Pacific Life offers life insurance, annuities, and mutual funds, along with a variety of investment products and services, all of which provide "The Power to Help You Succeed."
Headquartered in Newport Beach, CA, Pacific Life is a Fortune 500 company with approximately 2800 employees. We pride ourselves on providing an innovative work environment which is highly challenging and exceptionally rewarding. We firmly believe each employee plays a part in our continued growth and success.
Currently, we are seeking a talented Reporting Analyst to join our Retirement Solutions Division. The Retirement Solutions Division leverages its strengths in product development, technology, service and risk management to create retirement solutions for individuals, families, and businesses. With the guidance of financial professionals, customers have access to an array of annuities and mutual funds designed to help grow assets and to provide retirement income for financial independence.
The Reporting Analyst will utilize relevant industry experience and/or technical skills to effectively manage the creation and distribution of multiple reports to multiple audiences (internal/external). Analyze data and/or conduct research to identify accomplishments, variances, trends, etc. to support the Division's goals and objectives. Ability to identify data inconsistencies. Maintain and update the registered representative Customer Relationship Management (CRM) system to ensure data integrity. Develop and maintain user technical documentation regarding reporting procedures and guidelines. Consult with technology regarding reporting enhancements/modifications. Assist in the preparation of special projects.
Four-year degree preferred with 2-3 years experience using Microsoft Office (especially Excel and Word).
Basic knowledge of a Database and/or CRM software program.
Experience using MicroStrategy a plus.
Strong oral and written communication skills are necessary.
Ability to work independently yet function effectively as a part of a team; strong analytical skills and highly detail-oriented.
Financial services industry experience and a strong technical background preferred.
*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.
While the breaching whale logo used by Pacific Life Insurance evokes the West Coast, the company operates all across the US. As the primary...