Capital Markets Analyst

This position is located in Columbia, MO.

Whether your background is in data analysis, finance, or a related field, you can thrive in this role. We don’t require a specific degree, but we’re looking for translatable skills and relevant expertise. Specifically, we’re looking for the following qualifications:

• 2+ years of experience with Excel and SQL, plus familiarity with PowerPoint and Word

• Expert in relational databases (SQL Server, MySQL, Python), data modeling, and utilization of AI tools

• 1+ year in data warehouse engineering, leveraging business intelligence tools to drive insights

• Skilled in SQL for data analysis and integrating enterprise software to optimize workflows

• Experience with reporting, business intelligence tools, or database applications to turn data into actionable insights

About The Role:

As a Capital Markets Analyst, you'll be responsible for developing and producing both scheduled and ad hoc data extracts and reports, providing key insights to drive smart, data-driven decisions. You’ll be the go-to expert for spotting errors in our portfolio, understanding what’s behind them, and figuring out how delinquencies impact our servicing business. You’ll also collaborate with cross-functional teams to gather requirements, design reports, develop insights, and coordinate production schedules to ensure everything runs seamlessly.

Depending on your focus, you’ll specialize in one of these key areas:  

• Trading/Hedging

• Pricing

• Analyst

Here’s a snapshot of what you’d be doing:

Trading/Hedging

• Build and maintain strong relationships with broker-dealers, correspondents, and vendors.

• Model different loan scenarios, make key business assumptions, and help guide smart decision-making.

• Maximize company profits by strategically trading and hedging loans.

• Develop and refine our retain/release methodology to optimize outcomes.

• Use historical data to create theoretical hedging and trading scenarios, predicting future trends.

• Pitching in wherever needed (excluding licensed tasks) to help foster a supportive and collaborative team culture.

Pricing

• Keep us competitive by crafting daily rate sheets that balance great pricing with minimal risk.

• Perform mortgage servicing rights (MSR) modeling and valuation to manage servicing portfolios and assess asset values.

• Be the go-to person for all things related to locking—answering questions and delivering top-notch customer service.

• Pitching in wherever needed (excluding licensed tasks) to help foster a supportive and collaborative team culture.

Analyst

• Prepare and share reports with cross-functional teams to keep everyone in the loop.

• Continuously improve reporting efficiency, ensuring data integrity and presentation quality while staying sharp with reporting tools.

• Gather, process, and analyze historical data from various sources to uncover trends and insights.

• Act as the bridge between Capital Markets and other teams across the company.

• Spot errors in the data, dig into the root cause, and help drive improvements.

• Pitching in wherever needed (excluding licensed tasks) to help foster a supportive and collaborative team culture.

About You:

• You’re highly organized and know how to juggle multiple tasks without missing a beat.

• Time management? You've got it down, you know how to prioritize and get things done.

• You love digging into data, spotting trends, and thinking through "what if" scenarios.

• You’ve got strong business instincts and can take complex numbers and turn them into clear, professional insights that make an impact.

• With a strong work ethic and a demonstrated ability to work well under pressure, you’re the type of person people trust to show up consistently and get the job done.

• You’re comfortable with technology and can navigate basic computer systems with ease.

• Your strong quantitative and analytical skills help you make smart, data-driven decisions that drive results.

• Providing top-notch customer service comes naturally to you.

• You’re a great communicator—whether it’s writing or speaking, you know how to get your point across clearly and effectively.

• You thrive in a fast-paced, results-driven environment and love working as part of a team.

About Us:

We’re all about helping Veterans and military families become homeowners. In tw