Credit Analysis Manager
Pacific Asset Management, LLC
Credit Analysis Manager page is loaded## Credit Analysis Managerlocations: Newport Beach CA-700time type: Full timeposted on: Posted Todayjob requisition id: R16188**Job Description:**We’re actively seeking a talented **Credit Analysis Manager** to join our Private Placement Investment team in Newport Beach, CA. As a Private Placement Credit Analysis Manager, you will play a key role in Pacific Life’s growth and long-term success by supporting our team in conducting fundamental research on privately placed fixed income opportunities for inclusion in the company’s General Account. Responsibilities include reviewing financial and legal documents and analyzing investment merits as well as industry dynamics and trends as the basis for making investment recommendations. You will fill a role on the Private Placement Corporate Team, which currently consists of four investment professionals within the broader Pacific Life Investment department. In addition, you will interact with other credit analysts and portfolio managers. The Corporate Private Placement team manages a portfolio of approximately $17B.**How you’ll help move us forward:*** As a generalist, conduct fundamental credit research and analysis for new investment grade investment opportunities* Make investment recommendations that meet the needs of the portfolio* Analyze financial models and help to conduct sensitivity analysis* Assist in deal tracking and documentation* Actively monitor existing portfolio investments and assets* Develop and maintain relationships with external parties including investment banks, other investors and rating agencies; interact with various groups internally* Grow and advance under the direction of more senior investment professionals to further progress knowledge and skills* Additional duties as requested **The experience you bring:*** 5+ years investment experience and fundamental credit analysis (private placement experience preferred)* Experience underwriting, recommending, and presenting transactions* Bachelor's degree required, MBA/CFA desirable* Ability to successfully manage multiple assignments simultaneously with high attention to detail* Strong verbal and written communication skills* Excel proficiency **What makes you stand out:*** Passion for career in investments and intellectual curiosity to delve into company-specific and industry topics* Risk appetite in alignment with the Team’s philosophy* Big-picture thinker, team player, and excels working independently and managing ambiguity**You 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 Instagram.com/lifeatpacificlife. #LI-AJ1**Base 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.$152,010.00 - $185,790.00**Your Benefits Start Day 1**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. 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 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**You Can Be Who You Are**We 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.Instagram.com/lifeatpacificlife**EEO 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.*At Pacific Life, we believe that success comes down to our people. That’s why we’re committed to embracing a flexible, diverse, and inclusive workplace where you can be your best self and do your best work. Our people-first culture creates a sense of belonging and prioritizes employee wellbeing, empowering you to achieve your full potential through our holistic health benefits, flexible working options, and a vibrant community of people working towards a shared purpose. You can connect with colleagues through employee connections groups, sharing your passions, interests, and ideas. Learn more about our . #J-18808-Ljbffr Pacific Asset Management, LLC
- A financial institution in Newport Beach is seeking a Portfolio Banker responsible for credit analysis and portfolio management with a focus on law firms. The role requires a Bachelor's degree and 5-10 years of experience in credit analysis or portfolio management. The...Suggested
- A financial services company in Newport Beach, CA, seeks an experienced Credit Analysis Manager to conduct fundamental research and analysis for private placement investments. This role involves making investment recommendations, reviewing financial documents, and managing...Suggested
- BMO is looking for a Credit Analyst in Irvine, California, to analyze credit information supporting lending decisions for Commercial... ...Bachelor’s degree in a related field, and proficiency in financial analysis. Benefits include health insurance, tuition reimbursement, and...Suggested
- ...services company in the United States is searching for a Senior Manager, Dealer Credit Examiner to perform on-site financial reviews of automobile... ...credit experience. This role emphasizes financial analysis, communication skills, and the ability to travel to dealer...Suggested
$126.4k - $267.5k
...learn, grow, and make an impact. Join us! Credit Executive (CE) Overview The Credit... ...in a responsible and profitable manner, managing a portfolio of existing credit relationships... ...loan structures Conduct preliminary analysis to determine viability of loan opportunities...SuggestedWork at officeShift workDay shift$135k - $240k
PIMCO in Newport Beach is seeking a Portfolio Manager to join their opportunistic credit team. This role involves evaluating and managing special situations... ..., requiring over 2 years of experience in credit analysis and investment banking. Candidates should possess strong...$70k - $90k
We are seeking a Credit Analyst to evaluate financial data, assess borrower risk, and support lending decisions within a dynamic banking... ...teams. Qualifications Experience: 2-4 years in credit analysis or commercial banking. Skills Strong understanding of financial...- Senior Credit Analyst page is loaded## Senior Credit Analystlocations: Newport Beach CA-700time type: Full timeposted on: Posted Yesterdayjob... ...ABS effort. Your role will be to help evaluate, underwrite and manage investment opportunities suitable for private securitizations to...Flexible hours
$180k - $240k
Credit Research Analyst, Energy & Emerging Markets page is loaded## Credit Research Analyst... ...recommendations to PIMCO’s Portfolio Managers located in all of our global offices.... ...Ability to contribute to first-hand corporate analysis, including on-site visits, financial...Work experience placementWork at officeLocal areaFlexible hours- ## Public Credit Research AnalystApplylocations: Newport Beach CA-700time type: Full timeposted... ...Analyst** to join our Public Credit Analysis team in Newport Beach, CA. Relocation... ...Public Credit Analysis and Portfolio Management teams to determine the best opportunities...Work at officeRelocation packageFlexible hours
$125k - $200k
...is a majority employee‑owned investment management organization with offices in Los Angeles... ...and client success. What You’ll Do The Credit Analyst will be part of the team that is... ...focus on both fundamental macro and credit analysis and quantitative methodologies to...$125k - $200k
A leading investment management firm is seeking a Credit Analyst to support portfolio managers in various credit strategies. You will conduct fundamental credit research on high-yield bonds and investment-grade corporate bonds. The ideal candidate will have at least 2 years...$70k - $90k
A dynamic banking institution is seeking a Credit Analyst to evaluate financial data and assess borrower risk, supporting lending decisions... .... Candidates should have 2-4 years of experience in credit analysis or commercial banking, and strong analytical skills. The...$184.68k - $225.72k
We are actively seeking a talented Public Credit Research Analyst to join our Public Credit Analysis team in Newport Beach, CA. Relocation assistance may be provided... ...and the Public Credit Analysis and Portfolio Management teams to determine the best opportunities for our...Work at officeRelocation package$135k - $240k
A global investment firm is seeking a Portfolio Manager in Newport Beach to manage opportunistic credit investments. The role involves evaluating public and private corporate debt, performing detailed financial modeling, and communicating investment ideas to senior management...Flexible hours- ...finance professional to support the Commercial Real Estate homebuilder finance business. Responsibilities include financial analysis, credit risk management, and compliance monitoring. Candidates should possess a Bachelor’s degree and 3-5 years' experience in finance. Strong...
