At a Glance
- Tasks: Support portfolio construction and risk management while collaborating with industry experts.
- Company: Join Pacific Life, a purpose-driven company transforming the financial industry.
- Benefits: Health coverage, generous paid time off, 401k match, and parental leave.
- Other info: Diverse and inclusive culture that supports your personal and professional growth.
- Why this job: Make a real impact on investment strategies and grow your career in finance.
- Qualifications: 5 years in portfolio management or related fields; strong analytical skills required.
The predicted salary is between 54000 - 66000 £ per year.
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 Junior Portfolio Manager to join our Investment Grade Fixed Income team in Newport Beach, CA. As a Junior Portfolio Manager, you'll move Pacific Life, and your career, forward by playing a key role in supporting portfolio construction, risk monitoring, and investment idea generation within our Investment Grade Portfolio Management Team. Working closely with Portfolio Managers, Traders, and Credit Analysts, you'll contribute to investment decisions through relative value analysis and the synthesis of fundamental credit views into portfolio positioning and security selection.
How you'll help move us forward:
- Assist Portfolio Managers in portfolio construction, positioning, and risk management by analyzing and monitoring portfolio exposures, evaluating relative value opportunities and recommending trade or optimization ideas.
- Evaluate issuer, sector and market developments across investment grade credit markets and communicate actionable insights to support investment decisions and portfolio strategy.
- Support Senior Portfolio Managers in evaluating issuer-specific risks and opportunities by collaborating with Credit Analysts and contributing to the synthesis of fundamental credit views into actionable portfolio positioning.
- Support Senior Portfolio Managers and Traders in implementing investment decisions by monitoring trade execution, evaluating the impact of transactions on investment targets, portfolio positioning, and credit exposures, and maintaining key portfolio metrics to assess trading activity and portfolio outcomes.
- Partner with the Quantitative and Data Science Analyst, Investment Accounting and Operations to ensure investment data, portfolio analytics, and portfolio management tools are accurate, reliable and aligned with the needs of the Portfolio Management team.
- Present and communicate ideas, portfolio insights, and market observations to Portfolio Managers, Traders, and Credit Analysts to support portfolio strategy and investment decision making.
The experience you bring:
- Minimum of 5 years of experience portfolio management, trading, risk management, or a related analytical role within capital markets.
- Strong understanding of fixed income markets, portfolio construction principles, mathematical and statistical principals, and risk management concepts.
- Experience supporting portfolio management activities through market analysis, portfolio monitoring, risk assessment, and investment implementation.
- Excellent communication skills, with the ability to clearly present investment views, portfolio insights and market developments across the organization.
- Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environment.
- Bachelor's degree in Finance, Mathematics, Economics, or a related field; advanced degree or CFA designation or progress toward the CFA is preferred.
What makes you stand out:
- Direct experience within the investment grade credit market.
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. $152,010.00 - $185,790.00
Your Benefits Start Day 1:
- 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.
Junior Portfolio Manager employer: pacificlife
Pacific Life is an exceptional employer that fosters a collaborative and dynamic work environment, particularly for the Director of Life Pricing & Actuarial Strategy role. With a strong emphasis on employee growth and leadership opportunities, this position not only supports relocation but also encourages innovation in product development within the life insurance sector. Join us to be part of a team that values your contributions and offers a fast-paced atmosphere where your expertise can truly make a difference.
StudySmarter Expert Advice🤫
We think this is how you could land Junior Portfolio Manager
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like pacificlife. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Junior Portfolio Manager
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to pacificlife.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on pacificlife's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at pacificlife
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with pacificlife.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at pacificlife will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former pacificlife employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
