Assistant Manager, Capital Markets

The role requires someone who can function under minimal direction and in a fast-paced environment, while working with a broad cross-section of the company, including Finance/Accounting, Servicing, Originations, Risk and Technology. The position focuses on analytics and business intelligence for the Capital Markets function to support lending and mortgage portfolio valuation, margin analysis, and various strategic initiatives. Working directly with business stakeholders, this role transforms complex mortgage data into actionable insights that drive business decisions and financial performance. The ideal candidate will have a working knowledge of scripts and query writing to efficiently present actionable insight when reviewing large data sets.

Job Functions and Responsibilities:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Examples below:

• Develop robust and comprehensive data analytic strategies combining data from Servicing, Originations, accounting, and secondary marketing systems.
• Write and optimize complex SQL queries to extract and combine data from multiple mortgage systems.
• Build and maintain Power BI dashboards and reports to visualize key business metrics to enable data-driven decision-making.
• Assist in integrating and streamlining data flows from different sources (e.g., Excel, databases) into centralized repositories for efficient reporting.
• Automate routine business reporting through Python scripting
• Transform raw mortgage data into meaningful business metrics through SQL aggregations and calculations
• Troubleshoot and optimize existing Python and SQL scripts, ensuring they run efficiently and scale with the growth of the business.
• Collaborate with stakeholders to understand reporting requirements and create effective visualizations in Power BI.
• Perform ad-hoc analysis and reporting tasks as needed to support various teams and initiatives.
  

Qualifications:

To perform this job successfully, an individual must have the following education and/or experience:

• 5+ years of experience with Python, including experience in automating workflows and interacting with APIs, databases, and file systems.
• Strong experience with SQL (Oracle and MSSQL) for writing efficient queries, creating joins, and optimizing performance.
• Hands-on experience with Power BI, including developing dashboards, working with DAX, and connecting to diverse data sources.
• Experience with data analysis, including transforming, cleaning, and processing large datasets.
• Ability to work independently, troubleshoot issues, and collaborate with various stakeholders within a fast-paced environment while interacting across various time zones.
• Strong communication skills to translate technical solutions into business value.

Preferred Skills:

• Familiarity with tools such as ArcGIS for geospatial analysis and integrating spatial data into workflows.
• Experience with Mortgage Lending or Capital Markets functions within the financial services, industry is a plus.
• Familiarity with automating tasks related to loan and financial data is a plus.