Capital Markets Analyst
Company | Veterans United |
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Location | Columbia, MO, USA |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | |
Experience Level | Junior, Mid Level |
Requirements
- 2+ years of experience with Excel, Access, and SQL, plus familiarity with PowerPoint, Word, and Visio
- Expert in relational databases (SQL Server, MySQL, Python) and data modeling
- 1+ year in data warehouse engineering, leveraging business intelligence tools to drive insights
- Skilled in SQL for data analysis and integrating enterprise software to optimize workflows
- Experience with reporting, business intelligence tools, or database applications to turn data into actionable insights
Responsibilities
- Developing and producing both scheduled and ad hoc data extracts and reports
- Providing key insights to drive smart, data-driven decisions
- Collaborating with cross-functional teams to gather requirements, design reports, develop insights, and coordinate production schedules
- Building and maintaining strong relationships with broker-dealers, correspondents, and vendors
- Modeling different loan scenarios, making key business assumptions, and helping guide smart decision-making
- Maximizing company profits by strategically trading and hedging loans
- Developing and refining retain/release methodology to optimize outcomes
- Using historical data to create theoretical hedging and trading scenarios, predicting future trends
- Crafting daily rate sheets that balance great pricing with minimal risk
- Performing mortgage servicing rights (MSR) modeling and valuation to manage servicing portfolios and assess asset values
- Preparing and sharing reports with cross-functional teams to keep everyone in the loop
- Continuously improving reporting efficiency, ensuring data integrity and presentation quality while staying sharp with reporting tools
- Gathering, processing, and analyzing historical data from various sources to uncover trends and insights
- Acting as the bridge between Capital Markets and other teams across the company
- Spotting errors in the data, digging into the root cause, and helping drive improvements
Preferred Qualifications
- Highly organized and able to juggle multiple tasks
- Strong time management skills
- Ability to dig into data and spot trends
- Strong business instincts and ability to turn complex numbers into clear insights
- Strong work ethic and ability to work well under pressure
- Comfortable with technology and basic computer systems
- Strong quantitative and analytical skills
- Natural customer service skills
- Great communication skills, both written and spoken
- Ability to thrive in a fast-paced, results-driven environment and work as part of a team