About this Investment Modeling Production and Support Director role at Pacific Life
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 Investment Modeling specialist to join our Investment Risk Team in Newport Beach, CA. This position requires in-office attendance at least four days per week.
How you'll help us move forward:
This role requires hands-on involvement in production execution and support. The candidate should be comfortable reviewing data, running and troubleshooting processes, examining cash flows and analytics, modifying code, documenting controls, and resolving time-sensitive issues. The candidate is expected to work in a matrix environment with other professionals in the risk team, accounting leaders, investment professionals, and senior actuaries. In this capacity, the candidate is expected to:
- Own and execute recurring investment-modeling production processes, including asset cash-flow generation, investment analytics, and delivery of results to downstream risk, actuarial, and reporting teams.
- Monitor production runs, investigate data or model exceptions, resolve processing issues, and escalate material concerns when appropriate.
- Perform reasonableness reviews, reconciliations, variance analysis, and quality-control checks to support the completeness and accuracy of production results.
- Maintain and enhance production code, controls, and process documentation.
- Automate manual activities and improve the efficiency, repeatability, transparency, and control of existing production processes.
- Coordinate production inputs and deliverables across investment risk, actuarial, accounting, investment management, and technology teams.
- Work with internal and external modeling platforms and data providers to diagnose issues and implement practical solutions.
- Support the onboarding of new investments, asset types, models, and business requirements into established production processes.
- Provide investment-modeling expertise to actuaries and other business partners, including explanations of cash-flow behavior, assumptions, limitations, and changes in results.
- Contribute to model enhancements and new analytical capabilities while maintaining primary accountability for production delivery and support.
The experience you bring:
- 10+ years of direct experience supporting investment modeling, risk analytics, and asset cash-flow generation across a broad range of asset classes including but not limited to corporate bonds, structured products, and commercial and residential loans.
- Working knowledge of fixed-income investments, including the drivers of projected cash flows, valuations, market-risk measures, and investment performance.
- Demonstrated ability to manage recurring deliverables, investigate unexpected results, and meet established production deadlines.
- Strong analytical and problem-solving skills, including the ability to distinguish data, model, system, and process issues.
- Ability to explain analytical results and technical issues clearly to actuarial, investment, accounting, risk, and technology partners.
- Experience working in a matrixed environment with multiple stakeholders and dependencies.
- Strong attention to detail, documentation, and process controls.
- Experience with asset-liability management, regulatory capital, and statutory reporting is a plus.
- An advanced degree in a quantitative field such as Finance, Math, or Engineering is preferred. CFA/FRM designation is a plus.
- Hands-on experience using Python, R, MATLAB, SAS, SQL, or a comparable language to support analytics, data processing, model execution, controls, or production automation.
- Experience with investment and analytical platforms such as Bloomberg, Intex, RiskSpan, FactSet, Aladdin, CoStar, Trepp, Moody’s, S&P, etc.
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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.
$203,760.00 - $249,040.00Your 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
You Can Be Who You Are
We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.
What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife
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.