Junior Portfolio Manager Analyst

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 Junior Portfolio Manager to join our Investment Grade Fixed Income team in Newport Beach, CA.
As a Junior Portfolio Manager, you’ll move Pacific Life, and your career, forward by playing a key role in supporting portfolio construction, risk monitoring, and investment idea generation through the development of tools, analytics, and market insights.
How you’ll help move us forward:

• Help develop and enhance existing portfolio management tools to improve senior PM investment decision-making, risk monitoring, and operational efficiency.
• Support the identification of investment grade credit opportunities by analyzing key market trends, trading relationships, and conducting relative value analysis.
• Assist in portfolio optimization by building and maintaining models and processes that support active management and risk oversight.
• Help collaborate with investment grade corporate credit analysts to aggregate and synthesize credit views for timely and actionable implementation of investment ideas.
• Prepare and present regular updates to the Portfolio Management team, highlighting relevant analysis in support of investment strategies and performance goals.
• Contribute to the continuous improvement of investment processes through innovation, automation, and cross-functional collaboration.

The experience you bring:

• Minimum of 5 years of experience in investment management, trading, or a related analytical role within capital markets.
• Strong understanding of fixed income markets, portfolio construction principles, mathematical and statistical principals, and risk management concepts.
• Demonstrated ability to build and maintain analytical tools and dashboards to support investment decisions.
• Proficiency in Bloomberg, Power BI, VBA, and Python is required; experience with SQL or other data tools is a plus.
• Excellent communication skills, with the ability to clearly present complex data and insights to investment professionals.
• Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environment.
• Bachelor’s degree in Finance, Mathematics, Economics, Engineering, Computer Science, or a related field; advanced degree or CFA progress is a plus.

What makes you stand out:

• Direct experience within the investment grade credit market

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. 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.