31 Investment jobs in Newport Beach

Pathway Capital Management, LP is a leading institutional investment management firm specializing in creating and managing specialized private market solutions for institutional investors globally. They focus on private equity, private credit, and infrastructure investments.

Job Description: Investment Analyst

Pathway Capital Management is seeking an Investment Analyst to join their team in Irvine, offering a hybrid work format. The Analyst will play a key role in analyzing potential investment opportunities and monitoring client portfolios. This involves working closely with senior and mid-level professionals on small client and due diligence teams.

Responsibilities:

Fund Investment Analysis: Conducting quantitative and qualitative reviews of potential private markets fund investments.
Direct Investment Underwriting: Supporting the in-depth underwriting of direct equity, direct credit, and secondary investments, which is characterized as a fast-paced process.
Due Diligence: Performing analysis to support the due diligence process. This includes analyzing financial statements of private markets partnerships, reviewing portfolio company valuations, and assessing relative performance.
Fund Manager Interaction: Participating in meetings with fund managers.
Client Servicing: Supporting Pathways client servicing efforts through the preparation of client reports and presentations.
Ad Hoc Projects: Assisting with special reporting, research, and due diligence projects as needed.

Requirements:

Relevant Experience: Analytical experience from investment banking, consulting, audit, investment management, or similar fields (including internships).
Education: A bachelors degree in business, finance, economics, business economics, or a related field with a strong academic record.
Investment Interest: A strong interest in investments and capital markets.
Technical Skills: Proficiency in Microsoft Excel; strong quantitative and analytical skills.
Soft Skills: Excellent interpersonal, communication, and writing skills; ability and desire to work collaboratively; detail-oriented, proactive, resourceful, and self-motivated; capable of managing multiple tasks and deliverables.

Compensation and Benefits:

The salary range is $85,000 to $95,000 annually, with two discretionary bonuses per year and a comprehensive benefits package. Benefits include a flexible work format, a collaborative yet autonomous work culture, affordable health insurance, approximately 10 bank holidays per year, generous vacation accrual, and an excellent 401(k) employer match.

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INVESTMENT ANALYST

Open to the Public

Applications will be accepted on a continuous basis until the needs of OCERS have been met. Interested applicants are encouraged to apply immediately.

OCERS Investments Team is eligible to participate in an annual Incentive Compensation Program upon the successful completion of the program requirements. OCERS offers an additional 5.5% certification pay for staff with the Chartered Financial Analyst (CFA) designation.

OCERS offers a competitive benefits package, a defined benefit pension plan which has reciprocity with the Public Employees Retirement System (PERS), and a deferred compensation 457 plan. OCERS offers up to an annual$10,000Educational and Professional Reimbursement, a $,500 taxable optional benefit plan, annual leave, and aflexible/hybrid work schedule.

DESCRIPTION

The Orange County Employees Retirement System (OCERS) invites you to join our team! We are now accepting on-line applications to fill the position of Investment Analyst.

WHO WE ARE

Established in 1945, the Orange County Employees Retirement System (OCERS) provides retirement, death, disability, and cost-of-living benefits to retirees of the County of Orange and certain County districts. Serving approximately 54,000 members, OCERS is governed by a ten-member Board of Retirement that is responsible for managing a 25 billion dollar fund. For more information about OCERS, please click here .

Mission
OCERS' mission is to provide secure retirement and disability benefits with the highest standards of excellence.

Vision
OCERS' vision is to be a trusted partner providing premier pension administration, distinguished by consistent, quality member experiences and prudent financial stewardship.

Values

• Open and Transparent
• Commitment to Superior Service
• Engaged and Dedicated Workforce
• Reliable and Accurate
• Secure and Sustainable

THE OPPORTUNITY

Under the direction of the Director of Investments, this Investment Analyst position provides analytical and technical support for the Investments division in the areas of investment management, investment reporting, performance measurement, risk management, special projects and studies; performs related duties as required.

