With the assistance of the MCA and MMCC analyst and trade support, complete sophisticated new business proposals for potential clients, including both strategy and valuation analysis
Develop and promote thought leadership ideas to clients
Schedule and attend industry conferences and events
Possess, develop and maintain consultative high-level relationships with decision makers at banks, special servicers, debt funds, private lenders, hedge funds, CDO/CLO managers and other market participants to source residential loan sale opportunities for Mission
Maintain detailed tracking and reporting of business development initiatives in Salesforce
Evaluate bank balance sheets, quarterly earnings presentations, news sources, earnings, and call reports, and other publicly available information to develop thoughtful loan sale trading strategies for financial services clients
Requirements
excel
salesforce
loan valuation
residential loans
structured products
teamwork
Bank / FIG analyst training / prior investment bank sell side analyst coverage experience
Fundamentally understand loan valuation, trading and buy side considerations, including first and second lien mortgages, HELs, HELOCs, compliance matters, and document / defect curing
Prior career experience in residential loan sales at an established brokerage/advisory firm (consumer loan and/or MSR sales experience a plus)
Strong MS Excel, PowerPoint, and database skills with Salesforce experience a plus
Ability to work as part of a team
Attention to detail
Strong business writing skills
Strong drive and desire to take on responsibility
Prior career experience in structured products, lending, special servicing, corporate development, or real estate underwriting / investment analysis at a financial institution
Likes and prioritizes work with a genuine interest in debt capital markets / real estate
Be conversant in legacy mortgage products, securitization clean up calls, optional terminations, call rights and associated MSR matters
Mortgage, real estate or structured products analyst training program at financial services or real estate private equity firm (bank, consulting/accounting, REIT, hedge fund)