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 Private Equity Director to join our Private Equity 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 a Private Equity Director, you’ll play a key role in Pacific Life’s growth and long-term success by sourcing analyzing and evaluating private equity funds and co-investments. You will fill a new role that sits on a team of eight people in Pacific Private Fund Advisors LLC, a SEC registered investment advisor wholly owned by Pacific Life.
How you’ll help move us forward:
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Source, diligence, reference, model and analyze private equity fund investments and co-investments for both Pacific Life’s General Account and for third party investors
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Evaluate investment opportunities based on qualitative and quantitative factors; apply a relative value analysis and a risk/reward framework
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Prepare written reports on due diligence findings
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Discuss recommendations for investment opportunities with the PPFA team and formally present to the Investment Committee
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Develop, lead and manage relationships with PPFA’s investment partners, intermediaries, and limited partners
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Monitor portfolio (including attending AGMs and regular update calls/meetings) by maintaining a current and detailed view of underlying asset progress and performance
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Build internal presentations to further communicate PPFA's performance and future plans to the broader Pacific Life organization and senior management
The experience you bring:
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7 - 10 years of private equity fund/co-investment underwriting experience
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4- year bachelor’s degree in finance, economics, accounting, or related field
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Master’s degree or CFA a plus
What makes you stand out:
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Deep network of relationships across the private equity community
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Strong interviewing/research skills. Ability to lead on-site due diligence sessions
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Track record of underwriting fund and co-investment opportunities
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.
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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.
$175,860.00 - $214,940.00
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.
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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
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Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
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Paid Parental Leave as well as an Adoption Assistance Program
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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.
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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:
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www.twitter.com/pacificlife
www.facebook.com/PacificLife
www.youtube.com/user/PacificLifeInsurance
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