Green Card Portfolio Management Analyst Jobs
Portfolio Management Analyst roles qualify for EB-2 or EB-3 green card sponsorship through PERM labor certification, which requires employers to document recruitment efforts before filing an I-140 petition. Finance and asset management firms regularly sponsor advanced-degree professionals in this field, making it a viable path to permanent U.S. residency.
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Get Access To All JobsINTRODUCTION
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.
ROLE AND RESPONSIBILITIES
We’re actively seeking a talented Assistant Vice President, Portfolio & Program Management Office to join our Strategic Management & Services team in Newport Beach, California. This role follows a hybrid schedule of four days in the office. If you are not currently located near our office, we offer comprehensive relocation assistance. As Assistant Vice President, Portfolio & Program Management Office (PPMO), you will lead the Consumer Markets Division’s (CMD) Portfolio and Program Management Office and play a critical role in translating strategy into disciplined execution and measurable business outcomes. You will oversee a complex portfolio spanning strategic transformation, business-critical initiatives, AI-enabled programs, and ongoing investments that support the strength and evolution of Pacific Life’s life insurance and annuity businesses.
This is an opportunity to lead at the center of one of Pacific Life’s most established and consequential businesses. The PPMO is where the division’s strategic priorities become actionable programs, where investments are prioritized and resourced, and where diverse teams come together to deliver meaningful outcomes for customers and distribution partners. As a member of the Strategic Management & Services leadership team, you will serve as a trusted advisor to senior business and technology leaders, bring transparency to complex decisions, and help shape how Pacific Life operates in an increasingly connected enterprise environment. You will lead an established organization of approximately 35 portfolio, program, project, and agile professionals, including five to six direct reports, while building the capabilities required to support the division’s future growth and transformation.
How you’ll help move us forward:
- Lead the Consumer Markets Division’s portfolio management and PPMO function, ensuring strategic investments, transformation initiatives, and business-critical programs align with divisional priorities and measurable business outcomes.
- Establish and continuously strengthen portfolio planning, prioritization, capacity management, resource allocation, investment governance, and benefits realization practices.
- Oversee delivery of the division’s most complex, high-impact programs, including multiyear transformation initiatives supporting underwriting and new business, operations, sales, and distribution capabilities.
- Provide senior leaders with clear portfolio insights, risk transparency, decision support, and executive-level reporting that improve alignment, accountability, and predictability.
- Partner across the Consumer Markets Division, Pacific Life Technology, People Experience, Finance, Risk, and other enterprise functions to resolve barriers, align priorities, and accelerate business outcomes.
- Balance strategic transformation with the business-critical work required to support existing customers, distribution partners, products, and operations.
- Lead governance processes that support executive decision-making, investment oversight, portfolio health, and effective deployment of financial and organizational resources.
- Simplify and strengthen project and program delivery standards, methodologies, reporting practices, and execution disciplines while preserving the agility needed to respond to changing business priorities.
- Lead, develop, and inspire a high-performing team of portfolio, program, project, and agile professionals, building leadership depth and future-ready capabilities across the PPMO organization.
- Foster a culture of accountability, collaboration, continuous improvement, and results while helping teams navigate ambiguity and an evolving enterprise operating model.
- Represent the Consumer Markets Division in enterprise portfolio planning, governance, and prioritization activities, helping build stronger connections and more integrated ways of working across Pacific Life.
BASIC QUALIFICATIONS
- Bachelor’s degree required
- 12+ years of leadership experience in portfolio management, PPMO or PMO leadership, strategic planning, program delivery, or large-scale business transformation.
- Demonstrated success leading complex, cross-functional portfolios and transformation initiatives with significant organizational, financial, or customer impact.
- Deep expertise in portfolio planning, prioritization, investment governance, capacity and resource management, risk management, and benefits realization.
- Experience overseeing a portfolio that includes both strategic transformation initiatives and essential business operations.
- Proven ability to translate business strategy into executable priorities, delivery roadmaps, governance structures, and measurable outcomes.
- Strong financial and business acumen, including experience evaluating investments, managing portfolio tradeoffs, and maintaining accountability for the effective use of resources.
- Executive-level communication and influence skills, with the ability to bring clarity to complex issues, challenge constructively, and advise senior leaders across business and technology organizations.
- Demonstrated experience building, leading, and developing high-performing teams through transformation, growth, and organizational change.
- Ability to operate effectively in an evolving environment where success requires sound judgment, curiosity, adaptability, and a willingness to build new solutions rather than rely solely on established playbooks.
PREFERRED QUALIFICATIONS
- Leadership experience within financial services, insurance, wealth management, or another highly regulated industry.
- Experience leading transformation across life insurance, annuity, customer operations, underwriting, sales, or distribution functions.
