Pacific Life
Senior Collateral Management Analyst
Pacific Life - Newport Beach, California, us, 92659
Work at Pacific Life
Overview
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Overview
Job Description:
Providing for loved ones, planning rewarding retirements, and saving enough for the future—our policyholders rely on us to be there when it matters most. At Pacific Life, we collaborate and innovate to transform not just our company but the entire industry. We offer more than a job; we offer a career with purpose, support, balance, and resources to make a positive impact on the future—including your own.
We are actively seeking a talented
Sr. Collateral Management Analyst
to join our
Collateral Operations Team
in
Newport Beach, CA . As a
Sr. Collateral Management Analyst , you will play a key role in Pacific Life's growth by providing full operational coverage to Traders and Portfolio Managers trading Derivatives. You will be part of a team of 5 within the Pacific Life Investment Division. Responsibilities include: Reviewing and validating daily collateral management processes with counterparties, Accounting, Treasury, and Portfolio Managers to ensure accurate and timely settlements. Interacting with colleagues, custodian banks, external parties, and internal departments (Accounting, Audit, Treasury, Compliance, Law, and Enterprise Risk Management) to ensure timely settlement of cash flows. Gaining comprehensive knowledge of OTC and Exchange traded derivatives, including execution methods and collateralization. Reviewing and resolving valuation discrepancies within deadlines. Developing knowledge of Uncleared Margin Rules (UMR). Working both independently and as part of a team to meet deadlines and manage multiple priorities. Applying best practices to improve products and services. Qualifications: Minimum 3 years of experience in investment operations, middle office, derivatives, collateral, or investment banking. College degree in finance, accounting, or related field preferred. Understanding of investment operations, regulations, trading workflows, and relevant systems. CFA/CAIA/MBA is a plus but not required. Experience supporting trading and portfolio management across derivatives. Ability to resolve complex issues with minimal supervision. Attention to detail, accuracy, and initiative for process improvements. Strong research, problem-solving, and legal document familiarity. Preferred Skills: Knowledge of collateral optimization and complex derivatives, including Bilateral OTC, Cleared, and Exchange-traded products. Familiarity with systems like Excel, Calypso, ePam, AcadiaSoft, Bloomberg, and TriResolve. We value authenticity and diversity. Learn more about our commitment to creating an inclusive environment at
www.pacificlife.com . Benefits: Benefits start Day 1, including: Medical, Dental, Vision, and Wellbeing Reimbursement Accounts. Generous paid time off, holidays, and financial planning leave. Paid Parental Leave and Adoption Assistance. Competitive 401(k) with company match and additional contributions. Compensation: Base Pay Range: $48.33 - $59.07 per hour, depending on experience and location. Incentive pay may also be available. EEO Statement: Pacific Life is an Equal Opportunity/Affirmative Action Employer. Qualified individuals with disabilities or veterans may request accommodations by contacting Human Resources.
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Sr. Collateral Management Analyst
to join our
Collateral Operations Team
in
Newport Beach, CA . As a
Sr. Collateral Management Analyst , you will play a key role in Pacific Life's growth by providing full operational coverage to Traders and Portfolio Managers trading Derivatives. You will be part of a team of 5 within the Pacific Life Investment Division. Responsibilities include: Reviewing and validating daily collateral management processes with counterparties, Accounting, Treasury, and Portfolio Managers to ensure accurate and timely settlements. Interacting with colleagues, custodian banks, external parties, and internal departments (Accounting, Audit, Treasury, Compliance, Law, and Enterprise Risk Management) to ensure timely settlement of cash flows. Gaining comprehensive knowledge of OTC and Exchange traded derivatives, including execution methods and collateralization. Reviewing and resolving valuation discrepancies within deadlines. Developing knowledge of Uncleared Margin Rules (UMR). Working both independently and as part of a team to meet deadlines and manage multiple priorities. Applying best practices to improve products and services. Qualifications: Minimum 3 years of experience in investment operations, middle office, derivatives, collateral, or investment banking. College degree in finance, accounting, or related field preferred. Understanding of investment operations, regulations, trading workflows, and relevant systems. CFA/CAIA/MBA is a plus but not required. Experience supporting trading and portfolio management across derivatives. Ability to resolve complex issues with minimal supervision. Attention to detail, accuracy, and initiative for process improvements. Strong research, problem-solving, and legal document familiarity. Preferred Skills: Knowledge of collateral optimization and complex derivatives, including Bilateral OTC, Cleared, and Exchange-traded products. Familiarity with systems like Excel, Calypso, ePam, AcadiaSoft, Bloomberg, and TriResolve. We value authenticity and diversity. Learn more about our commitment to creating an inclusive environment at
www.pacificlife.com . Benefits: Benefits start Day 1, including: Medical, Dental, Vision, and Wellbeing Reimbursement Accounts. Generous paid time off, holidays, and financial planning leave. Paid Parental Leave and Adoption Assistance. Competitive 401(k) with company match and additional contributions. Compensation: Base Pay Range: $48.33 - $59.07 per hour, depending on experience and location. Incentive pay may also be available. EEO Statement: Pacific Life is an Equal Opportunity/Affirmative Action Employer. Qualified individuals with disabilities or veterans may request accommodations by contacting Human Resources.
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