Specialized Consultant Junior

New York, NY

Post Date: 08/02/2017 Job ID: 9994915 Industry: FIN Consulting
Mortgage Pricing and Analytics Reporting Associate Private Bank

Client provides a range of wealth management products and services for affluent individuals, businesses and institutions. These services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust. Client is focused on delivering premier mortgage solutions to clients of MSWM. As part of Global Wealth Management Division (GWM), we have a partnership with client's retail brokerage network that provides a proprietary source of inbound business.

The Banking & Lending Group within GWMG is seeking a highly motivated analyst, supporting all Capital and Secondary Markets activities. These responsibilities include portfolio analysis, product pricing, project management, report generation and product development.

Job Description/Position Responsibilities

" Provide mortgage pricing support and expertise to internal sales and origination functions
" Execute daily pricing operational tasks
" Publish daily or monthly reports which include market trends, key performance indices, profitability, competitive analysis, etc.
" Monitor markets, update pricing model and assist in setting mortgage rates
" Interface with internal and external groups to acquire data required for reports
" Track realized return on equity on funded and registered loans
" Monitor competitor's mortgage rates and provide timely analysis and information to optimize portfolio position
" Perform ad hoc analysis on portfolio and mortgage pipeline


" Minimum of 2 5 years of experience in financial services with emphasis on mortgage products and/or fixed income securities
" Ability to efficiently extract and analyze data, create value-added reporting and data intensive analysis for senior management
" Knowledge of financial modeling, mortgage origination and pipeline management
" Sales support experience
" Portfolio and pipeline analysis experience ideally with risk management and performance focus
" BA in finance, economics, accounting, business, statistics or math
" CFA preferred

Skills Required:

" Efficient report generation and automation expertise. Working knowledge in Excel VBA, Business Objects, and Qlikview preferred
" Detail oriented with strong organizational, analytical and oral/ written communication skills
" Excellent interpersonal skills, ability to communicate clearly, and demonstrate sound judgment
" Experience with mortgages and markets
" Demonstrates positive attitude and comfortable working in a very fast paced environment

Ashley Maldonado

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