Mutual Fund/Investment Compliance Analyst

🌍 Remote, USA 🎯 Full-time 🕐 Posted Recently

Job Description

Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. They are seeking a Mutual Fund/Investment Compliance Analyst to support legal requirements for mutual funds and investment advisers. The role involves preparing legal regulatory filings, providing analysis, and assisting with board materials. Responsibilities 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 Skills 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 Ability to work under deadlines in a cyclical stress environment Team orientation while also exhibiting independence professional work ethic requiring minimal supervision Benefits 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 Company Overview Pacific Life Insurance is an insurance company that provides life insurance products, annuities, and mutual funds. It was founded in 1868, and is headquartered in Newport Beach, California, USA, with a workforce of 1001-5000 employees. Its website is

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