The Investment Analyst position reports directly to the Director of Investments and is expected to uphold the highest standards of integrity, accountability, professionalism, customer service, excellence, plan sponsor focus, and system efficiency. Assists the Investments Team in the day-to-day operations within the Investments department; tracks investment activities, ensures necessary transactions are completed as required, and identifies potential areas of concern.

ESSENTIAL DUTIES AND RESPONSIBILITIES

The Investment Analyst will be expected to perform operational, financial and investment analysis to support OCERS system and Investment Team initiatives and to perform other tasks as assigned. These include but are not limited to the following:

• Provide technical assistance to the members of the Investments Team in administering the long-term investment policy, strategic objectives, portfolio guidelines and manager selection.
• Regularly monitor the investment managers to assess performance, risk and return, and evaluate any strategy modification.
• Review portfolios to assess return and risk attribution and prepare reports, as required.
• Assist in the search process of investment managers, as required.
• Monitor compliance to Board-approved investment policies, strategies and portfolio guidelines.
• Assist the Investments Team in working with pension investment consultants to coordinate asset allocation studies and integrate results into the long-term investment strategy.
• Monitor portfolios of marketable and non-marketable securities to assess and maintain current valuation in custodian statements.
• Research and maintain history of capital calls, distributions, and returns of capital and prepare summary reports.
• Receive and file reconciliation statements and compliance reports from investment managers for assigned portfolios.
• Monitor investment performance relative to expected return and risk, ensure compliance consistent with investment policies, strategies, and guidelines, and report significant changes and/or discrepancies.
• Assist the Investments Team in preparing materials for Investment Committee meetings.
• Assist in the research and data collection required to fulfill information requests.
• Provide timely monthly portfolio reports and verify the accuracy of investment manager invoices.
• Support and monitor the investment manager due diligence CRM database.
• Support internal risk management systems, preparing reports as required.
• Complete various surveys on behalf of the Investments department.

MINIMUM QUALIFICATIONS

Minimum qualifications required for entry into the classification:

Education

Graduation from an accredited university or college with a Bachelors Degree in Economics, Accounting, Finance, Business, or a related field.

Special Notes, Licenses or Requirements

• A valid driver's license or the ability to arrange necessary and timely transportation for field travel.
• The use of a personal vehicle may be required.
• A complete background investigation is required; a felony or misdemeanor conviction may be cause for disqualification.

Highly Desirable

• Masters Degree in Business Administration.
• Chartered Financial Analyst (CFA) designation.
• Experience with Bloomberg and CRM systems.
• Experience with performance analytics and investment risk management systems.

Please click here for details on this classification.

KNOWLEDGE, SKILLS, AND ABILITIES
The following lists the knowledge, skills, and abilities necessary to perform the essential duties of the position.

Knowledge

• Investment concepts, terminology, styles, models, and strategies, including portfolio theory, asset allocation and performance measurement, and a solid understanding of capital markets.
• Principles and practices of institutional investment management.
• Modern portfolio theory and application.
• Analytical techniques and tools commonly utilized in investment management.
• Knowledge of statistical concepts, methods, and models and their application to investments.
• Computer techniques/programs applicable to financial data in evaluating investment managers and portfolios.
• Telephone, office and online etiquette.

Skills/Ability

• Establish and maintain professional relationships with members of the Investment Committee, OCERS management and professional staff, and consultants.
• Isolate critical investment data to assess the financial risk of investment options and operations.
• Evaluate the overall performance of external investment managers and consultants.
• Analyze economic, financial, and market trends to determine the highest overall investment returns consistent with OCERS' long-term goals and risk tolerances.
• Prioritize conflicting timelines to ensure that project deadlines are met.
• Interact with external service providers such as actuarial and investment consultants, money managers, and custodians.
• Utilize and coordinate the delivery of custodial services.
• Communicate in English clearly, concisely, and effectively both orally and in writing.
• Perform job functions with a high degree of independence and in an ethical and objective manner.
• Assist the Investments Team with quantitative research projects and evaluate risk models.
• Utilize computer software to compose spreadsheets, graphs, flowcharts, calculations, and miscellaneous reports, as assigned.

