CAPITAL MARKETS ANALYST
Logan Finance Corporation · United States
- Hybrid
- Full-time
- $90,000 / year
- United States
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Job highlights
- Analyze and price mortgage loans for profitability.
- Manage investor relationships and loan sale execution.
- Develop capital markets reporting and analytics.
- Requires 2+ years mortgage capital markets experience.
- Bachelor's degree in finance or related field.
About the role
Capital Markets Analyst
Logan Finance Corporation is seeking a highly analytical and detail-oriented Capital Markets Analyst to support our growing Non-QM mortgage platform. This role is crucial for investor relations, loan sale execution, profitability analysis, and overall capital markets functions.
Position Overview
The Capital Markets Analyst will work closely with production, operations, underwriting, accounting, and executive leadership. The primary goal is to optimize loan profitability, foster strong investor relationships, and contribute to significant company growth within the Non-QM lending sector.
Key Responsibilities
Pricing & Profitability Management
- Analyze and price residential mortgage loans based on investor guidelines, market conditions, and company profitability goals.
- Manage loan-level and product-level margins to align with corporate revenue and growth objectives.
- Review pricing exceptions and concession requests, offering recommendations rooted in profitability, competitiveness, and strategic alignment.
- Conduct detailed pricing and profitability analyses to inform product development, investor selection, and business strategy.
- Evaluate the financial impact of investor pricing shifts, product improvements, and market changes on loan profitability.
- Develop and maintain sophisticated profitability models, pricing analytics, and management reporting tools.
Investor Relations & Loan Sales
- Cultivate and manage relationships with key investors and aggregators.
- Maintain up-to-date knowledge of investor guidelines, overlays, and program updates.
- Monitor pipeline status and investor commitments to ensure efficient loan delivery and execution.
- Prepare and deliver comprehensive loan sale packages and all necessary supporting documentation.
- Address and resolve post-purchase conditions and investor inquiries promptly.
- Assess new investor opportunities and execution channels to enhance profitability and operational efficiency.
Reporting & Analytics
- Develop and maintain essential capital markets reporting and dashboards.
- Analyze loan production trends, gain-on-sale performance, investor execution results, and key profitability metrics.
- Monitor loan-level profitability to identify opportunities for margin improvement.
- Provide management with actionable insights on investor performance, product trends, and market opportunities.
- Support monthly and quarterly forecasting for loan sales and capital markets activities.
Qualifications
Required
- Bachelor's degree in Finance, Economics, Accounting, Business, Mathematics, or a related field.
- 2+ years of experience in mortgage capital markets, secondary marketing, investor relations, mortgage analytics, or a related financial services area.
- Solid understanding of residential mortgage lending and secondary market fundamentals.
- Advanced proficiency in Microsoft Excel, including pivot tables, lookup functions, data analysis, and reporting.
- Strong analytical, organizational, and problem-solving skills.
- Excellent verbal and written communication abilities.
- Capacity to manage multiple priorities effectively in a fast-paced environment.
Preferred
- Experience with Non-QM lending products and investor programs.
- Familiarity with loan sale execution, investor delivery processes, and post-purchase reviews.
- Experience with Encompass and other mortgage reporting platforms.
- Experience utilizing business intelligence and reporting tools like Power BI, Tableau, or SQL.
- Understanding of gain-on-sale analysis and mortgage profitability metrics.
Key skills/competency
- Capital Markets Analyst
- Mortgage Lending
- Secondary Marketing
- Investor Relations
- Profitability Analysis
- Financial Modeling
- Loan Sales
- Data Analysis
- Microsoft Excel
- Non-QM Lending
Skills & topics
- Capital Markets Analyst
- Mortgage Capital Markets
- Secondary Marketing
- Investor Relations
- Loan Sales
- Profitability Analysis
- Financial Analysis
- Mortgage Lending
- Non-QM
- Finance
How to get hired
- Tailor your resume: Highlight your 2+ years of mortgage capital markets or secondary marketing experience, emphasizing advanced Excel skills and analytical abilities.
- Showcase your knowledge: Clearly demonstrate your understanding of residential mortgage lending, Non-QM products, and investor guidelines in your application.
- Prepare for analytics: Be ready to discuss your experience with pricing, profitability modeling, and gain-on-sale analysis during the interview.
- Research Logan Finance: Understand their Non-QM platform and growth initiatives to align your skills with their strategic objectives.
- Network and apply: Connect with team members on LinkedIn and apply directly through the company's careers page for prompt consideration.
Technical preparation
Master advanced Excel functions.,Practice mortgage pricing models.,Review Non-QM investor guidelines.,Study gain-on-sale analysis.
Behavioral questions
Describe a complex financial analysis you performed.,How do you manage competing deadlines?,Tell me about a time you improved a process.,How do you handle investor inquiries?
Frequently asked questions
- What is the primary focus of the Capital Markets Analyst role at Logan Finance Corporation?
- The Capital Markets Analyst at Logan Finance Corporation primarily focuses on optimizing loan profitability, managing investor relations, executing loan sales, and conducting in-depth profitability analysis for the company's Non-QM mortgage platform.
- What specific experience is required for the Capital Markets Analyst position?
- The role requires a Bachelor's degree in a relevant field (Finance, Economics, etc.) and at least 2 years of experience in mortgage capital markets, secondary marketing, investor relations, or mortgage analytics.
- What are the key technical skills needed for this Capital Markets Analyst job?
- Advanced Microsoft Excel skills are essential, including pivot tables and data analysis. Familiarity with mortgage reporting platforms like Encompass, and business intelligence tools such as Power BI, Tableau, or SQL is preferred.
- Does Logan Finance Corporation offer opportunities for career growth in capital markets?
- Yes, Logan Finance Corporation is a growing platform, and this role is designed to contribute to growth initiatives. Success in this Capital Markets Analyst position can lead to expanded responsibilities and opportunities within the firm.
- What is the importance of Non-QM lending experience for this Capital Markets Analyst role?
- Experience with Non-QM lending products and investor programs is highly preferred, as the role specifically supports Logan Finance Corporation's growing Non-QM mortgage platform. It demonstrates a crucial understanding of the market segment.
- How does the Capital Markets Analyst contribute to the company's strategic decisions?
- The analyst contributes by providing actionable insights based on pricing and profitability analysis, evaluating new investor opportunities, and supporting forecasting. This data-driven input helps shape product development, investor selection, and overall business strategy.