Sr Alternative Investments Operations Analyst I
Pacific Asset Management, LLC
Job Description: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 Sr Alternative Investments Operations Analyst I to join our Fixed Income Ops team, which provides full Operational, Middle Office support to Portfolio Management, Credit Analysis and Pension Risk Transfer teams. This role will be based in Charlotte, NC.As a Sr Alternative Investments Operations Analyst I, you’ll play a key role in Pacific Life’s growth and long-term success by contributing to the efficient handling of complex Private Placement and Alternative investments activity, including but not limited to the timely capture of Security Master and Trade data. You will fill a role that sits on a team of currently 12 people in the Pacific Life Investment division.How you’ll help move us forward:Own operational execution for private investments across the full lifecycle—from trade capture through closing, funding, and settlementDrive deal readiness by aligning legal, counterparties, and internal teams to support efficient and controlled closingsServe as a key coordinator across custodians, trustees, managers, and internal stakeholders to keep transactions progressingOversee funding activity and related cash movements with a focus on accuracy and timelinessMaintain integrity of instrument data across systems, including key terms and cash flow structuresLead onboarding of new investments and relationships to ensure seamless integration into established workflowsResolve breaks using structured analysis while identifying opportunities to improve efficiency and scalabilityPartner with front office and control functions to strengthen processes and support a disciplined operating environmentThe experience you bring:5+ years of fixed income experience within investment operations or middle office roles in asset management, hedge funds, alternative investments, or investment bankingBachelor’s degree in Finance, Accounting, or equivalent relevant experienceDirect experience supporting private or less liquid assets, with a strong understanding of transaction lifecycles and closing mechanicsAbility to interpret deal documentation and translate it into accurate operational executionAnalytical mindset with a demonstrated ability to troubleshoot complex issues and navigate ambiguityStrong communicator with the ability to engage effectively across legal, investment, and operational stakeholdersHighly organized and self-directed, able to manage multiple priorities in a fast-paced environmentProficiency with industry tools including Bloomberg, Excel, Business Objects, Power BI, ePAM, and the MS Office Suite, with the ability to partner effectively with technology teamsWhat makes you stand out:Knowledge of Note Purchase agreements, Credit Agreements and other standard legal docsFamiliarity with Private Placement re-registration processPrior involvement with coordinating Asset Transfers, Free Receipts and Free DeliveriesProficiency with Nexen, Bloomberg AIM, Excel, ePAM, SQL, Power BI, Power AutomateYou can be who you are.People come first here. We’re committed to an inclusive workforce. Learn more about how we create a welcoming work environment at What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.#LI-AJ1Base 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.$45.05 - $55.06Your Benefits Start Day 1Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependentsGenerous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time OffPaid Parental Leave as well as an Adoption Assistance ProgramCompetitive 401k savings plan with company match and an additional contribution regardless of participationYou Can Be Who You AreWe 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.What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlifeEEO Statement:Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company. #J-18808-Ljbffr Pacific Asset Management, LLC
- Ameriprise Financial in Charlotte, NC is seeking an in-office Operations Associate to independently process, reconcile, and balance Alternative Investments transactions with accuracy and timeliness. You will collaborate with internal and external partners to research issues...SeniorWork at office
- What We Offer The Investment Analyst Sr (Private Markets) is an experienced investment professional. The Analyst is responsible for monitoring... ...process of earning CFA designation, preferred. Chartered Alternative Investment Analyst - possess or actively be in the process...Senior
$45.05 - $55.06 per hour
Job Summary We are looking for a Sr Private Placement Ops Analyst I to join our Fixed Income Ops team in Charlotte, NC. The role supports operational, middle office functions for Portfolio... ...operational execution for private investments across the full lifecycle, from trade...SeniorHourly pay- ...Senior Investment AnalystNovant Health is seeking a Senior Investment Analyst to join us! The Investment Analyst Senior position is... ...Equities, Fixed Income and Liquid Alternatives). This role researches and... ...decisions. The Investment Analyst Sr actively participates in...Senior
$82k - $123k
Petrafundsgroup in Charlotte, North Carolina, seeks a highly organized professional for their Investment Operations team. The successful candidate will manage multiple deals in a fast-paced environment, ensuring timely information flow among teams. The role requires 2-5...Senior$126k - $180k
...first approach. To learn more, please visit: NFP. Summary We are seeking a qualified professional for the position of Senior Investment Analyst. This role acts as a key member of the investment team, serving as an investment subject matter expert, primarily focused on...SeniorWork at office$82k - $123k
...rapidly growing Global Private Markets firm who provides customized investment and advisory solutions to some of the most sophisticated... ...motivated and highly organized professional to join their Investment Operations team supporting Private Equity transaction execution. The role...SeniorWork at officeImmediate startFlexible hoursShift work- Nuveen, a TIAA company, seeks a Product Manager, Alternatives to lead end-to-end development and launch of alternative investment products for the Defined Contribution channel, including proprietary and partner-based solutions. You will work with Retirement Product, distribution...Senior
- ...Role: Senior Investment Operations Analyst in the Fixed Income Investment Operations team. Responsibilities: Manage post-trade activities such as trade validation, allocations, confirmations, and settlement for public fixed income securities. Review trade confirmations...
