Build and maintain deep institutional relationships within the mortgage and capital markets sectors, including originators (banks / non-banks), servicers, broker-dealers, aggregators / securitizers, ratings agencies, government entities and institutional investors.
Present and position data-driven products, analytics platforms, and risk management tools tailored to capital markets needs.
Act as a subject matter expert by providing 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—such as hedging strategies, secondary market optimizations or trade ideas—that can address specific client pain points.
Provide a "strong voice" in the development of the capital markets strategic plan, advocating for new products or service enhancements based on direct client feedback and competitive landscape analysis.
Manage the full sales cycle, from initial prospecting and client engagement through trials, pricing negotiation, contract execution, and onboarding.
Develop proposals, negotiate contracts, and close deals to meet or exceed revenue targets.

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 gained on the buy-side, sell-side or at a mortgage data and analytics vendor or consultant.
Financial modeling and valuation skills using SQL and Python.
Familiarity with prevalent 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, for agency MBS, non-agency MBS and whole loan trading.
Familiarity with fundamentals of loan-level analysis for credit and prepayment risk modeling.
Proficiency in CRM tools like Salesforce to manage complex institutional pipelines.

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 managementhedging strategiessecondary market optimizationloan-level analysisprepayment risk modeling

Soft Skills

relationship buildingcommunicationnegotiationclient engagementadvocacyproblem-solvingstrategic planninginnovationpresentationcollaboration

Certifications

Bachelor's degreeMBACFAFRM