Investment Operations Analyst II

Job Description

Job Description :

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 a 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 at www.pacificlife.com. What’s life like at Pacific Life? Visit Instagram.com / lifeatpacificlife.

#LI-EH2

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.