Mutual Fund - Investment Compliance Analyst

Title: Mutual Fund/Investment Compliance Analyst

Location: Newport Beach, CA (hybrid 4 days per week in office) but open to Omaha, NE

Full time

Job Description:

Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We’re actively seeking a talented Mutual Fund/Investment Compliance Analyst to join our Funds Law Team. Preference is for this person to be based in Newport Beach, CA (hybrid 4 days per week in office) but open to Omaha, NE office as well.

As a Mutual Fund/Investment Compliance Analyst, 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 cross-train with our Variable Products Team.  You will fill an existing role that sits on a team of four in the Corporate Division, Office of the General Counsel. Your team colleagues will include counsel, paralegal and analyst professionals in a close-knit supportive team environment.

How you will make an impact:

• 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
• Assist and cross-train with Pacific Life variable insurance products as needed

The experience you will bring:

• 0 to 2 years’ experience with mutual funds, investment advisors, variable insurance products and/or applicable federal statutes (extensive training will be provided)
• Computer fluency, including Microsoft Office and SharePoint On-Line
• Document database system experience a plus (extensive training will be provided)
• Exceptional attention to detail and proofreading skills.
• Excellent organizational, time management and people skills are a must.

What will make you stand out:

• 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

#LI-TB1

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.

$33.58 - $41.04

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 OffPaid 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.