PHYSICAL, MENTAL, AND ENVIRONMENTAL CONDITIONS
The following is a description of the physical and mental abilities that are customarily required to perform the essential job functions of this position.

Physical and Mental Demands

• Ability to communicate clearly and understandably in person andover the telephone, both one-on-one and in smallgroups.
• Ability to operate atelephone,keyboard, computer, and calculator.
• Ability to interact professionally with members of the InvestmentCommittee, employers, peers, andconsultants.
• Ability to access a standard office environment.
• Ability to sit for prolonged periods of time.

Environmental Conditions

• The primary workplace is in an office environment, working with standard office equipment.
• Peripheral office equipment generates a quiet to moderate noise level.
• Operates in an environment that includes elected officials, non-elected officials, government agencies, community interest groups, and the general public in the development and coordination of OCERS affairs.
• Out of area travel may be required to attend professional conferences, due diligence, and meetings.

COMPENSATION, INCENTIVE, & CERTIFICATION PAY
Compensation will be determined based on the experience level, credentials, and personal characteristics of the candidate. OCERS Investments Team is eligible to participate in an annual Incentive Compensation Program upon the successful completion of the program requirements. OCERS offers an additional 5.5% certification pay for staff with the Chartered Financial Analyst (CFA) designation.

For additional information and details about OCERS Incentive Compensation Policy, pleaseclickhere.

BENEFITS
OCERS offers a competitive benefits package that includes a choice of several health plans, annual leave, and paid holidays. Additionally, OCERS has a defined benefit pension plan which has reciprocity with the Public Employees Retirement System (PERS) and a deferred compensation 457 plan. OCERS offers up to an annual 10,000 Educational and Professional Reimbursement, a 3,500 taxable optional benefit plan, and a flexible/hybrid work schedule.

RECRUITMENT PROCEDURE
OCERS Human Resources Department will screen all applications and supplemental responses to identify qualified candidates.Applications submitted without a completed supplemental information form will be disqualified from further consideration. After screening, the more qualified candidates will be referred to the next step in the recruitment process and notified of all further procedures applicable to their application status.

Applications Appraisal Panel (AAP)| Application Rating (Refer/Non-Refer)
A panel of job knowledge experts will screen and evaluate all application materials for job knowledge, competencies, and related education and experience as described above.Please be thorough in your responses to supplemental questions as each will be evaluated and rated accordingly. Additionally, please be thorough in aligning your education and work experience to the competencies and qualifications listed in this bulletin. Clarity of expression, grammar, spelling and ability to follow instructions will also be considered in the evaluation. This is a competitive process and only the more qualified candidates will be referred to the next step.

Qualifications Appraisal Panel | Oral Interview
Candidates will be interviewed and rated by a panel of job knowledge experts. Each candidate's rating will be based on responses to a series of structured questions designed to elicit the candidate's qualifications for the job.

Based on OCERS' needs and the number of applications received, the selection procedures listed above may be modified, and all affected candidates will be notified.

HOW TO APPLY

Only on-line applications with the completed supplemental questions and aresume attached to the application will be accepted.

E-mail is the primary form of notification during the recruitment process. Please ensure your correct e-mail address is on your application and only use one e-mail account.

Your application should highlight all of the areas in which you have developed expertise, matching your professional experience with the specific qualifications listed above.

It is recommended that you record or print your confirmation page, as this verifies receipt of your on-line application.

You may apply on-line at OCERS website:

For specific information pertaining to this recruitment please contact Sarah Abrahamson at ( or email Do not submit resumes to this email address as they will not be considered in lieu of the required application process.

EMAIL NOTIFICATION

Email is the primary form of notification during the recruitment process. Please ensure your correct email address is included in our application and use only one email account.

