Mutual Fund/Investment Compliance Analyst II
Pacific Life · United States · 1d ago
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 Mutual Fund/Investment Compliance Analyst to join our team in Newport Beach, CA.
In this role, you’ll move Pacific Life, and your career, forward by you’ll play a key role in Pacific Life’s growth and long-term success by supporting the legal requirements for Pacific Select Fund (mutual fund) and Pacific Life Fund Advisors (investment adviser) and also support our SEC Registered Products Team (variable annuities, registered index-linked annuities and variable life). You will fill an existing role that sits on a combined team of ten. Your team colleagues will include counsel, paralegal and analyst professionals in a close-knit supportive team environment. You will also interact with compliance, investment and product colleagues.
How you’ll help move us forward:
- Assist with the preparation of legal regulatory filings for Pacific Select Fund, a mutual fund complex with over $40 billion in client assets.
- Provide analysis and support to the investment adviser Pacific Life Fund Advisors LLC.
- Prepare board materials regarding the funds and the adviser.
- Support Pacific Life SEC registered insurance products (variable annuities, RILAs and variable life).
The experience you bring:
- 5+ years’ experience with mutual funds, investment advisors, variable insurance products and/or applicable federal statutes.
- Computer fluency, including Microsoft Office and SharePoint On-Line.
- Document database system experience a plus (i.e. prospectus builder systems).
- Exceptional attention to detail and proofreading skills.
- Excellent organizational, time management and people skills are a must.
What will make you stand out:
- Meaningful prior experience with mutual funds and variable insurance products
- 4-year degree
- Ability to work under deadlines in a cyclical stress environment
- Team orientation while also exhibiting independence professional work ethic requiring minimal supervision
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.
$113,490.00 - $138,710.00Your 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.