Director Portfolio Strategy

Bachelor’s degree in Finance, Accounting, Economics, or a related field with 10+ years of experience in investments or an investment-related field
Proficient in Microsoft Office (Excel, Word, PowerPoint, Outlook)
Solid foundation in financial markets and a wide range of asset types including bonds, structured finance, mortgage loans, and private equities
Strong analytical skills including the ability to understand and explain datasets and make sense of disparate, sometimes contradictory datapoints in order to provide thoughtful solutions
3+ years of experience in managing and developing a high-performing team
Strong communication and interpersonal skills, able to interact productively with teams with competing priorities
Demonstrated ability making strategic business and investment decisions and providing clear direction
Ability to work in a fast-paced, dynamic environment and manage multiple priorities

Oversee the weekly consolidation of Pacific Life’s general account investment portfolio needs and assess and recommend investment volume requirements to the VP of Portfolio Strategy and assess
Lead the analysis and reporting of PLI’s asset strategy and investment performance including the production of the Monthly Investment Activity Report and the production of regular reports PLI/CIO needs to deliver
Monitor and affirm daily investment activities including portfolio turnover activity or other investment strategies. Direct the evaluation of investment guideline compliance of new investments for PLRE funded reinsurance transactions
Lead and manage the Portfolio Strategy Team by fostering a culture of accountability, innovation, and excellence
Monitor projected cash flows and cash positions across various accounts and entities to facilitate the formulation of value-add investment strategies
Oversee the completion all necessary Assets-in-Kind (AIK) analysis for both US PRT and PLRE businesses, and lead the collaboration among different areas to ensure smooth settlements of AIK assets in the case of a win
Collaborate closely with ALM, Investment & Product Solutions, Operations, Investment Accounting, and Treasury teams, enabling alignment with our partners and communicating PLI’s activities and strategies. Recommend and facilitate necessary inter-portfolio asset transfers.

Strong knowledge of life insurance company liabilities (including annuities and institutional products)
CFA or FSA designation
Proficient in Bloomberg, Power BI, Power Query, VBA, and Python