Private Credit Surveillance 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 Private Credit Surveillance Analyst to join our Private Asset Investment team in Newport Beach, CA.

The Private Asset team manages a rapidly growing portfolio of over $25 billion of AUM and operates within the Pacific Life Investment (PLI) division that manages over $150B of AUM.

The Private Credit Surveillance Analyst will assist with the onboarding, implementation and future monitoring of private credit deals in a portfolio management platform, iLevel. This role involves interfacing with internal teams (credit analysis/underwriting, risk management) and external partners (consultants, technology vendors).

How you'll help us move forward:

• Support the Private Credit Surveillance Manager in implementing a new portfolio management SaaS platform.
• Collaborate with our legal and business analyst teams to locate pertinent documents.
• Read and interpret legal documents to extract covenant and reporting requirements.
• Perform spreadsheeting activities with the assistance of an ADI (Automated Data Ingestion) tool.
• Perform ongoing portfolio monitoring functions; some credit analysis is necessary.
• Assist with developing automated dashboards and reports that highlight key performance indicators, covenant tracking, and early-warning signals.

The experience you bring:

• Education: Undergraduate degree in Business, Accounting, Finance, or a related field.
• Experience: Minimum of 2 years of experience in investment operations, credit analysis, portfolio monitoring, or related role.
• Strong Collaborator: Proven ability to work in a collaborative environment, works well in cross-functional teams.
• Technical Skills: Moderate to strong MS Excel skills. Experience using workflow and surveillance software a plus but not required.
• Communication Skills: Excellent written and verbal communication skills.

What makes you stand out:

• Experience with financial statement spreading and credit analysis
• Able to investigate complex issues, make connections, and uncover insights
• Familiarity with credit rating methodologies

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.

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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.