Sr Private Placement Investment Operations Analyst I

About the role

The Pacific Life Investment division is actively seeking a Sr Private Placement Ops Analyst I to join the Fixed Income Ops team. This role is based in Charlotte, NC.

Responsibilities

• Own operational execution for private investments across the full lifecycle—from trade capture through closing, funding, and settlement
• Drive deal readiness by aligning legal, counterparties, and internal teams to support efficient and controlled closings
• Serve as a key coordinator across custodians, trustees, managers, and internal stakeholders to keep transactions progressing
• Maintain integrity of instrument data across systems, including key terms and cash flow structures
• Lead onboarding of new investments and relationships to ensure seamless integration into established workflows
• Resolve breaks using structured analysis while identifying opportunities to improve efficiency and scalability
• Partner with front office and control functions to strengthen processes and support a disciplined operating environment

Requirements

• 5+ years of fixed income experience within investment operations or middle office roles in asset management, hedge funds, or investment banking
• Bachelor’s degree in Finance, Accounting, or equivalent relevant experience
• Direct experience supporting private or less liquid assets, with a strong understanding of transaction lifecycles and closing mechanics
• Analytical mindset with a demonstrated ability to troubleshoot complex issues and navigate ambiguity
• Strong communicator with the ability to engage effectively across legal, investment, and operational stakeholders
• Highly organized and self-directed, able to manage multiple priorities in a fast-paced environment
• Proficiency with industry tools including Bloomberg, Excel, Business Objects, Power BI, ePAM, SQL, Power Automate

Qualifications

• Knowledge of Note Purchase agreements, Credit Agreements and other standard legal docs
• Familiarity with Private Placement re-registration process
• Prior involvement with coordinating Asset Transfers, Free Receipts and Free Deliveries

Skills

• Proficiency with Nexen, Bloomberg AIM, Excel, ePAM, SQL, Power BI, Power Automate

Benefits

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 includes Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents. Generous paid time off options include: 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.

Pay

$45.05 - $55.06

Schedule

Full-time