Defined Contribution Product Analyst

Role Overview

• Perform daily operational duties for DC Financial products and specific DCLI products during accumulation phase.
• Provide insight for assumption development and actuarial modeling methodologies to pricing, valuation, and risk as needed.
• Develop dashboards and ad-hoc analyses across DC Financial Product suite to deliver up-to-date product analytics for key stakeholders and work closely with DCLI product managers to apply capabilities across DC product suite.
• Partner with key division and enterprise functions such as Delivery Acceleration, Compliance, Operations and Technology to ensure DC financial product operations and processes are established and functioning effectively.
• Support DC Financial Products, by supporting product development and management, which may include contributing to designing product features, as well as supporting execution and implementation of our solutions.
• Support the delivery of Financial Products and features in accordance with agreed-upon schedules, ensuring they meet customer needs and business objectives, and ensuring alignment with strategic and business objectives, as well as compliance considerations.
• Support the creation of technical specifications for admin and illustration systems and perform user-acceptance testing to ensure accurate implementation for DC Financial products.
• In collaboration with the broader DC team and National Markets, support general DC market research efforts done by research and product managers while staying on top of industry trends, including any adjacent markets (e.g. HSA).

Requirements

• Bachelor’s degree
• 5+ years of experience in financial services industry with a focus on product and/or operations roles, ideally with extensive experience in DC Financial Products (e.g. stable value)
• Significant experience with Excel (VBA), PowerBI, CoPilot, and other technologies to produce complex analyses and operationalize product requirements.

Tech Stack

• VBA

Benefits

• 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.