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Senior Private Credit Deal Closing Specialist

Pacific Life
life insurance, parental leave, paid time off, 401(k)
United States, California, Newport Beach
700 Newport Center Drive (Show on map)
Mar 27, 2025
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 are seeking a highly organized and detail-oriented Sr Deal Closing Specialist to join our Private Credit Investment Management team in Newport Beach, CA. This role is hybrid. We believe in empowering our employees to get work done both in and out of the office. The successful candidate will be responsible for coordinating deals from trade approval through to funding, ensuring seamless execution and collaboration across all involved parties. How you will make an impact: Due Diligence: Coordinate due diligence processes, ensuring all required information is collected and reviewed. Execution: Documenting authorization memos, pricing confirms and trade tickets Booking trade order in Bloomberg Support swap indemnity letters Capturing and storing final documents Coordination: Serve as the primary point of contact between internal teams (legal, operations, treasury, compliance, risk management) and external stakeholders (banks, legal advisors). Coordinating communications between internal and external stakeholders. Communicating trade commitments to legal and operations Coordinating portfolio allocations, signatures on legal documents, including swap indemnity and execution letters, wire authorization, and deal set-up in the surveillance system. Maintain clear and consistent communication with all parties involved in the deal, providing regular updates on progress and addressing any issues that arise. Compliance: Ensure all deals comply with internal policies and regulatory requirements (e.g. OFAC). Reporting: Generate and present reports on deal status, highlighting any potential risks or delays. Expertise and Innovation: Leverage specialized depth and breadth of experience to serve as an expert in private credit deal closing. Enhance the function while applying functional knowledge and existing methodologies to solve complex problems and recommend best practices with new perspectives. Leadership and Independence: Work independently with minimal guidance, acting as a resource for colleagues with less experience. May lead functional teams or projects, ensuring seamless execution and collaboration across all involved parties. The experience you bring: Bachelor's degree in finance, economics, business administration, accounting, or a related field Minimum 8 years of experience in finance, investment operations, or a related field Strong organizational, multitasking and project coordination skills Proficiency in financial software (e.g. Bloomberg, Tamale) and Microsoft Office Suite Experience with fixed income investments Proven experience in managing multiple stakeholders and multiple tasks simultaneously What makes you stand out: High attention to detail and accuracy Experience with private credit transactions Familiarity with legal documentation and compliance requirements Excellent communication and interpersonal skills Ability to work under pressure and meet tight deadlines You can be who you are. People come first here. We're committed to a diverse, equitable and inclusive workforce. Learn more about how we create a welcoming work environment through Diversity, Equity, and Inclusion at www.pacificlife.com. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife. #LI-AJ1 #LI-hybrid 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. $110,700.00 - $135,300.00 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 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.