Tarun Varma, CFA

Tarun Varma, CFA

Senior Associate, Product Management

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location of Tarun Varma, CFANewport Beach, California, United States

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  • Timeline

  • About me

    Vice President, Head of Capital & Liquidity at Pacific Life

  • Education

    • University of Maryland

      2006 - 2007
      Masters Finance
    • University of Maryland - Robert H. Smith School of Business

      2007 - 2008
      MBA Finance
    • University of Delaware

      1998 - 2002
      Bachelor Of Science Computer Science
  • Experience

    • Bank of America (Formerly MBNA America)

      Jan 1998 - Jan 2004
      Senior Associate, Product Management
    • The Bank Of New York

      Jan 2004 - Jan 2006
      Assistant Vice President, Pricing
    • American Capital Management, Inc.

      Jan 2006 - Jan 2008
      Senior Associate, Strategy
    • Pacific Life

      Jan 2008 - now

      • Responsible for strategic direction, oversight and management of enterprise capital framework (economic capital)• Developed and lead a multi-faceted productive team driving capital methodology, calculation, reporting, allocation and communication to executive team, divisions and external agencies • Oversaw the design and management of a technology suite solution for quantifying and forecasting balance sheet valuation and risk droving alignment and adoption with division partners• Capital framework and its strategic uses in the enterprise played a critical part in S&P upgrade• Lead an enterprise Value of New Business initiative encompassing development of methodology, metrics, forecasting, reporting and reconciliation• Assisted CRO to innovate risk strategy with risk and portfolio optimization• Guided Enterprise Pricing Committee to embed economic return metrics• Provided the risk analysis necessary to support the company's risk appetite statement• IAIS field test support and development under international Group Capital Calculation Show less

      • Vice President, Head of Capital & Liquidity, Corporate Treasury

        Jan 2019 - now
      • Assistant Vice President, Corporate Development & Strategy

        Apr 2017 - Jan 2019
      • Assistant Vice President, Enterprise Risk & Capital Management, ERM

        Jan 2012 - Apr 2017
      • Director, Market Risk Management, ERM

        Jan 2008 - Jan 2012
  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute