PLI Operational Support Analyst I (Financial Statement Administration)

Posted 6 Days Ago
Be an Early Applicant
Newport Beach, CA
Junior
Financial Services
The Role
As an Operational Support Analyst, you will manage the collection and administration of financial performance data for Pacific Life investments. Responsibilities include preparing financial statements, compiling reporting packages for portfolio managers, and performing various job-related tasks as needed.
Summary Generated by Built In

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 Operational Support Analyst to join our Pacific Life Investments team in Newport Beach, CA.

  • This role is hybrid. We believe in empowering our employees to get work done both in and out of the office.

As an Operational Support Analyst, you’ll move Pacific Life, and your career, forward by taking responsibility of the ongoing collection and process management for performance data relating to Pacific Life investment activity. You will fill an existing role that sits on a team of 4 people in the Pacific Life Investments Corporate division. Your colleagues will include fellow real estate and investment professionals.
How you’ll help move us forward:

  • Administration, collection and upload of financial performance data relating to Pacific Life Investment activity.

  • Input and preparation of financial statement data into servicing system application with attention to format, line item and chart of account detail and resulting outputs.

  • Compilation of reporting packages for review and analysis by Portfolio Managers in connection with quarterly asset quality review.

  • Perform any other job-related duties, as assigned.

The experience you bring:

  • Undergraduate degree (four-year) in business, finance, or accounting. Related industry experience preferred.

  • Proficient use of Excel and other PC applications with excellent technical skills.

  • Strong logical and analytical skills with ability to research, identify issues, and problem-solve.

  • Excellent attention to detail, time management, organizational, verbal, and written communication skills.

What makes you stand out:

  • Two years of related industry experience; accounting, loan servicing, real estate, finance, asset/property management, and/or data management functions.

  • Prior working experience with technologies such as SpaceQuant, Midland/PNC Enterprise!, Box.com, OpenText ECM, or similar.

  • Ability to work independently and demonstrate initiative.

You can be who you are.

People come first here. We’re committed to a diverse, equitable and inclusive workforce. Learn more about how we create a welcoming work environment through Diversity, Equity, and Inclusion at www.pacificlife.com. What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.

#LI-hybrid

#LI-RB1

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.

$35.18 - $43.00

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

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.

Top Skills

Excel
The Company
HQ: Newport Beach, CA
3,447 Employees
On-site Workplace
Year Founded: 1868

What We Do

For more than 150 years, Pacific Life has helped millions of individuals and families with their financial needs through a wide range of life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. Whether your goal is to protect loved ones or grow your assets for retirement, Pacific Life offers innovative products and services that provide value and financial security for current and future generations. Pacific Life counts more than half of the 100 largest U.S. companies as its clients and has been named one of the 2022 World’s Most Ethical Companies® by the Ethisphere Institute. For additional company information, including current financial strength ratings, visit www.PacificLife.com.

Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Client count as of June 2022 is compiled by Pacific Life using the 2022 FORTUNE 500® list.

Learn more about Pacific Life:
www.instagram.com/pacificlife
www.twitter.com/pacificlife
www.facebook.com/PacificLife
www.youtube.com/user/PacificLifeInsurance

Please review our social media guidelines: paclife.co/social

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