Capital Market Analyst

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Requirements:

• Bachelor’s degree, preferably in finance, accounting, economics or real estate.
• Strong analytical and critical thinking skills with the demonstrated ability to meet deadlines and perform in a fast-paced environment.
• 1-2 years of related experience, preferably in capital markets or finance related field.
• Mortgage and/or real estate industry experience preferred but not required.
• Skilled in analyzing, interpreting, summarizing and maintaining data.
• Experience with SQL and Tableau is preferred for data extraction and analysis tasks.
• Advanced proficiency in Excel, particularly in data summarization using formulas, lookups, and pivot tables.
• Detail-oriented individual who can work effectively under pressure.
• Ability to work autonomously; self-sufficient and self-motivated.
• Ability to multitask while maintaining high attention to detail.

Responsibilities:

• Track, update and maintain all loan sale data; establish timelines for trade execution.
• Facilitate and monitor the due diligence process to ensure adequate and timely resolution of investor’s conditions and exceptions.
• Plan and execute sales to our securitizations; monitor securitization portfolio metrics to ensure compliance with concentration limits.
• Prepare whole loan sale tapes to be offered to investor partners; facilitate the settlement process, including managing collateral, verifying mortgage loan schedule data, and finalizing settlement deliverables.
• Create reporting and engage with internal mortgage operations teams to relay investor feedback on external diligence teams’ findings and performance trends; work with internal policy team to prepare and distribute underwriting and product updates.
• Implement internal processes and controls to ensure accuracy and efficiency across loan package sales and reporting.
• Conduct analytical work using large data sets to analyze live transactions, deal structures and overall portfolio performance.
• Execute ad-hoc projects to assist with our strategic goals with investors.