- Experience leveraging AI, automation, data, and modern delivery practices to improve decision-making, execution, and business outcomes.
- Success modernizing or scaling a portfolio and program management organization while improving transparency, consistency, and delivery performance.
- Experience working across business, technology, finance, risk, and people functions within a complex, matrixed organization.
- A reputation as an enterprise-minded connector who builds trust, strengthens partnerships, and brings the right stakeholders together to move critical priorities forward.
COMPENSATION
- Base Salary Range: $230,000 - $255,000
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.
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.
INTRODUCTION
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.
ROLE AND RESPONSIBILITIES
We’re actively seeking a talented Assistant Vice President, Portfolio & Program Management Office to join our Strategic Management & Services team in Newport Beach, California. This role follows a hybrid schedule of four days in the office. If you are not currently located near our office, we offer comprehensive relocation assistance. As Assistant Vice President, Portfolio & Program Management Office (PPMO), you will lead the Consumer Markets Division’s (CMD) Portfolio and Program Management Office and play a critical role in translating strategy into disciplined execution and measurable business outcomes. You will oversee a complex portfolio spanning strategic transformation, business-critical initiatives, AI-enabled programs, and ongoing investments that support the strength and evolution of Pacific Life’s life insurance and annuity businesses.
This is an opportunity to lead at the center of one of Pacific Life’s most established and consequential businesses. The PPMO is where the division’s strategic priorities become actionable programs, where investments are prioritized and resourced, and where diverse teams come together to deliver meaningful outcomes for customers and distribution partners. As a member of the Strategic Management & Services leadership team, you will serve as a trusted advisor to senior business and technology leaders, bring transparency to complex decisions, and help shape how Pacific Life operates in an increasingly connected enterprise environment. You will lead an established organization of approximately 35 portfolio, program, project, and agile professionals, including five to six direct reports, while building the capabilities required to support the division’s future growth and transformation.
How you’ll help move us forward:
- Lead the Consumer Markets Division’s portfolio management and PPMO function, ensuring strategic investments, transformation initiatives, and business-critical programs align with divisional priorities and measurable business outcomes.
- Establish and continuously strengthen portfolio planning, prioritization, capacity management, resource allocation, investment governance, and benefits realization practices.
- Oversee delivery of the division’s most complex, high-impact programs, including multiyear transformation initiatives supporting underwriting and new business, operations, sales, and distribution capabilities.
- Provide senior leaders with clear portfolio insights, risk transparency, decision support, and executive-level reporting that improve alignment, accountability, and predictability.
- Partner across the Consumer Markets Division, Pacific Life Technology, People Experience, Finance, Risk, and other enterprise functions to resolve barriers, align priorities, and accelerate business outcomes.
- Balance strategic transformation with the business-critical work required to support existing customers, distribution partners, products, and operations.
- Lead governance processes that support executive decision-making, investment oversight, portfolio health, and effective deployment of financial and organizational resources.
- Simplify and strengthen project and program delivery standards, methodologies, reporting practices, and execution disciplines while preserving the agility needed to respond to changing business priorities.
- Lead, develop, and inspire a high-performing team of portfolio, program, project, and agile professionals, building leadership depth and future-ready capabilities across the PPMO organization.
- Foster a culture of accountability, collaboration, continuous improvement, and results while helping teams navigate ambiguity and an evolving enterprise operating model.
- Represent the Consumer Markets Division in enterprise portfolio planning, governance, and prioritization activities, helping build stronger connections and more integrated ways of working across Pacific Life.
BASIC QUALIFICATIONS
- Bachelor’s degree required
- 12+ years of leadership experience in portfolio management, PPMO or PMO leadership, strategic planning, program delivery, or large-scale business transformation.
- Demonstrated success leading complex, cross-functional portfolios and transformation initiatives with significant organizational, financial, or customer impact.
- Deep expertise in portfolio planning, prioritization, investment governance, capacity and resource management, risk management, and benefits realization.
- Experience overseeing a portfolio that includes both strategic transformation initiatives and essential business operations.
- Proven ability to translate business strategy into executable priorities, delivery roadmaps, governance structures, and measurable outcomes.
- Strong financial and business acumen, including experience evaluating investments, managing portfolio tradeoffs, and maintaining accountability for the effective use of resources.
- Executive-level communication and influence skills, with the ability to bring clarity to complex issues, challenge constructively, and advise senior leaders across business and technology organizations.
- Demonstrated experience building, leading, and developing high-performing teams through transformation, growth, and organizational change.
- Ability to operate effectively in an evolving environment where success requires sound judgment, curiosity, adaptability, and a willingness to build new solutions rather than rely solely on established playbooks.
