Investment Analyst

Palisades - Austin, TX

Full-time - Entry Level

Austin, TX

Support Activities for Mining

About the position

Palisades Group is seeking an Investment Analyst to join its team in Austin, Texas, or Evanston/Chicago, Illinois. The role primarily involves supporting the Transaction Management Team in enhancing proprietary investment models, pricing residential mortgage pools, and executing transactions. The ideal candidate will be detail-oriented, a team player, and capable of managing multiple tasks while communicating effectively with various stakeholders.

Responsibilities

• Support the Transaction Management Team in building and enhancing proprietary investment models.
• Price residential mortgage pools and execute purchase and sale transactions.
• Liaise with counterparties for purchases and sales.
• Create performance and investor reports and conduct ad-hoc analysis as needed.
• Learn and maintain proprietary mortgage database through data collection and ETL processes.
• Prepare reports and presentations for investors and internal teams.
• Coordinate due diligence performed by vendors on asset purchases and sales.
• Manage delivery of loan files and ensure completeness of due diligence materials.
• Coordinate execution of trade confirmations and collateral file shipments.
• Review due diligence results against risk factors and document findings.

Requirements

• Bachelor's degree in Finance, Accounting, Business Administration, or Economics from a top undergraduate program.
• 0-2 years of experience in the residential loan market, preferably in capital markets, hedge funds, or asset management.
• Proven ability to create spreadsheet-based reports and analyses.
• Advanced knowledge of MS Excel and VBA; experience with MS Access, Tableau, SQL, and R is a plus.
• Exceptional verbal, written, and interpersonal communication skills.
• Strong organizational skills and attention to detail.

Nice-to-haves

• Experience with whole loan servicing and loss mitigation workflow.

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
• Friday hours
• Summer Friday hours
• Friday team lunches