Director Fundamental Research

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 Director of Fundamental Research to join Pacific Life Fund Advisors in Newport Beach, CA. Relocation assistance may be provided.

As the Director of Fundamental Research, you’ll play a key role in Pacific Life’s growth and long-term success by generating investment decisions for the Pacific Life Fund Advisors (PLFA) managed strategies ($30 billion) and providing investment expertise to the divisions to drive company-wide initiatives. The Director will join the asset allocation team responsible for managing over 15 multi-asset portfolios—primarily fund-of-funds—as well as six portable alpha strategies. The role will focus primarily on fixed income allocations within the multi-asset portfolios, with secondary responsibilities supporting macro/strategic positioning and equity intra-asset class decisions.

How you’ll help move us forward:

• Drive top-down global macroeconomics research and market fundamental research efforts to generate investment views for a broad array of equity and fixed income asset classes in which PLFA invests across the Pacific Select Fund ($27 billion) and the Aristotle Funds ($3 billion). More specifically, the Director of Fundamental Research is expected to build a research framework based on a solid understanding of the economy and market sectors.
• Act as a regional portfolio manager on fixed income while also providing expertise on all asset classes within PLFA-managed portfolios. You will proactively develop investment views by identifying economic growth trends, Fed policies and market themes, monitor geopolitical and market events, articulate and defend investment views to the Investment Committee, maintain oversight and adapt views as necessary. You will then implement investment views via proper investment positioning to achieve outperformance against benchmarks with reasonable risk loadings.
• The Director of Fundamental Research will be a voting member of the Investment Committee, which is ultimately responsible for approving all investment decisions related to PLFA-managed strategies (e.g. trades, process enhancements, etc.). You will also collaborate with Marketing, Legal and Compliance teams on various initiatives related to running a mutual fund platform (e.g. creating market commentaries, reviewing prospectuses, 15-C, regulatory discussions, etc.).

The experience you bring:

• Bachelor’s degree required, advanced degree, CFA, FRM, and/or CAIA preferred,
• At least 7-10 years of investment industry experience on investment research, asset allocation and/or multi-asset portfolio management, preferably with a demonstrable strong track record,
• In-depth knowledge on global macroeconomics, Fed policies, fixed income, other asset classes such as equities and alternatives, and common asset allocation techniques,
• Capable of conducting independent and industry-leading research on global macroeconomics and financial markets based on important industrial and academic research. Capability of coding in Python is preferred,
• Familiarity with 40-Act strategies such as mutual funds, annuities, and ETFs,
• Good presentation skills and an ability to clearly and succinctly explain complex concepts to various groups.

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.

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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.

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.