Talent.com
Investment Operations Analyst II

Investment Operations Analyst II

Pacific LifeNewport Coast, CA, US
30+ days ago
Job type
  • Full-time
Job description

Investment Operations Analyst II

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 Investment Operations Analyst II to join our Relationship and Business Control team in Newport Beach, CA. As an Investment Operations Analyst II you'll move Pacific Life, and your career, forward by working across a wide range of operational functions including business controls, relationship management, vendor oversight, and reporting. The ideal candidate is a self-starter with strong communication skills, a knack for problem-solving, and a curiosity for process improvement and automation. This is a unique opportunity to contribute to high-impact initiatives while developing a strong foundation in investment operations.

How you'll help move us forward :

  • Communicate effectively across all levels of an organization (internally and externally), including senior management.
  • Translate complex issues and project updates into clear, actionable summaries.
  • Collaborate cross-functionally to support team goals and drive operational excellence.
  • Maintain and update counterparty data to support relationship tracking and strategic planning.
  • Provide support with contract-related activities from Business Operations that span across the Division. This includes coordinating with Procurements, Risk, and Legal team as needed to address inquiries on existing and new contracts.
  • Track pertinent vendor data to support payment oversight, strategic planning, and prioritization of initiatives.
  • Facilitate the reviews of contracts across departments related to the onboarding of new services and / or applications.
  • Prepare materials and reports for meetings / reviews with external parties (e.g., vendor, custodians).
  • Contribute to industry surveys and other relationship oversight activities.
  • Assist with the documenting of team procedures, business continuity plans, and internal controls.
  • Assist in creating the structure of administrative support for in-scope applications.
  • Participate in cross-functional projects and initiatives.
  • Support internal risk management efforts through data collection and analysis.
  • Assist in tracking and reporting of KPIs and KRIs to monitor performance and mitigate risk.

The experience you bring :

  • Strong verbal and written communication skills.
  • Ability to work independently and manage multiple priorities.
  • Proficiency in Microsoft Office Suite
  • Data analysis, utilizing Excel pivot tables and formulas
  • PowerPoint & Word Reporting and documentation
  • Familiarity with data visualization or workflow tools such as Power BI and Excel charts, is a plus
  • Experience with vendor / contract systems - Coupa
  • Experience with KPI / KRI reporting
  • What makes you stand out :

  • Analytical mindset with a drive to improve processes and explore automation.
  • Collaborative spirit and eagerness to learn from diverse teams.
  • 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.

    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.

    $39.81 - $48.65

    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.

    Create a job alert for this search

    Investment Analyst • Newport Coast, CA, US

    Related jobs
    • Promoted
    Investment Analyst

    Investment Analyst

    The J. Paul Getty TrustLos Angeles, CA, United States
    Full-time
    Commensurate with experience and internal equity.Investment Administration - 0210-Investment Administration.Getty is committed to creating a welcoming workplace that reflects the various background...Show moreLast updated: 30+ days ago
    • Promoted
    2026 | Americas | Los Angeles | Investment Banking | New Analyst

    2026 | Americas | Los Angeles | Investment Banking | New Analyst

    Goldman SachsLos Angeles, CA, US
    Full-time
    Our New Analyst Program is a full-time program for final year undergraduate and graduate students.As a new analyst, you will learn about our businesses, develop important relationships, and build c...Show moreLast updated: 30+ days ago
    • Promoted
    Investment Accountant II

    Investment Accountant II

    Pacific LifeNewport Coast, CA, US
    Full-time
    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 ...Show moreLast updated: 28 days ago
    • Promoted
    Investment Analyst & Operations - Remote

    Investment Analyst & Operations - Remote

    Park Wealth ManagementRedondo Beach, CA, US
    Remote
    Full-time
    Park Wealth Management – Redondo Beach, CA Investment Analyst & Operations I am seeking a motivated and energetic professional to assume the role of Investment Analyst & Operations that is comforta...Show moreLast updated: 30+ days ago
    • Promoted
    Fixed Income Portfolio Analysis Analyst

