Account Manager - Capital Markets

Compass Analytics San Francisco , CA 94104

Posted 4 weeks ago

Compass Analytics is a leading provider of mortgage pricing and risk management services and analytics to financial institutions nationwide. Compass is actively seeking an experienced secondary marketing candidate for its downtown San Francisco office to serve as Account Manager. The candidate will employ our proprietary risk management and best execution software,CompassPoint, to provide hands on support to clients with onboarding and daily pipeline hedging, best execution and loan sales activity, delivering exemplary customer service. This role will also contribute to the further development and delivery of our innovative and fully integrated suite of technology solutions.


  • Three to five years capital markets experience with hands on experience in hedging pipelines, trading, pull-through modeling, best execution and loan sales, profit/loss and position reconciliation, rate sheet creation, margin strategies. MSR valuation, Pricing Engine and software development experience are a plus.
  • Customer service orientation, as this role requires the ability to work directly with multiple clients.
  • Strong work ethic, high level of integrity and ethical standards as our team members have a direct, material impact on our firms reputation and performance.
  • Strong written and verbal communication skills, presentation skills and attention to detail are a must.
  • Graduate or Undergraduate degree, preferably in a quantitative discipline such as economics, finance, computer science, MIS, mathematics, or physics.


Competitive compensation based on experience, health benefits, 401(k) match, catered lunches and a fun and challenging work environment.


Compass provides cutting-edge analytics, real-time advisory and active risk management services to mortgage originators, bankers, traders and investors. Compass platform is revolutionizing the way mortgages are priced and sold through the use of innovative real-time technology supported by client service, expertise, and guidance. Compass suite of tools includes CompassPoint, CompassPPE, CompassBid, CompassDirect, and CompassCommit. Compass is headquartered in San Francisco and has offices in Washington DC, New York City and Irvine, California. Visit our web site at for more information.

Compass Analytics is an equal opportunity employer. You can review our EEO Policy at

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Account Manager - Capital Markets

Compass Analytics