Mutual Fund/Investment Compliance Analyst
Pacific Life
full-time
Posted on:
Location Type: Hybrid
Location: Newport Beach • California • New York • United States
Visit company websiteExplore more
Salary
💰 $34 - $41 per hour
Job Level
About the role
- 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
Requirements
- 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
Benefits
- 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.
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
legal regulatory filingsanalysisproofreading
Soft Skills
attention to detailorganizational skillstime managementpeople skills
Certifications
4-year degree