Senior Portfolio Manager, Real Estate Investments

at Capstone Asset Management
Location Langley, Canada
Date Posted September 5, 2023
Category Other
Job Type Full-time


Senior Portfolio Manager, Real Estate Investments – Capstone Asset Management

This executive search is conducted by Nelson/Kraft & Associates on behalf of Capstone Asset Management



Capstone Asset Management is looking for a leader with deep knowledge and experience in underwriting to join their team as Senior Portfolio Manager, Real Estate Investments.

Reporting to the Chief Investment Officer, the Senior Portfolio Manager, Real Estate Investments will have direct experience in the mortgage investment sector, preferably within the construction and development industry. In addition, you will have experience with special mortgage situations to enable leadership and engagement with Capstone’s strategic partners.

Beyond the private lending market, you will have experience with equity real estate investments and will be capable of leading the due diligence and management of these investments with Capstone’s strategic relationships. You will also have a demonstrated ability to work with internal and external investment partners.

If you are a Senior Underwriter or Portfolio Manager with excellent written and verbal communication skills, and a conviction that aligns with the values of Capstone, we would love to hear from you.



Capstone Asset Management is a Portfolio Manager, Investment Fund Manager and Exempt Market Dealer active in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, Quebec, Nova Scotia, New Brunswick, and Newfoundland & Labrador.

Striving to hold to Biblically informed values, we provide full discretionary investment management and individual investment mandates to high-net-worth individuals and families, institutions, pensions, foundations, and family offices.

Capstone, headquartered in Langley, BC, is seeking a Senior Portfolio Manager, Real Estate Investments to be lead manager on Capstone’s three mortgage funds, Treasury Pool, and to manage the real estate investments within other Capstone pools. Your experience in underwriting within the construction and development industry and broadly in the real estate sector will provide a platform to manage the real estate investments at Capstone and provide leadership to the analysts involved in these investments. This experience will also extend to the Investment Committee where you will operate as a voting member.

Currently, Capstone’s mortgage funds represent the largest component of its assets under management.



The Senior Portfolio Manager, Real Estate Investments will contribute to a positive team culture and uphold our standards of excellence, conduct and principles to safeguard both the integrity and reputation of the business, while driving continuous improvement and innovation. The values of Integrity, Excellence, Contemplation, Service, and a Biblically informed approach form the foundation of our business decisions and practices.



  • Minimum 10 years of underwriting experience in mortgage investments, including construction and development financing.
  • CFA or CIM designation with the ability to be registered with the securities commission as a Portfolio Manager is preferred.
  • Experience across a broad spectrum of real estate asset classes including equity.
  • Exceptional integrity with a recognized reputation in the mortgage and/or real estate industry.
  • Demonstration of proven investment judgement and the ability to underwrite and price risk.
  • Strong verbal and written communications skills.
  • A team oriented, collaborative leader that can work within a growing organization.
  • Experience with managing a team and effective mentorship skills.
  • Fully aligned with Capstone’s values of Integrity, Excellence, Contemplation, Service, and Biblically directed.




Location: Langley, BC

Application Deadline: October 6, 2023

Start Date: November 2023


TO APPLY please send a PDF copy of your cover letter and resume to Include “Capstone – SPM, Real Estate Investments” in the subject line.

To obtain a complete Opportunity Profile, please visit our website.



Nelson/Kraft & Associates Inc. is an executive consulting firm that specializes in working with not-for-profits and for-profit businesses across Canada, assisting them in the placement of senior executives and directors.

Nelson/Kraft & Associates Inc. welcomes and encourages all interested applicants to apply for this position. Nelson/Kraft & Associates Inc. is committed to the principles of diversity and inclusion in its hiring practices, and will only make distinctions among interested applicants in accordance with the applicable Human Rights legislation.

Nelson/Kraft & Associates Inc. also welcomes and encourages applications from candidates with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require disability-related accommodation during the recruitment process, please contact us.