Key Responsibilities & Skills
1. Must-Have Expertise
- Strong knowledge of investment banking , with a particular focus on capital allocation and capital turnover related to derivatives , especially Mortgage-Backed Securities (MBS) .
- Solid understanding of key business drivers in the securitization space , including risk assessment , hedge positioning , and asset structuring .
- Proven experience in the private credit domain , with the ability to navigate complex financial instruments and assess credit risk in non-traditional lending environments.
2. Financial Domain Expertise
- Deep understanding of financial statements (income statement, balance sheet, cash flow).
- Strong grasp of corporate finance concepts including ROE, leverage, and cost of capital.
- Knowledge of real estate finance, including MBS.
- Familiarity with REIT (Real Estate Investment Trust) reporting standards and regulatory compliance.
- Experience with capital markets, hedging strategies, allocation margins, and risk management.
3. Financial Reporting & Analysis
- Proven ability to prepare and analyze quarterly and annual financial reports.
- Experience working with SEC filings (10-K, 10-Q) and investor materials.
- Strong analytical skills in trend analysis, variance analysis, and forecasting.
- Ability to distill complex financial data into actionable insights for stakeholders.
4. Mortgage & Real Estate Domain (Preferred)
- Understanding of residential mortgage products, loan origination, and securitization.
- Experience working with or analyzing REITs, mortgage lenders, or specialty finance firms.
5. Communication & Collaboration
- Excellent communication and presentation skills, with the ability to translate financial data into business narratives.
- High attention to detail and strong analytical thinking.
- Proven track record of cross-functional collaboration with Finance, FP&A, Accounting, and Product teams (onshore/offshore).
6. Tools & Technical Proficiency
- Advanced Excel skills (pivot tables, complex formulas, macros).
- Experience with data visualization tools such as Power BI and Tableau.
- Familiarity with ERP systems (Workday preferred; Oracle Financials, SAP also valued).
- Ability to query financial data using SQL or other data extraction tools.
- Experience with financial consolidation and planning tools (e.g., FiS Integrity, Workiva, Planful).
Key Responsibilities & Skills
1. Must-Have Expertise
- Strong knowledge of investment banking , with a particular focus on capital allocation and capital turnover related to derivatives , especially Mortgage-Backed Securities (MBS) .
- Solid understanding of key business drivers in the securitization space , including risk assessment , hedge positioning , and asset structuring .
- Proven experience in the private credit domain , with the ability to navigate complex financial instruments and assess credit risk in non-traditional lending environments.
2. Financial Domain Expertise
- Deep understanding of financial statements (income statement, balance sheet, cash flow).
- Strong grasp of corporate finance concepts including ROE, leverage, and cost of capital.
- Knowledge of real estate finance, including MBS.
- Familiarity with REIT (Real Estate Investment Trust) reporting standards and regulatory compliance.
- Experience with capital markets, hedging strategies, allocation margins, and risk management.
3. Financial Reporting & Analysis
- Proven ability to prepare and analyze quarterly and annual financial reports.
- Experience working with SEC filings (10-K, 10-Q) and investor materials.
- Strong analytical skills in trend analysis, variance analysis, and forecasting.
- Ability to distill complex financial data into actionable insights for stakeholders.
4. Mortgage & Real Estate Domain (Preferred)
- Understanding of residential mortgage products, loan origination, and securitization.
- Experience working with or analyzing REITs, mortgage lenders, or specialty finance firms.
5. Communication & Collaboration
- Excellent communication and presentation skills, with the ability to translate financial data into business narratives.
- High attention to detail and strong analytical thinking.
- Proven track record of cross-functional collaboration with Finance, FP&A, Accounting, and Product teams (onshore/offshore).
6. Tools & Technical Proficiency
- Advanced Excel skills (pivot tables, complex formulas, macros).
- Experience with data visualization tools such as Power BI and Tableau.
- Familiarity with ERP systems (Workday preferred; Oracle Financials, SAP also valued).
- Ability to query financial data using SQL or other data extraction tools.
- Experience with financial consolidation and planning tools (e.g., FiS Integrity, Workiva, Planful).