Junior Portfolio Management Associate

2 weeks ago


Dallas, Texas, United States The Hagen Ricci Group Full time

Position Overview
We are seeking a dedicated Associate Portfolio Manager to enhance the growth and performance of our residential loan and securities division.

Key Responsibilities
As part of our Portfolio Management team, you will:

  • Assist in all trading operations related to U.S. residential mortgages, including bid assessment, acquisition, sale, and securitization.
  • Collaborate with trading and financing partners to assess and investigate financing alternatives and capital market strategies.
  • Engage with various departments such as Transaction Management, Finance, Analytics, and Asset Management.
  • Contribute to the development of infrastructure with the Analytics team for effective portfolio management.
  • Support the whole loan transaction management team in monitoring due diligence and closing activities.
  • Help the finance team in reconciling and processing monthly whole loan servicer remittance data.
  • Assist in daily repo financing for securities and monthly warehouse financing for loans.
  • Evaluate different financing options, including securitized deal execution.
  • Manage daily risk exposure and portfolio profit and loss.
  • Optimize loan portfolios for sale and securitization.
  • Prepare and compile reports for senior management review.
  • Perform other duties as assigned.

Qualifications
Applicants should possess the following:

  • A Bachelor's degree in Engineering (any), Computer Science, Information Technology, Mathematics, or a related field, along with 3-5 years of relevant experience.
  • Prior experience with structured products, particularly in residential mortgages and securities, is highly desirable.
  • Proficiency in programming languages (e.g., SQL, Python) and advanced Excel skills.
  • Strong communication skills, organizational abilities, attention to detail, and the capacity to manage multiple priorities effectively.


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