Director Fundamental Research

Bachelor’s degree required, advanced degree, CFA, FRM, CAIA and/or Ph.D. preferred.
At least 7-10 years of investment industry experience on investment research, asset allocation and/or multi-asset portfolio management, preferably with a demonstrable strong track record.
In-depth knowledge on global macroeconomics, Fed policies, fixed income, other asset classes such as equities and alternatives, common asset allocation techniques, and risk management.
Capable of conducting independent and industry-leading research on global macroeconomics and financial markets based on important industrial and academic research, and capable of coding in Python to build sophisticated analysis and models.
Familiarity with 40-Act strategies such as mutual funds, annuities, and ETFs.
Good presentation skills and an ability to clearly and succinctly explain complex concepts to various groups.

Drive global macroeconomics research and market fundamental research efforts to generate investment views for a broad array of equity and fixed income asset classes in which PLFA invests across the Pacific Select Fund and the Aristotle Funds.
Act as a regional portfolio manager on fixed income while also providing expertise on all asset classes within PLFA-managed portfolios.
Proactively develop investment views by identifying economic growth trends, Fed policies and market themes, monitor geopolitical and market events, articulate and defend investment views to the Investment Committee, maintain oversight and adapt views as necessary.
Implement investment views via proper investment positioning to achieve outperformance against benchmarks with reasonable risk loadings.
Collaborate with Marketing, Legal and Compliance teams on various initiatives related to running a mutual fund platform, such as creating market commentaries, reviewing prospectuses, and regulatory discussions.