PREFERRED QUALIFICATIONS
- Leadership experience within financial services, insurance, wealth management, or another highly regulated industry.
- Experience leading transformation across life insurance, annuity, customer operations, underwriting, sales, or distribution functions.
- Experience leveraging AI, automation, data, and modern delivery practices to improve decision-making, execution, and business outcomes.
- Success modernizing or scaling a portfolio and program management organization while improving transparency, consistency, and delivery performance.
- Experience working across business, technology, finance, risk, and people functions within a complex, matrixed organization.
- A reputation as an enterprise-minded connector who builds trust, strengthens partnerships, and brings the right stakeholders together to move critical priorities forward.
COMPENSATION
- Base Salary Range: $230,000 - $255,000
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.
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.
See all 104+ Green Card Portfolio Management Analyst Jobs
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Get Access To All JobsTips for Finding Green Card Sponsorship as a Portfolio Management Analyst
Match your degree to PERM job requirements
PERM certification locks in specific minimum requirements for the role. If your employer lists a master's degree, make sure your credential evaluation confirms equivalency before filing starts, or the DOL audit risk increases significantly.
Target asset managers with PERM filing histories
Institutional investment firms, pension fund managers, and registered investment advisers file PERM applications far more than boutique shops. Filter your job search to employers whose past DOL filings show analyst-level sponsorships in portfolio or investment management roles.
Use Migrate Mate to find sponsoring employers fast
Searching for Portfolio Management Analyst roles with verified green card sponsorship history is straightforward on Migrate Mate, which surfaces employers who have filed PERM applications for this exact occupation rather than relying on job postings that rarely disclose sponsorship intent.
Clarify the EB-2 versus EB-3 track with your employer
EB-2 requires the role to genuinely demand an advanced degree, not just prefer one. If your employer classifies the position at EB-3, your priority date queue changes. Negotiate the job requirements document before the PERM recruitment period opens.
Verify your prevailing wage tier before accepting an offer
PERM requires your offered salary to meet the DOL prevailing wage for Portfolio Management Analysts in your metro area. Look up the applicable wage level using the OFLC Wage Search before signing an offer letter, so underpaid offers don't stall or kill your petition.
Preserve your status during the multi-year PERM process
Green card processing for this role typically spans two to four years from PERM filing to I-485 approval. If you're on H-1B visa during this window, confirm your employer will file timely extensions and that your I-140 is approved before your sixth H-1B year to preserve your place in the queue.
Green Card Portfolio Management Analyst: Frequently Asked Questions
Does a Portfolio Management Analyst role qualify for EB-2 or EB-3 green card sponsorship?
Both categories are available depending on how the employer defines the position. EB-2 applies when the role genuinely requires an advanced degree, such as an MBA or master's in finance, economics, or a quantitative field. EB-3 applies for positions requiring only a bachelor's degree. Your employer determines the classification when structuring the PERM job requirements, and that choice affects both your priority date and the strength of any potential RFE response from USCIS.
How does the green card process for this role differ from H-1B sponsorship?
H-1B is a temporary nonimmigrant visa capped at 85,000 new slots annually, subject to a lottery for most applicants. PERM-based green card sponsorship has no annual lottery and results in permanent residency rather than a renewable status. The tradeoff is timeline: PERM labor certification alone takes six to eighteen months before an I-140 can even be filed. For most countries, EB-2 and EB-3 priority date backlogs add further wait time, with India and China facing multi-year queues.
What does the PERM labor certification process involve for a Portfolio Management Analyst?
Your employer must run a federally prescribed recruitment campaign, typically over 30 to 60 days, advertising the Portfolio Management Analyst position and documenting that no qualified U.S. workers applied. The DOL then reviews the application and, if certified, your employer files an I-140 immigrant petition with USCIS. You cannot self-petition under EB-2 or EB-3 without the National Interest Waiver route, which is separate and requires demonstrating your work benefits the United States broadly.
How can I find Portfolio Management Analyst jobs that already sponsor green cards?
Most job postings don't disclose green card sponsorship intent, so filtering by employer PERM history is more reliable than keyword searching. Migrate Mate indexes employers who have filed PERM applications for Portfolio Management Analyst and related finance roles, letting you target firms with demonstrated sponsorship track records rather than cold-applying and asking HR about sponsorship after the fact.
What credentials strengthen a PERM application for this role?
A bachelor's or master's degree in finance, economics, mathematics, or a related quantitative field is the typical baseline. CFA charterholder status or progress toward it signals specialized competency that aligns with how employers write EB-2 job requirements. If your degree was earned outside the U.S., obtain a credential evaluation from a NACES-member evaluator before your employer begins the PERM process to confirm equivalency under DOL standards.