Senior Business Analyst

Pacific Life

. Coordinate Product Development portfolio activities across Life and Annuity projects .

Posted 9/19/2026full-timeNewport Beach • California • United StatesSenior💰 $103,140 - $126,060 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in coordinating product development activities, managing project portfolios, and facilitating governance processes within the financial services sector, particularly in Life and Annuity products. Proficient in utilizing Microsoft tools and project management software to enhance efficiency and transparency.

Highest-signal resume keywords

Product Development CoordinationPortfolio ManagementGovernance Process ImprovementMicrosoft Tools ProficiencyFinancial Services Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business AnalysisProject CoordinationPortfolio ManagementGovernance ToolingAgile Delivery FrameworksDashboard BuildingExecutive Reporting

Soft Skills

Strong Communication SkillsFacilitation SkillsContinuous Improvement Mindset

Tools & Technologies

Microsoft CopilotMicrosoft OneNoteMicrosoft TeamsMicrosoft SharePointMicrosoft ProjectMicrosoft PowerPointMicrosoft ExcelPlanviewSmartsheet

Industry Keywords

Life InsuranceAnnuitiesProduct DeliveryGovernance StandardsPortfolio Health

About the role

Key responsibilities & impact

Coordinate Product Development portfolio activities across Life and Annuity projects
Establish and administer product portfolio schedules, milestones, and dependencies
Track action items and risks to support timely decision-making and execution
Facilitate recurring governance meetings and communications across teams and stakeholders
Support administration of the Product Development Stage Gate process and framework
Coordinate gate reviews, approvals, and required documentation
Monitor compliance with stage gate requirements and governance standards
Improve governance processes and templates
Prepare executive dashboards, reports, and presentation materials
Consolidate project updates and communicate portfolio health
Identify reporting trends and escalate potential risks
Drive adoption of standardized processes and templates to improve efficiency, transparency, and audit readiness
Serve as the central coordination point across Product Development, Pricing, Product Delivery, and key stakeholders
Coordinate end-to-end deliverables, requirements, clarifications, and feedback loops

Requirements

What you’ll need

5 years of business analysis, project coordination, or portfolio management experience
Strong communication and facilitation skills with senior leadership and cross-functional stakeholders
Ability to track and manage progress across multiple projects, deliverables, and priorities
Proficiency in Microsoft tools, including Copilot, OneNote, Teams, SharePoint, Project, PowerPoint and Excel
Experience with additional project management tools such as Planview or Smartsheet
Proven experience in product development or delivery functions, preferably for Life and/or Annuity products
Experience with governance tooling, portfolio management systems, or Agile delivery frameworks
Familiarity with AI productivity, prompting and models
Experience building dashboards or executive reporting
Financial services experience especially with Life Insurance and Annuities
Continuous improvement mindset

Benefits

Comp & perks

Medical, Dental, Vision
Wellbeing Reimbursement Account
Paid Time Off
Holiday Schedules
Financial Planning Time Off
Paid Parental Leave
Adoption Assistance Program
Competitive 401k savings plan with company match
Additional 401k contribution regardless of participation
Flexible benefits starting Day 1