    Fixed Income Portfolio Analysis Analyst

    Capital GroupWest Los Angeles, CA, United States
    Full-time
    I can succeed as a Fixed IncomePortfolio Analysis Analyst at Capital Group.As a Fixed IncomePortfolio Analysis Analyst, you will join a team focused on fixed income portfolio construction and analy...Show moreLast updated: 27 days ago
    • Promoted
    Remote Financial Planner - AI Trainer

    Remote Financial Planner - AI Trainer

    Data AnnotationSan Clemente, California
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Finance Advisor - AI Trainer

    Remote Finance Advisor - AI Trainer

    Data AnnotationSan Clemente, California
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 30+ days ago
    • Promoted
    PositionInvestment Analyst

    PositionInvestment Analyst

    The J. Paul Getty TrustLos Angeles, CA, US
    Full-time
    Reporting to the Managing Director responsible for the Absolute Return, Credit and Fixed Income portfolios, the Analyst will be an integral part of the investment team and will ideally have had exp...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Financial Analyst - AI Trainer

    Remote Financial Analyst - AI Trainer

    Data AnnotationSan Clemente, California
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 30+ days ago
    • Promoted
    Universal Banker II

    Universal Banker II

    Open BankLos Angeles, CA, United States
    Full-time
    OPEN to new ideas and opportunities for our clients and employees.We celebrate innovation, diversity, teamwork, excellence and integrity. We are an equal opportunity employer and offer competitive c...Show moreLast updated: 30+ days ago
    • Promoted
    Analyst II, Investment - Fountain Valley, CA

    Analyst II, Investment - Fountain Valley, CA

    VetJobsFountain Valley, CA, US
    Full-time
    Analyst II, Investment - Fountain Valley, CA.Attention Military Affiliated Job Seekers : .Our organization works with partner companies to source qualified talent for their open roles.The following p...Show moreLast updated: 13 days ago
    • Promoted
    Cost Analyst II

    Cost Analyst II

    E2 Consulting Engineers IncLos Angeles, California, United States
    Full-time
    E2) is a professional services firm established in 1988 specializing in a full spectrum of engineering services including, project engineering and design, federal base operations and infrastructure...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Senior Financial Analyst - AI Trainer

    Remote Senior Financial Analyst - AI Trainer

    Data AnnotationSan Clemente, California
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 30+ days ago
    • Promoted
    AVP & Treasury Analyst II

    AVP & Treasury Analyst II

    Open BankLos Angeles, CA, United States
    Full-time
    OPEN to new ideas and opportunities for our clients and employees.We celebrate innovation, diversity, teamwork, excellence and integrity. We are an equal opportunity employer and offer competitive c...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Fixed Income Investment Operations Analyst

    Senior Fixed Income Investment Operations Analyst

    Pacific LifeNewport Beach, CA, US
    Full-time
    Sr Investment Operations Data Analyst.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...Show moreLast updated: 30+ days ago
    • Promoted
    Investment Analyst

    Investment Analyst

    TechstarsLos Angeles, CA, US
    Full-time
    As an Investment Analyst for both the USC & Techstars Accelerator and the Techstars Space Accelerator, you will be responsible for sourcing, recruiting, and helping to accelerate the growth of comp...Show moreLast updated: 12 days ago
    • Promoted
    This website uses cookies to allow for its correct operation and the services offered. For further information, please consult ourCookiePolicy.

    This website uses cookies to allow for its correct operation and the services offered. For further information, please consult ourCookiePolicy.

    SantanderLos Angeles, CA, US
    Full-time
    Investment Banking Summer Associate Program.Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset.Our focus is on foster...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Commercial Banking Analyst - AI Trainer

    Remote Commercial Banking Analyst - AI Trainer

    Data AnnotationSan Clemente, California
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 30+ days ago