$98.35k - $115.7k
...homebuilder finance business, with a focus on underwriting and managing credit exposure for privately held homebuilders and housing capital... .... Primary Responsibilities Perform detailed financial analysis, including spreading financial statements, covenant testing,...Temporary workWork experience placementWork at officeLocal area3 days per week$205k - $240k
Portfolio Manager page is loaded **Portfolio Manager**locationsNewport Beach, CA USA time... ...capital across a range of fixed income and credit opportunities, leveraging our decades of... ...real-world constraints • Perform post-trade analysis including model performance, TCA, and...Flexible hoursShift work$96.5k - $207.5k
...Function The Commercial Senior Portfolio Manager is a key member of the "coverage team," managing... ..., making recommendations on suitable credit structures, pricing, and more. PMs are... ...interpretation. Perform final risk rating analysis. Capture and document credit decisions,...Work at office$96.5k - $207.5k
Fifth Third Bank is seeking a Commercial Senior Portfolio Manager in Costa Mesa, California. In this role, you will manage complex commercial client portfolios, provide credit analysis and recommendations, and serve as a mentor to junior staff. The position requires at...$98.18k - $115.5k
...and discover what you excel at—all from Day One. Job Description The Portfolio Manager partners with Relationship Manager(s) to successfully manage a portfolio of Corporate Banking credit relationships. Grows revenue as directed by senior management by successfully closing...Temporary workWork experience placementLocal area- A leading financial institution seeks a detail-oriented Credit Analyst to join the Credit Department. This position involves conducting credit investigations, preparing financial analyses, and ensuring compliance with lending policies. Applicants should possess a Bachelor...Hourly pay
$76k - $101k
...Business & Middle Market Excellence Awards. We are looking for a Credit Analyst to provide top notch customer service to our clients... ...with loan covenants. Determines cash flow using appropriate tax analysis. Prepares summaries, presents facts, and offers opinions...Work experience placementWork at officeLocal areaFlexible hours- ...leading financial services company in Irvine, CA is seeking a Credit Analyst to deliver exceptional customer service while conducting... ...Bachelor's degree and at least 1 year of experience in credit analysis, with strong communication and decision-making skills. The role...
- Commercial Bank of California in Irvine is seeking a detail-oriented Junior Credit Analyst to support underwriting and portfolio management processes. This role involves conducting credit investigations, preparing financial analyses, and ensuring compliance with loan conditions...
- A leading global investment firm in Newport Beach seeks a Credit Research Analyst to analyze credit opportunities in the Energy sector... ...skills. This role involves communicating with Portfolio Managers and generating investment ideas. The firm offers competitive compensation...
- ...Overview: Job Description - (Data Analyst) Credit Bureau Analyst Location: Onsite -... .../Finance, PL/SQL development, and Data Analysis . The role requires deep hands-on... ...processes. Key Responsibilities Manage end-to-end Credit Bureau Reporting processes...Work at office
$150k - $170k
...hesitate, come and join us! About This Opportunity – Grants Manager The primary line of communication between requesting physicians... ...Qualification Requirements Analytical - Ability to support analysis of diverse information; collects research data; uses results...Work at officeRemote work$89.87k - $155.77k
edkey is hiring a Product Manager for a U.S.-based remote or hybrid role focused on credit score and credit risk analytics products. The successful candidate will lead product strategy and lifecycle, integrating insights from Data Science, Engineering, and Sales, to optimize...Remote workFlexible hours$80k - $100k
...organization where your contributions truly matter. Position: Credit Manager Location: Tustin, CA Employment Type: Full-time,... ...investigations, and actionable insights based on financial statement analysis and external credit intelligence. The Credit Manager plays a...Full timeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Credit Analysis Manager. Be the first to apply!
- analysis manager Newport Beach, CA
- senior manager financial planning & analysis Newport Beach, CA
- data analysis part time Newport Beach, CA
- director business analysis Newport Beach, CA
- credit associate Newport Beach, CA
- credit underwriter Newport Beach, CA
- structured credit Newport Beach, CA
- credit acceptance Newport Beach, CA
- credit specialist Newport Beach, CA
- director of credit Newport Beach, CA

