Residential Credit Investment Analyst

2 weeks ago

Austin, Texas, United States Palisades Full time
COMPANY OVERVIEW:

Palisades Group operates as an alternative asset manager within the global residential credit markets, having overseen over $35.0 billion in loans, real estate, and fixed income securities since its establishment. The firm utilizes a top-down asset allocation strategy across various sectors including residential whole loans, real estate, opportunistic credit, and fixed income in the United States, Europe, and Latin America. Clients benefit from a management style focused on control, risk management, loss mitigation, and value enhancement strategies.

As of the latest reporting, Palisades manages mortgage, real estate, and fixed income assets totaling over $17.7 billion in notional balance through separate accounts and discretionary investment funds for esteemed asset managers, private equity firms, family offices, banks, broker-dealers, and insurance companies.

Palisades offers a stimulating and challenging career environment that fosters collaboration and collegiality. The firm seeks to attract and retain talented individuals who demonstrate integrity and intellectual curiosity, encouraging team members to voice their ideas, continuously improve processes, and tackle complex challenges with enthusiasm.

POSITION SUMMARY:

Palisades is in search of an Investment Analyst to enhance its dynamic Asset Management Team.

The primary responsibility of the Analyst will be to assist in the oversight and management of residential whole loans and real estate owned properties.

This role requires a collaborative team player who is capable of engaging in cross-functional projects and effectively communicating complex concepts to both internal and external stakeholders. The position provides an opportunity to work alongside the firm's industry-leading professionals across various teams, including Data Research & Reporting, Trading & Analytics, Asset Management, Capital Markets, Transaction Management, and Collateral Management. The ideal candidate will exhibit intellectual curiosity, self-motivation, meticulous attention to detail, and the ability to meet time-sensitive deadlines. Strong written and verbal communication skills are essential.

ESSENTIAL DUTIES:
  • Review and analyze loss mitigation transactions in alignment with investor mandates to optimize portfolio returns.
  • Engage in servicer oversight discussions, prepare agendas, document meeting minutes, and create actionable items as necessary.
  • Examine portfolio trends (delinquency, foreclosure, REO, etc.) and devise strategic initiatives to drive improvement.
  • Enhance portfolio performance through regular servicer oversight and proactive default management.
  • Process draw, extension, and payoff requests in collaboration with specialty servicers and originator counterparts.
  • Acquire, maintain, and refine proprietary investment and pricing models.
  • Learn and manage proprietary mortgage databases.
  • Compile reports and presentations for investors, vendors/loan servicers, and internal stakeholders.
  • Adhere to policies and procedures while completing administrative tasks accurately and promptly.
EXPERIENCE, QUALIFICATIONS, AND SKILLS:
  • Education: Bachelor's degree in Finance, Accounting, Business Administration, or Economics from a reputable undergraduate institution.
  • Experience: 0-2 years in the residential loan market, preferably with exposure to capital markets, hedge funds, or asset management. Recent graduates with strong academic records will be considered.
  • Demonstrated ability to create spreadsheet-based reports, tools, and analyses. Proficiency in MS Excel and VBA; familiarity with MS Access, Tableau, SQL, and R is advantageous.
  • The candidate must be a collaborative team member, capable of managing multiple projects while maintaining focus, adept at grasping complex concepts, and effectively communicating with various stakeholders.
  • Ability to address advanced problems involving multiple facets and variables in both standardized and specialized scenarios.
  • The candidate should be highly motivated, capable of working independently while also thriving in team settings.
  • Exceptional verbal, written, and interpersonal communication skills, with the ability to follow instructions, train personnel, write reports, and engage clearly with customers, employees, vendors, and counterparts.
  • Experience with whole loan servicing and loss mitigation workflows is a plus.
  • The successful candidate must possess excellent organizational skills and be able to meet the demands and deadlines inherent to this role. Attention to detail is crucial.
  • An energetic individual who embraces responsibility and decision-making will be highly valued.
BENEFITS:
  • Medical, dental, and vision insurance
  • 401(k) retirement plan matching
  • Charitable giving employee matching program
  • Continuing education and professional certification expense reimbursement
  • Wellness stipend (monthly)
  • 13 paid holidays
  • 3 weeks of PTO
  • Remote work option (Fridays, after 6 week onboarding period)
  • Summer hours on Friday
  • Friday team lunches
Palisades is dedicated to fostering a positive and collaborative work environment that respects all individuals; our collective success is dependent on it. We do not tolerate workplace discrimination, violence, or harassment.

We take pride in creating a diverse environment and are committed to being an equal opportunity employer.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

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