Job Description

We are actively seeking a talented Director of Portfolio Strategy to join Pacific Life Investments (PLI) in Newport Beach, CA.

Job Description: Providing for loved ones, planning rewarding retirements, and 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 we can deliver when we work together. We collaborate and innovate, transforming Pacific Life and the industry for the better. Pacific Life offers more than a job; it's a career with purpose, support, balance, and resources to make a positive impact on the future—including your own.

How You'll Help Move Us Forward:

• Oversee weekly consolidation of Pacific Life's general account investment portfolio needs and recommend investment volume requirements to the VP of Portfolio Strategy.
• Lead analysis and reporting of PLI's asset strategy and investment performance, including the Monthly Investment Activity Report.
• Monitor daily investment activities, including portfolio turnover and investment guideline compliance for new investments.
• Manage and foster a culture of accountability, innovation, and excellence within the Portfolio Strategy Team.
• Assess projected cash flows and collaborate across departments for value-added investment strategies.
• Oversee Assets-in-Kind (AIK) analysis for US PRT and PLRE businesses, ensuring smooth settlements.
• Collaborate with ALM, Investment & Product Solutions, Operations, Investment Accounting, and Treasury teams, facilitating alignment and communication of strategies.

The Experience You Bring:

• Bachelor's degree in Finance, Accounting, Economics, or related field with 10+ years of investment experience.
• Proficiency in Microsoft Office Suite.
• Strong knowledge of financial markets and asset types, including bonds, structured finance, mortgage loans, and private equity.
• Excellent analytical skills and the ability to interpret complex data.
• 3+ years of experience managing and developing teams.
• Strong communication and interpersonal skills.
• Proven ability to make strategic decisions and provide clear guidance.
• Ability to thrive in a fast-paced environment and manage multiple priorities.

Preferred Qualifications:

• Knowledge of life insurance liabilities, including annuities and institutional products.
• CFA or FSA designation.
• Proficiency with Bloomberg, Power BI, Power Query, VBA, and Python.

Additional Information:

The base pay range is $198,810.00 - $242,990.00, dependent on experience and location. Employees are eligible for additional incentives. We offer comprehensive benefits starting Day 1, including health, paid time off, parental leave, and a 401k plan.

Pacific Life is an Equal Opportunity Employer committed to diversity, equity, and inclusion. We welcome all qualified applicants and provide accommodations upon request.

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