Analyst, Mortgage Transaction Management

1 month ago

Dallas, United States Hudson Advisors L.P. Full time

Position Summary:

The Analyst will work closely with other investment professionals on small deal teams to execute on PE investment strategies within the U.S. Residential Mortgage sector. In this capacity, they will play an integral role in the acquisitions, transaction management, and servicing of new mortgage whole loans pools within Hudson’s investment management mandate for the Lone Star Funds’ private equity vehicles. The successful candidate will be exposed to a wide range of investment strategies, capital markets financing structures, and analytics in a fast paced and challenging environment.


Position Responsibilities:

  • Support all aspects of asset acquisitions, transaction management, and servicing processes to execute on Hudson’s U.S. Residential Mortgage strategy
  • Manage the settlement and acquisition of residential mortgages in both bulk and loan level transactions
  • Participate in meetings with management teams, investment banking, and capital markets financing sources
  • Provide support to asset management initiatives of existing investments including but not limited to industry tracking, asset reporting, financial analysis, developing and executing business plans and other ad hoc strategic projects
  • Build ad-hoc analysis and prepare high-level research as needed

Required Knowledge, Skills and Abilities:

  • Expert MS Excel, analytical and financial modeling skills a must
  • Knowledge or experience in U.S. Residential sector, financials, asset-backed or structured credit is a plus
  • Highly organized with ability to manage multiple processes and priorities
  • Hard working, detail-oriented, and committed to producing great end results
  • Ability to thrive in a fast-paced, rapidly changing work environment and excel at executing multiple projects at once
  • Ability to work autonomously or as a member of a team
  • A self-teacher and quick learner able to pick up the technical skills necessary for any project
  • Mortgage or consumer loan management experience (collateral, whole loan review & diligence) is preferred
  • Excellent interpersonal skills including the ability to communicate clearly and concisely with all levels of management

Education:

  • Bachelor’s Degree in Finance, Economics, or quantitative field, preferred


Experience:

  • 1-3 years of experience in an investment bank, private equity, capital markets, rating agency, or other large financial institution
  • Asset management, analytics, or advisory experience preferred
  • Preferred sector experience includes financial institutions, structured products or capital markets


Work Environment:

  • Job operates in a professional office environment
  • Role generally requires long hours – 60+ hours per week

Travel Requirements:

  • Role is based in Dallas, TX
  • Role requires limited domestic travel to NY quarterly or as needed

Desired Organizational Competencies:

  • Accountability - Demonstrates a commitment to and responsibility for accomplishing individual, team and business objectives
  • Drive - Consistently achieves challenging goals/objectives, and demonstrates an ability to create value and maximize results
  • Planning- Identifies business needs, problems and risks proactively, and develops well founded plans that specify strategies, actions/solutions, risk mitigants and desired results
  • Critical Thinking / Judgment - Commits to an action after developing alternative solutions that are based on logical assumptions and factual information and that take into consideration resources risks and organizational values
  • Adaptability - Exhibits the capacity to successfully change and evolve one’s actions, opinions and behavior as a result of changing priorities or environment
  • Communication Skills - Proactively communicates in the appropriate medium with clarity and focus at the right level to ensure delivery has the appropriate impact
  • Influential Leadership - Leads with confidence and conviction, and is able to establish credibility, trust, and respect among team members
  • Team Work - Fosters collaboration among team members and business partners, and uses capabilities to achieve team goals

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