Summer Intern Investment Analyst

Posted 2 Days Ago
Be an Early Applicant
Newport Beach, CA, USA
In-Office
Internship
Financial Services
The Role
Supports public bond investment professionals by analyzing fixed-income opportunities for Pacific Life’s general account. Conducts fundamental credit research covering company performance, financials, industry trends, capital structures, relative value, and investment risks. Presents research findings and investment recommendations, while gaining hands-on exposure to investment decisions and portfolio management.
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.

The investment division is responsible for designing investment strategies and managing bond portfolios that support our life and annuity products along with our surplus account. Our mission is to provide best-in-class investment management services for all clients and strive to be trusted business partners who deliver top-tier investment results.  

  

What You’ll Do: 

  • You will collaborate and partner with Public Bond Investment professionals in the analysis of fixed income investment opportunities for inclusion in the company’s General Account 
  • Gain insight into fixed income investment analysis through conducting fundamental credit research, including the evaluation of company performance, financials, industry trends, capital structures, relative value, and investment risks 
  • Present findings and investment recommendations based on summer research at the end of the internship 
  • Gain hands on experience in investment decisions and see the dynamics of portfolio management 

  

Factors for Success 

  • Currently enrolled in a bachelor’s degree program in Business Administration, Finance, Economics, or similar field with a graduation date of December 2027 or May/June 2028 
  • Strong analytical, critical thinking, problem solving, organizational, and presentation skills 
  • Excellent communication skills, ability to multitask, strong attention to detail, and ability to prioritize work 
  • Ability to work collaboratively as a team and independently 
  • Some understanding of, or expertise with, fixed income analysis 
  • A knowledge or understanding of global capital markets 

 

What makes you stand out: 

  • Ability to convey complex subjects clearly and concisely 
  • Progress towards the CFA and/or involvement in a student investment fund 
  • Experience working with Bloomberg terminals and data 
  • A passion for a career in fixed income investing and an intellectual curiosity to delve into industry topics 

 

How We Help You Succeed: 

Our Summer Internship Program has become Pacific Life’s talent pipeline for full-time early career opportunities. The University Relations team ensures each intern has a well-rounded positive experience to help them reach their career goals. The Summer Program includes: 

  • Professional Development 
  • Executive Mentorship Program 
  • Collaborative Environment 
  • Real World Work 
  • Social Events 
  • Training and Education 
  • Networking and Exposure to Leadership 

How We Help You Succeed:

Our Summer Internship Program has become Pacific Life’s talent pipeline for full time early career opportunities. The University Relations team ensures each intern has a well-rounded positive experience to help them reach their career goals. The Summer Program includes:

  • Professional Development

  • Executive Mentorship Program

  • Collaborative Environment

  • Real World Work

  • Social Events

  • Training and Education

  • Networking and Exposure to Leadership

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

  • Currently enrolled in a bachelor's degree program in Business Administration, Finance, Economics, or a similar field
  • Expected graduation in December 2027 or May/June 2028
  • Strong analytical, critical-thinking, problem-solving, organizational, and presentation skills
  • Excellent communication skills, multitasking ability, attention to detail, and prioritization skills
  • Ability to work collaboratively and independently
  • Some understanding of or expertise with fixed-income analysis
  • Knowledge or understanding of global capital markets
  • Ability to explain complex subjects clearly and concisely
  • Progress toward the CFA designation or involvement in a student investment fund
  • Experience working with Bloomberg terminals and data
  • Passion for a career in fixed-income investing and intellectual curiosity about industry topics

Pacific Life Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Pacific Life and has not been reviewed or approved by Pacific Life.

  • Retirement Support — Retirement funding includes both an automatic company contribution and a dollar‑for‑dollar 401(k) match, positioned as a standout element of the package. Vesting is defined at three years in official materials.
  • Leave & Time Off Breadth — Time off is described as generous and scalable with tenure, complemented by multiple paid holidays and options to augment PTO. Paid parental leave and adoption assistance further extend coverage for families.
  • Wellbeing & Lifestyle Benefits — A flexible annual wellbeing reimbursement supports diverse needs alongside counseling resources and wellness tools. Day‑one eligibility for core coverages adds immediate lifestyle value.

Pacific Life Insights

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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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