Private Client Services (pcs) Global Investment Control (gic) Analyst Sr

Capital Partners Mortgage LLC

Southern California, US
Base: $125,909-$201,454; bonus/equity: individual ...
Hybrid
Bachelor's degree in relevant field
5-7 years investment management experience
Complex investment order processing
Capital Partners Mortgage LLC is seeking a Private Client Services (PCS) Global Investment Control Analyst Sr in Southern California. The role focuses on managing investment orders, ensuring compliance, and collaborating with various teams to enhance portfolio management

Job Summary

  • The role involves independently processing and reviewing complex investment orders while ensuring full compliance with client guidelines and regulatory requirements.
  • Candidates will collaborate with Legal, Trading, and Technology teams to support account lifecycle events such as onboarding, rebalancing, and cash flow activity.
  • The company offers a competitive salary range of $125,909-$201,454, an annual performance bonus, and a retirement plan with a 15% employer contribution.

Matching Summary

Match Score: 85

Capital Partners Mortgage LLC is seeking a Private Client Services (PCS) Global Investment Control Analyst Sr in Southern California. The role focuses on managing investment orders, ensuring compliance, and collaborating with various teams to enhance portfolio management.

Salary

Base: $125,909-$201,454; Bonus/Equity: Individual annual performance bonus plus profitability bonus; Benefits: 15% retirement contribution, health benefits, flexible work options

Skills & Requirements

Must-have

  • Bachelor's degree in relevant field
  • 5-7 years investment management experience
  • Complex investment order processing
  • Client guideline compliance expertise
  • Microsoft Excel proficiency

Nice-to-have

  • Experience with CRD or Appian systems
  • Knowledge of Microsoft Power Suite
  • Strong communication and influence skills
  • Process engineering and automation mindset
  • Mentoring and training capabilities

Key Requirements

  • Bachelor's degree required
  • 5-7 years industry experience
  • Highly skilled in Microsoft Excel

Work Rights

Not specified

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