Senior Associate Pricing Strategy

Capital Partners Mortgage LLC

Los Angeles, United States
Base: $125,909-$201,454; bonus/equity: individual ...
On-site
Investment management fees
Pricing strategy
Financial modeling
The Global Fee Consulting team is a global team responsible for supporting the growth of our business, through the effective management and implementation of fee policy across the full range of investment products offered by the Capital Group

Job Summary

  • The Global Fee Consulting team is a global team responsible for supporting the growth of our business, through the effective management and implementation of fee policy across the full range of investment products offered by the Capital Group.
  • Serves as the subject matter expert on global investment management fees: Educates clients and prospects, business management, sales and operational teams on fees, expenses and share classes.
  • Conducts regular, extensive benchmarking to monitor the competitiveness of CG investment management fee and expense levels.

Matching Summary

The Global Fee Consulting team is a global team responsible for supporting the growth of our business, through the effective management and implementation of fee policy across the full range of investment products offered by the Capital Group.

Salary

Base: $125,909-$201,454; Bonus/Equity: Individual annual performance bonus, Capital's annual profitability bonus; Benefits: Company-funded retirement contribution (15% of eligible earnings), generous time-away and health benefits, 2-for-1 matching gifts

Skills & Requirements

Must-have

  • investment management fees
  • pricing strategy
  • financial modeling
  • Power BI experience
  • analytical skills

Nice-to-have

  • seek efficiency and consistency
  • rigorous approach
  • meticulous attention to detail
  • anticipate and balance needs

Key Requirements

  • Bachelor's degree in Finance or Economics
  • 3-7 years analytical work experience
  • Knowledge of investment management fees
  • Advanced Excel experience
  • Ability to analyze complex data

Work Rights

Not specified

Tailored Resume

Cover Letter