Public Credit Research Analyst
Pacific Life · Newport Beach, CA · 2 wk ago
Analyst$185k–$226k/yrFull-time
Job Summary
The Public Credit Research Analyst plays a critical role in Pacific Life's investment strategy by making and communicating informed buy/sell/hold decisions on fixed-income securities within the Regional Bank sector. This role is part of the Public Credit Analysis team, which supports the company's policyholder obligations.
Key Responsibilities
- 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
Qualifications
- 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
- 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
Benefits
- Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account
- 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