Phoenix Capital, Inc., a leading advisory firm to the mortgage banking industry is seeking a qualified Transaction Analyst to join our Transaction Management Division. This role will play an important part in Phoenix Capital’s transaction execution, including comparative analysis, industry research, and marketing processes. S/he will be responsible for supporting transaction managers, portfolio analysts, account executives and executive management.
Essential Duties & Responsibilities
- Pricing and comparative analysis of real-time Phoenix transactions; including regularly updating pricing models
- Assist Transaction Managers in marketing process for portfolios of mortgage servicing rights (MSRs) and/or Whole Loans; including manipulation of loan data, marketing presentations, and administrative functions
- Prepare material for client specific presentations and perform general industry analyses for marketing purposes (e.g. synthesize complex data, trends, analyses, etc. from a variety of sources and formats into thorough, but concise reporting for internal and external purposes)
- Track and analyze industry transactions
- Coordinate with our Analytics team to review MSR and/or Whole Loan valuations pertaining to live transactions
- Assist in various research projects
- Other projects as assigned
Qualifications, Knowledge, and Skills
- Excellent written and verbal business communication as the Analyst will quickly become exposed to executive level audiences both internally and externally
- Strong analytic abilities, financial aptitude, and attention to detail
- Advanced Excel, database management and PowerPoint skills
- Experience with Alteryx, SQL, or other advanced database management/reporting tools a plus
- Capacity to learn new software programs quickly, including discounted cash flow modeling applications, various workflow, and client management tools
- Exceptional time management skills and ability to organize and prioritize tasks
- Ability to perform under pressure
- Comfortable with the challenges and opportunities that come with working for a smaller, merit-based, entrepreneurial organization
- Residential secondary marketing experience (capital markets), and/or understanding of mortgage bond pricing and discounted cash flow analysis a plus
Education & Experience
- Undergraduate and/or advanced degrees in Business, Finance, Economics, or MIS preferred
- Mortgage banking experience, valuation software, etc. a plus but not required
- 0-3 years of experience preferred
Physical Requirements:
- Prolonged periods of sitting at a desk, working on a computer, and being available and responsive via email/phone/messaging.
- Must be able to lift up to 15 pounds at times.
- (If applicable to role) Travel to meet with clients or potential clients and/or to represent the company at conferences will be required on occasion or as-needed.
PHOENIX, the premier advisory firm for Trading, Mortgage Services, and Analytics, (in the Mortgage Banking/Financial Services sector) is excited to announce varied career opportunities for talented candidates across all business lines, including within its Sales and Client Management team for immediate hire. After more than two decades of industry leadership, PHOENIX has successfully managed over $1 trillion in MSR transactions since 2013 and provided analytic solutions to a majority of the Top 20 banks and mortgage servicers. Diverse business-lines offer high-touch trading advisory and valuations/analytics for mortgage servicing rights and whole loans, in addition to mortgage servicing oversight/QC and loan level due diligence. Our team members integrate a comprehensive understanding of tailored client objectives, accumulated market intelligence, policy insight, and unwavering customer service to forge deep and durable relationships across the industry. Experience the PHOENIX difference and explore opportunities with us today.
This position is eligible for a discretionary bonus.
Phoenix Capital, Inc. offers a competitive salary, 401k plan, health, and dental insurance. Please visit us at www.phoenixtma.com.
Job Type: Full-time
Salary: $50,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Employee assistance program
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Schedule:
Work Location: One location
Job Type: Full-time
Pay: $50,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Schedule:
Ability to commute/relocate:
- Denver, CO 80202: Reliably commute or planning to relocate before starting work (Required)
Application Question(s):
- What is your Bachelor/Masters degree GPA?
- Will you now, or in the future, require sponsorship (i.e. H-1B visa, etc.) to legally work in the U.S.?
- If you answered "Yes" to the previous question, are you currently in a period of Optional Practical Training (OPT)?
- If you are currently in OPT, what is the remaining duration?
Work Location: Hybrid remote in Denver, CO 80202
