Position Details

Salary $33 – $41 USD / year

Type Full-Time

Experience mid

Exp. Years 0-2 years

Education Not specified

Category Legal & Compliance

About this role

Mutual Fund/Investment Compliance Analyst to support regulatory filings for Pacific Select Fund and cross-train with Pacific Life Fund Advisors, with hybrid work options in Newport Beach or Omaha.

Key Responsibilities

['Assist with the preparation of legal regulatory filings for Pacific Select Fund', 'Provide analysis and support to the investment adviser', 'Prepare board materials regarding the funds and the adviser', 'Assist and cross-train with Pacific Life variable insurance products as needed', 'Ensure compliance with regulatory requirements']

Technical Overview

Legal/compliance role focusing on mutual funds and investment advisers; use of SharePoint Online and Microsoft Office; document management and board materials preparation.

Ideal Candidate

The ideal candidate is a junior to mid-level compliance analyst with 0-2 years mutual funds/investment adviser experience, strong attention to detail, and ability to work in a hybrid environment.

Must-Have Skills

0 to 2 years' experience with mutual fundsinvestment advisersor applicable statutes

Nice-to-Have Skills

Cross-training abilityExperience with variable insurance products

Tools & Platforms

SharePoint OnlineMicrosoft OfficeDocument database system

Required Skills

['mutual funds''investment adviser''compliance''regulatory filings''board materials''SharePoint Online''Microsoft Office''document database system''cross-train''variable products']

Hard Skills

SharePoint OnlineMicrosoft OfficeDocument database systemRegulatory filings

Soft Skills

Attention to detailCross-functional collaborationTime management

Industry & Role

Industry Insurance

Job Function Legal/compliance support for mutual funds and investment advisers; regulatory filings and board materials

Role Subtype Compliance Analyst

Tech Domains SharePoint, Microsoft Office

Keywords for Your Resume

Mutual Fund/Investment Compliance AnalystPacific LifePacific Select FundPacific Life Fund Advisors LLCOffice of the General CounselFunds Law Teamregulatory filingsboard materialsmutual fundsinvestment adviserSharePoint On-LineMicrosoft OfficeDocument database systemcompliancelegal counselvariable productscross-trainhybridNewport BeachOmahacompliance analystsharepoint onlinemicrosoft officefunds law teamoffice of the general counsel

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