Jobs · Analyst · California

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

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