Sr Investment Operations Analyst II

Job Description:

Providing for loved ones, planning rewarding retirements, 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 that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own.

We're actively seeking a talented Senior Investment Operations Analyst II to join our Derivatives Team in Newport Beach, CA.

As a Senior Investment Operations Analyst II, you will serve as a key contributor within the Derivative Operations team, bridging the gap between execution-level responsibilities and strategic oversight. You will support the team's operational excellence by managing complex workflows, mentoring junior analysts, and driving process improvements.

In this role, you will lead initiatives focused on project automation and operational efficiency, identifying opportunities to streamline processes, reduce manual intervention, and enhance system capabilities. Your strong understanding of derivative products, systems, and controls will be essential as you collaborate across departments and with external partners to implement scalable solutions

You will also be actively involved in day-to-day operations, serving as an escalation point for complex issues and stepping in to support daily tasks to ensure smooth and accurate processing.

• Lead and implement automation projects that reduced manual touchpoints and improved processing speed across key derivative workflows.
• Identify and execute efficiency initiatives that resulted in measurable time savings, enhanced data accuracy, and improved scalability of operations
• Execute day-to-day derivative operations including trade processing, payment handling, and confirmation across Calypso, ePAM, and Markitwire.
• Act as a subject matter expert (SME) in specific systems or processes such as TriOptima, ePAM trade processing, swap cash flow calculations.
• Serve as an escalation point for operational issues, providing guidance and resolution support to junior team members.
• Help daily operational workflows to ensure continuity and accuracy during high-volume periods or complex scenarios.
• Support managers in maintaining operational controls and ensuring compliance with regulatory and internal standards.
• Collaborate with the front office and IT to resolve trade discrepancies and support lifecycle events for derivative trades.
• Analyze operational metrics and reporting to identify trends and recommend process enhancements.
• Participate in system upgrade testing and contribute to automation and straight-through processing (STP) initiatives.
• Coordinate with internal teams (Legal, Accounting, Treasury) and external vendors to troubleshoot and implement operational improvements.
• Assist in onboarding new accounts and products, ensuring operational readiness and system integration.
• Respond to audit and ad hoc requests, ensuring timely and accurate information delivery.

• 7+ years of experience in investment operations, preferably with a focus on derivatives.
• Proficiency in Calypso, ePAM, TriOptima, MarkitWire, and familiarity with Business Objects and Bloomberg is a plus.
• Demonstrate ability to independently resolve operational issues and lead initiatives and projects.
• Strong analytical and organizational skills with a focus on risk mitigation and operational control.
• Experience with trade processing, reconciliations, trade confirmations, and payment processing.
• Strong understanding of OTC derivatives, including futures, cleared and bilateral swaps, options, swaptions, and cross-currency instruments.
• Ability to mentor junior analysts and contribute to a collaborative, high-performing team environment.

• Experience leading process improvement or automation initiatives.
• Familiarity with PowerBI and PowerQuery for data analysis and reporting.
• Clear and concise communication skills for interacting with internal and external stakeholders.
• A proactive mindset with a focus on continuous improvement and operational efficiency.
• Understanding of accounting principles (GAAP/STAT/IFRS) as they relate to investment operations.

You can be who you are.

People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at www.pacificlife.com. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.

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Base Pay Range:

The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.

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 including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents

• 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

EEO Statement:

Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.