VP/ Director - Single Family Whole Loan Trading and Analytics at Marcus & Millichap in Manhattan, NY | USD125,000-175,000 | Kablio

Role

Description

financial analysis

thought leadership

salesforce reporting

deal sourcing

conference attendance

proposal development

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
Develop and promote thought leadership ideas to clients
Maintain detailed tracking and reporting of business development initiatives in Salesforce
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
Schedule and attend industry conferences and events
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

Requirements

loan sales

bank analyst

excel

salesforce

structured products

teamwork

Prior career experience in residential loan sales at an established brokerage/advisory firm (consumer loan and/or MSR sales experience a plus)
Bank / FIG analyst training / prior investment bank sell side analyst coverage experience
Strong business writing skills
Likes and prioritizes work with a genuine interest in debt capital markets / real estate
Mortgage, real estate or structured products analyst training program at financial services or real estate private equity firm (bank, consulting/accounting, REIT, hedge fund)
Prior career experience in structured products, lending, special servicing, corporate development, or real estate underwriting / investment analysis at a financial institution
Attention to detail
Strong MS Excel, PowerPoint, and database skills with Salesforce experience a plus
Ability to work as part of a team
Strong drive and desire to take on responsibility
Be conversant in legacy mortgage products, securitization clean up calls, optional terminations, call rights and associated MSR matters
Fundamentally understand loan valuation, trading and buy side considerations, including first and second lien mortgages, HELs, HELOCs, compliance matters, and document / defect curing

Benefits

Information not given or found

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

Information not given or found

Security clearance

Information not given or found

Company

Overview

1971

Year Established

The company was established in this year and grew to become a leading real estate firm.

Quickly became a leading real estate investment services firm.
Provides a comprehensive range of services, including property sales, financing, and advisory.
Serves investors, developers, and institutional clients in the real estate market.
With offices nationwide, it offers unmatched local market expertise, enabling clients to capitalize on emerging opportunities.
Known for its sophisticated financial tools, provides tailored solutions for diverse real estate transactions.
Specializes in multifamily, industrial, retail, office, and commercial properties.
Regularly handles high-value transactions, including large portfolio deals and major regional developments.
Earned a reputation for its market intelligence and innovative investment strategies.
Recognized for its commitment to long-term client relationships, helping clients maximize returns on real estate investments.

Culture + Values

Entrepreneurial spirit
High standards of performance and integrity
Collaboration and teamwork
Commitment to providing best-in-class services
Continuous innovation
Excellence in client service

Environment + Sustainability

Net-Zero by 2050

Commitment to Carbon Neutrality

Aiming to achieve net-zero emissions, which involves balancing greenhouse gas emissions with carbon emissions removed from the atmosphere.

Focused on energy-efficient practices
Reducing carbon footprint
Prioritize sustainable building practices in real estate investments
Support for projects with environmental certifications (e.g., LEED)

Inclusion & Diversity

Diversity in leadership and talent acquisition
Promoting a culture of respect, fairness, and opportunity
Gender balance in recruitment and retention

Articles

Careers

William A. Millichap Fellowship Program

Internship Program

Role

Description

financial analysis

thought leadership

salesforce reporting

deal sourcing

conference attendance

proposal development

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
Develop and promote thought leadership ideas to clients
Maintain detailed tracking and reporting of business development initiatives in Salesforce
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
Schedule and attend industry conferences and events
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

Requirements

loan sales

bank analyst

excel

salesforce

structured products

teamwork

Prior career experience in residential loan sales at an established brokerage/advisory firm (consumer loan and/or MSR sales experience a plus)
Bank / FIG analyst training / prior investment bank sell side analyst coverage experience
Strong business writing skills
Likes and prioritizes work with a genuine interest in debt capital markets / real estate
Mortgage, real estate or structured products analyst training program at financial services or real estate private equity firm (bank, consulting/accounting, REIT, hedge fund)
Prior career experience in structured products, lending, special servicing, corporate development, or real estate underwriting / investment analysis at a financial institution
Attention to detail
Strong MS Excel, PowerPoint, and database skills with Salesforce experience a plus
Ability to work as part of a team
Strong drive and desire to take on responsibility
Be conversant in legacy mortgage products, securitization clean up calls, optional terminations, call rights and associated MSR matters
Fundamentally understand loan valuation, trading and buy side considerations, including first and second lien mortgages, HELs, HELOCs, compliance matters, and document / defect curing

Benefits

Information not given or found

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

Information not given or found

Security clearance

Information not given or found