- ...performance and/or regulatory/SEC requirements. Support development of alternative forecasting methods via models and business tools as a way to... ...as Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) Knowledge of financial industry business practices...SeniorFull timePart timeWork at officeFlexible hoursShift workDay shift
$100k
Compensation: To $100K.Job Overview - Senior Financial Analyst - 34427Our client is seeking a Senior Financial Analyst to support financial reporting and accounting operations for key business partners. This role will own accounting activities, support month-end close,...SeniorLocal areaRelocation$62k - $81k
...OCIO Operations AnalystLevel: 3-5 years of financial operations experienceLocation... ...an OCIO Operations Analyst, you will be responsible for... ...teams. In addition to the investment operations support, this... ...valuation and proxy pricing for alternative asset classesWork on process...Remote workFlexible hours- ...Sr Finance AnalystAs a Sr Finance Analyst here at Brady Corp, you will play a critical role in analyzing financial data to support strategic decision... ...that help guide the company's financial planning and operational efficiency.Conduct detailed financial analysis and modeling...Senior
- The Senior Finance Analyst, Corporate Treasury supports the company's global treasury activities... ...management, intercompany funding, net investment hedging, banking relationships, and... ...our Honeywell Technologies Accelerator operating system and Honeywell Technologies Forge...SeniorPermanent employmentTemporary workWork at officeFlexible hours
$138k - $223k
...Head of Manager Research/Asset Allocation, the Director, Sr. Investment Research Analyst, is a key leadership role within TIAA Wealth Investment... ...and affiliated investment managers across traditional and alternative asset classes. This role is expected to have an...SeniorWork experience placementWork at officeImmediate startFlexible hours$126k - $180k
NFP, an Aon company, seeks a Senior Investment Analyst in Charlotte, NC. This salaried role is a key member of the investment team, focused on investment analysis and presenting recommendations to clients. The base salary range is $126,000-$180,000, with an annual performance...Senior- NFP, an Aon company, in Charlotte, NC, is seeking a Senior Investment Analyst to serve as a subject matter expert on investment analysis and to communicate recommendations to clients and committees. This salaried role includes an annual performance bonus and opportunities...Senior
- NFP, an Aon company, is seeking a Senior Investment Analyst to join the investment team and act as a subject-matter expert in investment analysis. The role focuses on analysis and delivering recommendations to clients, with an annual performance bonus based on regional...Senior
- ...Overview The Sr. Financial Analyst is responsible for creating, analyzing, and interpreting our data to make informed decisions. This role... ...the Senior Management team with strategic planning, annual operating planning & financial budgeting, and forecasting for our North...SeniorWork experience placement
- ...is seeking a detail-oriented and collaborative Senior Financial Analyst to support Foodbuy LLC. This role is integral to delivering... ...attention to detail. Success in this role requires the ability to operate independently, exercise sound professional judgment, and effectively...SeniorLocal areaFlexible hours
- ...Sr Finance Analyst JELD-WEN is currently seeking a Sr Finance Analyst to join our growing team... ...(FP&A, Legal, Tax, Treasury, Operations), providing significant exposure to senior... ...across the world. What We Offer: Investing in People is one of our Core Values, we...Senior3 days per week
- ...PlacementSalaryUp to $100,000 / yearJoin a Growing Investment Firm Supporting Complex Private Credit... ...industry and gain exposure to fund operations, financial reporting, loan portfolios,... ...understanding of private credit and alternative investments.What You'll DoSupport the...SeniorWork at office
- ...is seeking a detail-oriented and collaborative Senior Financial Analyst to support Foodbuy LLC. This role is integral to delivering... ...attention to detail. Success in this role requires the ability to operate independently, exercise sound professional judgment, and effectively...SeniorLocal areaRemote workFlexible hours
- ...The Senior Commercial Analyst serves as the lead finance business partner to Commercial leadership and provides the financial insight... ...financial logic and aligned with company objectives. The position operates independently, influences key business decisions, and...SeniorContract workVisa sponsorshipWork visa
$90k - $150k
Origin Investments is a dynamic and entrepreneurial real estate investment firm focused on transforming the... ...evaluation of investment structures, financing alternatives, and transaction terms Performing financial, operational, market, and other due diligence required to...Full timeWork at officeLocal areaRemote work$90k - $150k
Origin Investments is a dynamic and entrepreneurial real estate investment firm focused on transforming... ...evaluation of investment structures, financing alternatives, and transaction terms Performing financial, operational, market, and other due diligence required to prepare...Full timeWork at officeLocal areaRemote work- ...executives to store‑level management. Build and maintain strong relationships with field personnel across various locations to support operational and financial goals. Utilize financial and business acumen to act as an internal business partner, communicating effectively...SeniorFull time
$125k - $210k
...impacts to the bank and the global economy.Team Leadership & CollaborationCollaborate with a high‑performing team of economists and analysts, fostering strong analytical rigor, clear communication, and effective challenge.Coordinate economic research and scenario...SeniorFull timeWork at officeFlexible hoursDay shift- ...adequate controls over the financial and regulatory reporting processes. Responsible for running complex business performance, risk and operational analytics. May include the development of analytical methods/models to assess market, credit and/or operational risk of new and...SeniorFull timeTemporary workPart timeWork experience placementLocal area
$125k
...business development, transaction execution and the delivery of investment banking products and services to clients and prospects.... ...training and mentorship to summer interns and less experienced Analysts. Responsibilities Include But May Not Be Limited To Perform...SeniorTemporary workSummer internship
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Sr Alternative Investments Operations Analyst I. Be the first to apply!
- investment officer Charlotte, NC
- senior investment analyst Charlotte, NC
- investment specialist Charlotte, NC
- portfolio analyst Charlotte, NC
- investment analyst Charlotte, NC
- investment banking analyst Charlotte, NC
- srs distribution Charlotte, NC
- senior operations coordinator Charlotte, NC
- senior associate architect Charlotte, NC
- senior dynamics crm developer Charlotte, NC