NOTE: User accounts are established for one person only and should not be shared with another person. Multiple applications with multiple users may jeopardize your status in the recruitment process for any positions for which you apply.

Candidates will be notified regarding their status as the recruitment proceeds via email through the GovernmentJobs.com site. Please check your email folders, including spam/junk folders, and/or accept emails ending with governmentjobs.com and ocgov.com. If your email address should change, please update your profile at

FREQUENTLY ASKED QUESTIONS

Click here for additional Frequently Asked Questions.

Investment Analyst, Investment Management, Equities Strategies WHAT WE’RE LOOKING FOR: The team is primarily responsible for managing the daily portfolio construction process and related quality assurance of RA’s equity indices and active equity models. The team is also responsible for continuously improving the investment process, collaborating with both equity research and in-house team of software engineers to bring new strategies into production, as well as working with other areas of the firm to support RA’s investment operations. ROLES & RESPONSIBILITIES: Primary responsibilities include assisting in all parts of the portfolio construction and review process to ensure portfolios align with investment objectives and RA’s investment standards. Conduct rigorous quality control checks with in-depth understanding of investment strategies and a keen eye for proactively identifying and resolving potential issues. Resolve complex corporate actions and other portfolio construction related issues that require excellent problem-solving skills. Derive actionable insights. Stay abreast of industry trends and market developments that may impact investment strategies, sharing relevant insights with the team. Assist with supporting client related requests, promptly addressing inquiries. EDUCATION & EXPERIENCE: Entry Level - 4 Years Experience Proficiency with Microsoft Excel required. Acute attention to detail and deep curiosity for markets and data required. Strong verbal and written communication skills required. Degree in Business/Economics, or Mathematics/Statistics/Engineering preferred. Proficiency in Python preferred. SALARY & BENEFITS: Salary Range: $70,000 - $115,000 + eligible for a discretionary bonus. Base pay will be determined on an individual basis considering such factors as location, qualifications, skills, and experience. The base pay range is subject to change and may be modified in the future. Benefits including, but not limited to: Comprehensive Medical, Dental and Vision Plans, 401K Match, Flexible PTO, Paid Holiday Schedule, and Tuition Reimbursement. ABOUT RESEARCH AFFILIATES: We believe that a positive corporate culture is vital to our success. We place great value on collaboration, curiosity, responsibility, and authenticity. In our hiring process, we seek individuals who embrace these values. The result is a friendly, respectful, and collegial workplace where diversity is embraced, strong opinions are loosely held, and disagreements do not become personal. RA provides equal employment opportunities to all applicants and employees. The Company makes all employment decisions based on merit, qualifications and competence. Equal employment opportunity is the law, and discrimination is also inconsistent with RA’s core values. #J-18808-Ljbffr

Join to apply for the Vice President, Investment Banking role at MarshBerry

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Join to apply for the Vice President, Investment Banking role at MarshBerry

MarshBerry is growing! We are seeking a Vice President to join our team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.

Position Summary:

MarshBerry is currently seeking a Vice President for our Investment Banking & Consulting Team in either our Woodmere OH, Grand Rapids MI, Dana Point CA, or Plano TX office. The Vice President is responsible for leading transaction teams, conducting hands-on analysis, driving growth, and ensuring MarshBerry services are delivered effectively and efficiently. The Vice President is responsible for the fulfilment and origination of merger and acquisition advisory, business valuation, due diligence, and financial consulting projects. This includes: negotiation, structure, terms and conditions, completion and oversight of the day to day functions with the internal team members as a transaction or project moves through its cycle of introduction to closing. The Vice President will aid in the planning, formulating, and implementation of team goals and objectives and ensuring the completion of such.

