Senior Associate Pricing Strategy

Capital Partners Mortgage LLC

Los Angeles, United States
Base: $125,909-$201,454; bonus/equity: individual ...
Investment management fees knowledge
Advanced excel experience
Power bi experience
Develop fee policy recommendations and support business cases for related fee decisions, while maintaining the existing fee guidelines

Job Summary

  • Develop fee policy recommendations and support business cases for related fee decisions, while maintaining the existing fee guidelines.
  • Conducts regular, extensive benchmarking to monitor the competitiveness of CG investment management fee and expense levels.
  • Receive a competitive salary, bonuses and benefits, with a company-funded retirement contribution factoring in salary and variable pay.

Matching Summary

Develop fee policy recommendations and support business cases for related fee decisions, while maintaining the existing fee guidelines.

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, health benefits, charitable matching gifts, professional development resources

Skills & Requirements

Must-have

  • Investment management fees knowledge
  • Advanced Excel experience
  • Power BI experience
  • Analytical skills
  • Data analysis and presentation

Nice-to-have

  • Fostering a strong sense of belonging
  • Seeking diverse perspectives
  • Intellectual curiosity
  • Collaborative approach
  • Effective communication skills

Key Requirements

  • Bachelor's degree in Finance, Economics, Business Administration, Mathematics, etc.
  • 3-7 years of analytical work experience
  • Knowledge of investment management fees and pricing
  • Experience with financial modeling, pivot tables, and formulas
  • Ability to identify, assess, respond to, and escalate risks

Work Rights

Not specified

Tailored Resume

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