Capital Partners Mortgage LLC is seeking a Senior Investment Director with a focus on fixed income investment. The ideal candidate will possess significant experience in portfolio management, strong communication skills, and a collaborative mindset, as well as a commitment to fostering an inclusive workplace culture
Job Summary
You will serve as the primary contact to clients delivering investment expertise and capital markets perspective about the fixed income market.
The role requires a proven track record of fixed income investment experience as a buy-side Portfolio Manager or similar role with at least 3 years of specific experience.
Employees receive a competitive salary, individual annual performance bonuses, Capital's annual profitability bonus, and a retirement plan with a 15% company contribution.
Matching Summary
Match Score: 85
Capital Partners Mortgage LLC is seeking a Senior Investment Director with a focus on fixed income investment. The ideal candidate will possess significant experience in portfolio management, strong communication skills, and a collaborative mindset, as well as a commitment to fostering an inclusive workplace culture.
Salary
Base: Competitive; Bonus: Individual annual performance bonus plus Capital's annual profitability bonus; Benefits: Company-funded retirement contribution of 15% of eligible earnings
Skills & Requirements
Must-have
3 years Fixed Income CPM experience
Deep knowledge of global bond markets
Experience building fixed income franchises
Proficiency in Excel Bloomberg FactSet
Nice-to-have
Strong sales experience across distribution channels
Ability to create strategy pitch books
Inclusive communication skills
Continuous improvement mindset
Key Requirements
Undergraduate degree required
3 years experience as CPM/Product Manager/Portfolio Specialist
Proven experience in mutual funds and institutional separate accounts