Responsibilities:

• Serve as client-facing lead on merger and acquisition projects and financial consulting projects, developing strategy and implementation of client deliverables and maintaining the client relationship to ensure successful project execution.
• Manage both sell-side and buy-side M&A advisory engagements, including financial analysis and modeling, due diligence, identifying and contacting potential buyers or sellers, deal structuring and negotiations, oversight of the day-to-day deal process, and ultimately lead to a successful closing of transaction.
• Recognize opportunities for growth and implement strategies that will enhance client satisfaction, company market share, revenue growth and profitability. Fully develop and utilize the company’s capabilities and position the company as a strategic partner.
• Seek and coordinate new business development activities in current product line and opportunities for new services through active relationship building techniques. Coordinate approach with other business unit leaders, field and respond to new business inquiries, develop marketing strategies, and assist with external and internal branding execution.
• Manage existing relationships with clients, vendors and other business unit leaders to ensure client retention. Provide high level of service to clients and proactively provide additional consulting solutions.
• Research, write, and structure client ready work.
• Conduct quality review of project components, developing timelines and ensuring that they are met.
• Identify issues affecting clients/prospects and develop strategies to effectively resolve these issues. Lead team to resolve problems identified and proactively find solutions for clients.
• Direct and coach team members; manage and establish priorities, direct workflow, provide consistent and constructive feedback, monitor progress, identify training and resource needs, recommend promotions and terminations, and complete and perform performance management reviews for direct reports.
• Publish articles on transaction advisory, diligence, financial consulting, valuation, and other topics affecting the insurance distribution system.
• Stay abreast of industry trends and changes, incorporating best practices in the development of services, deliverables, quality standards, policies, and programs.
• Cultivate and maintain effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services.
• Other special projects, tasks or duties as assigned.

Selection Criteria

Education & Experience:

• Bachelor’s degree in Finance, Accounting or Business Management. Master’s degree and/or Juris Doctor is a plus.
• Additional Professional Designations or Certifications desired, such as, CPA, CVA, CPCU and/or AM&AA.
• 6-10+ years of related experience in investment banking, transaction advisory, corporate development, law, assurance services, financial consulting, or financial services.
• Proven experience in leading work teams to achieve and exceed division goals and objectives.
• Demonstrated industry business acumen; ability to grasp new business concepts and issues.
• Proficient with technology; Microsoft Word, Excel and Power Point.
• This position will also require passing of required licensing exams to become a registered representative of our affiliated broker dealer within a short time period after hire.

Other:

• Analytical, proactive problem solving skills: techniques to identify and resolve issues in a timely manner, gathers and analyzes information skillfully.
• Strong communication skills; both written and verbal with demonstrated creativity with regard to work.
• Ability to travel up to 40% of the time; includes overnight and limited weekend travel.
• Ability to work flexible and/or extended hours as needed.

Working at MarshBerry

Who We Are:

MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all.

What We Do:

MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

It’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has recently been awarded the following:

• Crain’s Best Employers in Ohio
• The Nation’s Best and Brightest in Wellness
• North Coast 99
• Top Work Places - The Plain Dealer
• Weatherhead 100
• West Michigan’s Best and Brightest Companies to Work for

To learn more about MarshBerry, visit

We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

• Seniority level Not Applicable

• Employment type Full-time

• Job function Finance
• Industries Investment Banking

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Dana Point, CA $140,000.00-$200,000.00 2 weeks ago

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2 days ago Be among the first 25 applicants

This range is provided by Selby Jennings. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$140,000.00/yr - $00,000.00/yr

Direct message the job poster from Selby Jennings

Vice President - Financial Advisory (Specialty Insurance Distribution)
Location: Dana Point, CA

A leading financial advisory firm is seeking a Vice President to join its M&A and consulting team, focusing on clients in the Specialty Insurance Distribution space (e.g., MGAs, MGUs, Program Managers, InsurTech). This role involves leading transaction teams, managing client relationships, and overseeing M&A advisory, valuation, due diligence, and financial consulting projects from initiation to close.

Vice President - Financial Advisory (Specialty Insurance Distribution)
Location: Dana Point, CA

A leading financial advisory firm is seeking a Vice President to join its M&A and consulting team, focusing on clients in the Specialty Insurance Distribution space (e.g., MGAs, MGUs, Program Managers, InsurTech). This role involves leading transaction teams, managing client relationships, and overseeing M&A advisory, valuation, due diligence, and financial consulting projects from initiation to close.

