to ensure alignment with divisional objectives and market dynamics* Partner across teams to evaluate new and existing investment strategies across public and private markets* Collaborate with Portfolio Strategy, Public & Private Market PMs, Enterprise ALM, Finance, Risk, Actuarial, and Investment Operations, to ensure alignment on PLI’s activities and strategies with enterprise goals* Champion and communicate our investment strategy to internal and external stakeholders* Develop governance frameworks to support investment surveillance and best practice* Contribute to building a high-performing investment team by mentoring other staff and advancing best ideas**The experience you bring:*** 8+ years of experience in investments or an investment-related field* Bachelor’s degree in Finance, Accounting, Economics, Mathematics or related field* Advanced degrees or certifications (CFA, MBA, CAIA, CPA, or actuarial designations)* Proficient in Microsoft Office, including Excel VBA, Word, PowerPoint, Outlook* Experience with Bloomberg API, Power BI, Power Query, VBA, and Python* Strong familiarity with a broad range of asset types across investment grade credit, structured finance, mortgage loans, and other private assets* Ability to analyze cash flows, liquidity profile, credit risk, tax treatment, capital treatment and GAAP and STAT accounting treatments for new asset classes and/or investments* Strong communication and interpersonal skills, able to interact productively with teams while managing competing priorities* Ability to work in a fast-paced, dynamic environment managing multiple priorities**What makes you stand out:*** Deep experience in life and annuity insurance portfolio management* A strong understanding of Bermuda Monetary Authority (BMA) investment requirements* A proven track record of innovation in portfolio construction and investment analysis**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.$203,760.00 - $249,040.00**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**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.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.*Pacific Life is more than a job — it’s a career with purpose. For nearly 160 years, we’ve helped people protect their financial futures through strength, stability, and innovation. Join us to make a meaningful impact and build a career where you can thrive. . #J-18808-Ljbffr