Pacific Life is hiring a Private Credit Surveillance Analyst

Pacific Life is hiring a Private Credit Surveillance Analyst to assist with onboarding, implementation, and ongoing monitoring of private credit deals within our portfolio management platform. You will be a key part of the team managing over $25 billion in assets, collaborating across functions to support robust portfolio oversight and reporting.

What You'll Do

• Support the implementation of a new portfolio management SaaS platform, iLevel.
• Collaborate with legal and business analyst teams to locate and interpret key legal documents.
• Extract covenant and reporting requirements from complex legal agreements.
• Perform data analysis and spreadsheeting activities using an ADI (Automated Data Ingestion) tool.
• Conduct ongoing portfolio monitoring and perform necessary credit analysis.
• Assist in developing automated dashboards and reports for KPIs, covenant tracking, and early-warning signals.

What We're Looking For

• Undergraduate degree in Business, Accounting, Finance, or a related field.
• Minimum of 2 years of experience in investment operations, credit analysis, portfolio monitoring, or a similar role.
• Proven ability to work collaboratively and effectively within cross-functional teams.
• Moderate to strong MS Excel skills.
• Excellent written and verbal communication skills.

Nice to Have

• Experience with financial statement spreading and credit analysis.
• Ability to investigate complex issues, identify connections, and uncover insights.
• Familiarity with credit rating methodologies.
• Experience using workflow and surveillance software.

Technical Stack

• MS Excel
• iLevel portfolio management platform
• ADI (Automated Data Ingestion) tool

Team & Environment

You will join the Private Asset Investment team, part of a division managing over $150 billion in AUM. The team manages over $25 billion of AUM. You will report directly to the Private Credit Surveillance Manager.

Benefits & Compensation

• Competitive salary range: $100,530.00 - $122,870.00.
• Medical, Dental, Vision, and Wellbeing Reimbursement Account.
• Generous paid time off, including Paid Time Off, Holiday Schedules, and Financial Planning Time Off.
• Paid Parental Leave and Adoption Assistance Program.
• Competitive 401k savings plan with company match and additional contribution.

Work Mode

This role requires onsite work in our Newport Beach, CA office.

Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V.