Public Credit Research Analyst

Posted 7 Days Ago
Be an Early Applicant
Newport Beach, CA, USA
In-Office
185K-226K Annually
Senior level
Financial Services
The Role
The Public Credit Research Analyst conducts fundamental credit research, makes buy/sell recommendations, and collaborates with analysts on investment opportunities in the Regional Bank sector.
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 are actively seeking a talented Public Credit Research Analyst to join our Public Credit Analysis team in Newport Beach, CA. Relocation assistance may be provided.

Note: This is a Director level position. Job level may vary based on skills & experience.

As a Public Credit Research Analyst, you will play a key role in Pacific Life's growth and long-term success by making and communicating informed buy/sell/hold decisions on fixed-income securities within the Regional Bank sector for inclusion in the company's general account to support our policyholder obligations.

You will fill a new role on the Public Corporate Credit Analysis team, which currently consists of 11 investment professionals within the broader Pacific Life Investments department. The research group's investment analysis process includes fundamental company analysis, industry analysis, understanding of protections offered in different security types, and the ability to calibrate risk between investment opportunities.

How you’ll help move us forward:

  • Conduct and communicate fundamental credit research on investment grade and high-yield corporate credits
  • Make Buy/Sell Hold Recommendations for inclusion in the company's General Account
  • Demonstrate expertise in the analysis of regional banks
  • Work closely with the senior bank analyst and the Public Credit Analysis and Portfolio Management teams to determine the best opportunities for our portfolio
  • Develop and maintain relationships with sell-side analysts, credit rating agencies, and other information providers

The experience you bring:

  • 7+ years of investment research experience with a minimum of 2 years focused on the regional bank sector
  • Bachelor's degree
  • Ability to analyze and model financial metrics and business strategies
  • An understanding of bank regulation and capital requirements
  • Understanding of financial markets and products, working knowledge of Microsoft Office Suite, and familiarity with financial databases, such as Bloomberg

What makes you stand out:

  • Ability to convey complex subjects clearly and concisely
  • A passion for a career in fixed-income investing and an intellectual curiosity to delve into industry topics
  • MBA/CFA

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-AJ1

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.

$184,680.00 - $225,720.00

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

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

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.

Skills Required

  • 7+ years of investment research experience
  • Minimum of 2 years focused on the regional bank sector
  • Bachelor's degree
  • Ability to analyze and model financial metrics and business strategies
  • Understanding of bank regulation and capital requirements
  • Familiarity with financial databases, such as Bloomberg
  • MBA/CFA
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The Company
HQ: Newport Beach, CA
3,447 Employees
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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