• Lead client engagements for M&A and financial consulting projects.
• Manage buy-side and sell-side deal processes, including financial modeling, due diligence, and negotiations.
• Identify growth opportunities and contribute to business development.
• Mentor team members and oversee project execution.
• Maintain industry knowledge and publish thought leadership content.
  
  

• Bachelor's in Finance, Accounting, or Business (advanced degrees/certifications like CPA, CVA, AM&AA preferred).
• 6-10+ years in investment banking, corporate development, or financial consulting.
• Strong leadership, analytical, and communication skills.
• Willingness to travel up to 40%.
  
  

The firm provides strategic consulting and M&A advisory services to insurance and financial services clients. It fosters a collaborative, inclusive culture and has been recognized for its workplace excellence.

• Seniority level Executive

• Employment type Full-time

• Job function Finance
• Industries Investment Banking

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Get notified about new Vice President Investment Banking jobs in Dana Point, CA .

Orange County, CA 180,000 - 250,000 3 days ago

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1 week ago Be among the first 25 applicants

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Endeavor ( is a commercial real estate and PropTech talent agency providing high touch recruitment services throughout major US cities. Endeavor has partnered with a well-capitalized, growing commercial real estate private equity firm with a national portfolio of commercial and multifamily assets

The Senior Analyst, Asset Management, will work directly with the Investment Directors to manage a portfolio of multifamily & commercial assets. This position is responsible for analyzing market trends, conducting research, and developing investment strategies that align with the business plan objectives.

Job Responsibilities:

• Assisting in the maximization of asset values and NOI, which includes understanding asset position relative to market, asset specific restraints, executing on property and portfolio specific value add strategies and implementation thereof.
• Partner with internal Operations, Finance, Construction, Investor Relations and 3rd party Property Management to prepare, execute and monitor monthly financial performance in relationship to the budgets and business plans for each property.
• Develop and maintain a strong understanding of local markets (competition, supply pipeline, and demand drivers)
• Ensure assets are adhering to all regulatory requirements and internally imposed operating restrictions to further sustainability measures.
• Review capital expenditure budgets and projects and monitor their monthly progress by acting as the liaison between Asset Management and 3rd party vendors.

Qualifications & Competencies:

• Bachelors degree in business, finance or related field.
• Minimum 2 years of experience in financial analysis or business analytics, real estate industry required and experience with value-add multifamily and commercial properties.
• Skilled in working across heavily matrixed organizations, which requires significant influencing and collaboration skills.
• Experience with Argus required.
• Ability to travel as necessitated.
• Ability to work in the Irvine, CA office 5 days a week.

Medical, dental, vision, life and disability insurance coverage. Holiday pay (currently observe 11 holidays per year). 16 days per year of paid time off. 401k access with company contribution matching.

• Seniority level Associate

• Employment type Full-time

• Job function Finance, General Business, and Other

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Newport Beach, CA $140,000 - $60,000 1 day ago

