Build and maintain deep institutional relationships within the mortgage and capital markets sectors.
Present and position data-driven products, analytics platforms, and risk management tools tailored to capital markets needs.
Provide real-time industry perspectives to the product team to support innovation and solution packaging.
Use data and analytics tools to mine for data-backed opportunities that can address specific client pain points.
Manage the full sales cycle, from initial prospecting and client engagement through trials, pricing negotiation, and onboarding.

Requirements

Bachelor's degree in Finance, Economics, or a related field.
Advanced certifications like a MBA, CFA (Chartered Financial Analyst) or FRM (Financial Risk Manager) preferred.
Minimum 5–7 years in mortgage capital markets data and analytics.
Financial modeling and valuation skills using SQL and Python.
Familiarity with mortgage trading and modeling platforms and risk management systems including Bloomberg, Intex and Yieldbook.
Expertise with mortgage and MBS market data, both public and vended.
Familiarity with fundamentals of loan-level analysis for credit and prepayment risk modeling.
Proficiency in CRM tools like Salesforce.

Benefits

Great compensation package and bonus plan.
Core benefits including medical, dental, vision, and matching 401K.
Flexible work environment, ability to work remote, hybrid or in-office.
Flexible time off including volunteer time off, vacation, sick and 12-paid holidays.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial modelingvaluationSQLPythondata analyticsrisk managementloan-level analysiscredit risk modelingprepayment risk modeling

Soft Skills

relationship buildingpresentationcommunicationclient engagementnegotiation

Certifications

Bachelor's degreeMBACFAFRM