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Associate Director - Business Development

Company: Wells Fargo
Location: Newport Beach
Posted on: April 4, 2021

Job Description:

Associate Director - Business Development Pacific Asset Management, LLC is a $15bn credit focused asset manager specializing in U.S. corporate, bank loan, high yield, and CLO strategies. Founded in 2007, the firm manages fixed income strategies for both retail and institutional investors. The firm is a wholly owned subsidiary of Pacific Life Insurance Company and based in Newport Beach, CA. We are looking for an investment professional to join our business development team. The Associate Director, Business Development, is an integral part of Pacific Asset Management's institutional business development team. The individual's responsibilities encompass account management, product management, and sales. The role is dynamic and is involved in all the client facing aspects of Pacific Asset Management's institutional business. The successful candidate will have a demonstrated proficiency in U.S. fixed income and the ability to compose written market and product commentaries. While the preference is for this individual to be based in Newport Beach, candidates working remotely may be considered. Position responsibilities

  • Act as a product specialist writing monthly and quarterly portfolio commentaries, attribution analysis, market, and economic updates.
  • Serve as a part of the account management team servicing institutional clients and providing the highest level of service.
  • Supporting the sales process by working with senior team members in prospecting, sourcing, and identifying new business opportunities.
  • Improve the standardization of many workflows and tasks by implementing technology applications and automation.
  • Maintain marketing materials and presentations, populate and maintain various consultant and industry databases, monthly and quarterly client reporting, RFP's and questionnaires, along with ad-hoc requests as needed. Factors for success
    • Experience in U.S. equity or capital markets, in particular credit related fixed income.
    • A passion and interest in U.S. financial markets and economics
    • 4-8 years work experience preferred
    • Undergraduate degree required with pursuit of MBA or CFA preferred
    • Have a strong attention to detail and sense of ownership of responsibilities assigned
    • Have excellent interpersonal and communication skills (verbal and written)
    • Be adaptable, willing to pitch in where needed and open to an evolving responsibility set as business needs change
    • Deals well with changing deadlines and priorities--
    • Be a natural problem solver who can independently identify and recommend improvements to enhance productivity, automation, and efficiency.--
    • Proficiency in Microsoft PowerPoint, Excel, and Adobe Indesign preferred
    • Experience in Salesforce, Hubspot, Factset, Bloomberg, Microsoft Power BI, and Tableau a plus
    • FINRA registration with Series 7 preferred How We Help You Succeed: We're fostering a culture of shared values across our company by providing generous compensation and comprehensive benefits that allow our employees to find fulfillment and security in personal life and career alike. These include: Competitive Salary and Benefits Work-Life Balance & Flexible Scheduling Medical, dental, and vision as part our commitment to investing in the health and wellbeing of our employees Two retirement savings plans: 401k savings plan with company match and Company Retirement Contribution (company-paid) Generous PTO and holiday pay Warm Colleagues & Inspiring Culture 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. A career at Pacific Life is more than a job. It's being hardworking. It's being agile. It's being mission-driven. It's giving our policyholders the time, attention, and expertise they deserve -helping them to reach their financial goals and safeguard their futures. It's having a positive impact on our industry and in the communities around us. It's leveraging the collective genius within to drive the way we do business now and in the future, while also enjoying a supportive environment where you can be fulfilled in life and in work. Pacific Life is a growth-oriented company with a strong and competitive position within the life insurance, retirement savings, and reinsurance markets. It holds top 15 market positions in almost all of its key products and has a diverse product portfolio serving the key markets of the highly affluent, broad market, small and mid-size businesses, and the institutional space. It has a global presence through its reinsurance business, with key markets in the U.K., Asia, and Australia. Pacific Life's structure as a mutual holding company is a competitive advantage, allowing the company to make decisions with a long-term view for the best interests of the organization and its policyholders. Pacific Life has a stellar reputation for service and value to the financial intermediaries and distribution channels that distribute our products. In addition to the value we provide for our employees and policyholders, we are also renowned for our philanthropic work, having donated more than $123M to nonprofits over the past 36 years. All this considered, it's no wonder Pacific Life is ranked 269th on the 2020 Forbes Fortune 500 list, has been named one of the 2021 World's Most Ethical Companies-- by the Ethisphere Institute, and was named by Forbes as one of America's Best Midsize Employers for 2019. Simply put, if you want to find both personal and career fulfillment, join our team at Pacific Life, where power meets purpose.

Keywords: Wells Fargo, Newport Beach , Associate Director - Business Development, Executive , Newport Beach, California

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