Orange County, CA 75,000 - 96,000 2 days ago

San Juan Capistrano, CA 85,000 - 95,000 3 weeks ago

Newport Beach, CA 205,000 - 240,000 6 days ago

City of Industry, CA 20 - 22 3 weeks ago

City of Industry, CA 20 - 22 3 weeks ago

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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 Director, Investment Accounting & Reporting - Fixed Income to join our Investment Accounting Team in Newport Beach, CA. This role is hybrid. We believe in empowering our employees to get work done both in and out of the office. As a Director, Investment Accounting & Reporting, you’ll move Pacific Life and your career forward by effectively leading a team of accountants that handles the accounting & reporting for a large securities portfolio. You will fill an existing role that sits on a team of 70 people in the Investment Accounting division. Your colleagues will include fellow investment accounting professionals. How you’ll help move us forward: Ensure timely & quality reporting deliverables are produced Cultivating talent - recruiting, coaching, developing, and retaining high performing talent Driving continuous improvement Implementation of new GAAP & STAT accounting guidance Collaborating across Pacific Life Investments to support new investment strategies The experience you bring: 10 years experience in professional accounting Subject matter expertise in fixed income and investment accounting in an insurance company setting 2+ years management experience 4-year degree or equivalent experience Continuous improvement mindset, collaborative and inclusive What makes you stand out: ePAM experience Business Objects reporting tool experience You can be who you are. People come first here. We’re committed to a diverse, equitable and inclusive workforce. Learn more about how we create a welcoming work environment through Diversity, Equity, and Inclusion at What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife. 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. $163,620.00 - $199,980.00 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. #J-18808-Ljbffr

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. RSM is looking for an Assurance Manager to join our team with a focus on serving clients of foreign origin in our Foreign Investment Practice clients. We're seeking an individual with profound business expertise coupled with strong cultural ties to France or Germany. In this role, you will harness your cultural insight and business acumen to deliver innovative solutions to foreign-owned companies on a global scale. Responsibilities: Provide timely , high quality client service that meets or exceeds client expectations including coordinating the auditing of all required financial statements, related disclosures, and other client deliverables Understand and utilize RSM's Audit Methodology Manage multiple engagement teams and prepare end-of-engagement evaluations for staff Understand skillsets and capabilities of Senior Associates and Supervisors and monitor and review work product that they prepare and report on performance while articulating coaching notes throughout the process Supervise Audit Seniors and Supervisors on engagement teams and function as an in-charge facilitating field work by monitoring and reporting regarding productivity and adherence to work plan schedules on each assignment Maintain contact with clients throughout the year to understand impact of significant developments in client's business and assess impact on current year audit engagements Develop others within the Firm through facilitating levels based or industry training, advising on career development or participating in other Firm initiatives Subscribe to and actively read industry publications and share relevant information with clients as considered applicable Anticipate and address client concerns and escalate issues as they arise Understand RSM's lines of businesses, availability of services and where applicable, discuss with client management of opportunities to make valuable introductions to others in the firm Develop a strategy to utilize relationships external to the firm with different types of Centers of Influence to effectuate business growth Manage profitability of projects Identify and communicate accounting and auditing matters to Senior Managers and Partners Identify performance improvement opportunities Ensure professional development through ongoing e ducation Keep abreast of latest developments as they affect accounting standard (US GAAP, IFRS, other local GAAPs) and the Firm's standards and policies Willingness to travel 25% of the year nationally and abroad, depending on client's needs Required Qualifications: BS/BA Degree in Accounting or equivalent degree (US or abroad) CPA or CA Certification 5+ years of current or recent experience in a public accounting environment Deep understanding of the culture and business practices in France or Germany Fluent in French or German, to include but not limited to speaking, writing and reading Proven track record of managing relationships with foreign-owned companies with significant operations in North America Experience leading teams and mentoring junior staff Understanding of audit services with knowledge of multi ple accounting standards (US GAAP or IFRS) and auditing standards (US GAAS or ISA) A proven record of building profitable, sustainable client relationships Minimum of 4 years of team lead or in-charge experience overseeing staff on multiple engagements Preferred Qualifications: A successful record of directing and deploying staff and senior associates on multiple, simultaneous engagement At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.Learn more about our total rewards at . All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status ; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at or send us an email at RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $89,800 - $170,500 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance. #J-18808-Ljbffr

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. Its a big ask, but its 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 its the right thing to do. Pacific Life is more than a job, its a career with purpose. Its a career where you have the support, balance, and resources to make a positive impact on the future including your own.

Were 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 teams 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. Were committed to an inclusive workforce. Learn more about how we create a welcoming work environment at Whats life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.

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Base Pay Range:

The base pay range noted represents the companys 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 were 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, weve 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.