Mutual Fund/Investment Compliance Analyst
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. They are seeking a Mutual Fund/Investment Compliance Analyst to support legal requirements for mutual funds and investment advisers. The role involves preparing legal regulatory filings, providing analysis, and assisting with board materials.
Responsibilities
- 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
Skills
- 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
- 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
Benefits
- 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
Company Overview