Fundamental Research Director
Pacific Life · Newport Beach, CA · 2 wk ago
Analyst$204k–$249k/yrFull-time
Key Responsibilities
- Act as a Domestic Equity Portfolio Manager within a Multi-Asset Framework
- Serve as a U.S. equities specialist, bringing a clear, differentiated point of view across sectors, styles, and factors (growth, value, quality, momentum)
- Generate investment decisions for the Pacific Life Fund Advisors (PLFA) managed strategies ($30 billion)
- Provide investment expertise to the divisions to drive company-wide initiatives
- Join the asset allocation team responsible for managing over 15 multi-asset portfolios—primarily fund-of-funds—as well as six portable alpha strategies
- Focus primarily on equity allocations within the multi-asset portfolios, with secondary responsibilities supporting macro/strategic and other intra-asset positioning
Requirements
- 7–10+ years of experience in fundamental research, portfolio management, or trading
- A deep understanding of U.S. equities, with the ability to connect micro insights to macro context
- Proven ability to form, express, and defend investment views
- Strong grounding in macroeconomics, policy, and market cycles
- Experience with multi-asset frameworks or asset allocation thinking (preferred, not required)
- Comfort working with data; Python or quantitative toolkit is a plus
- Familiarity with mutual funds, ETFs, or 40-Act structures is helpful
- A clear communicator who can translate complex ideas into actionable insights
Qualifications
- Master's degree in Finance, Economics, Business Administration, or related field
- License or certification in securities or related field preferred
Skills
- Strong analytical skills
- Excellent communication and presentation skills
- Ability to work independently and as part of a team
- Knowledge of financial markets and instruments
Benefits
- Paid Time Off
- Holiday Schedules
- Financial Planning Time Off
- Paid Parental Leave
- Adoption Assistance Program
- Competitive 401k savings plan with company match and an additional contribution regardless of participation
- Wellbeing Reimbursement Account