Financial Analyst

Phoenix Capital, Inc., a leading advisory firm to the mortgage banking industry is seeking a qualified Financial Analyst to join our Analytics team. A successful candidate will perform mortgage servicing portfolio modeling and analysis, communicate directly with clients during the valuation process, and manage multiple projects concurrently and seamlessly.

Essential Duties & Responsibilities:

• Perform mortgage servicing portfolio modeling and analysis
• Communicate directly with clients during the valuation process
• Work in a high pressure, team-oriented environment
• Manage multiple projects concurrently and seamlessly switch priorities as needed
• Manage various research projects, including tracking and analyzing industry benchmarks
• Perform ad hoc projects to meet client specific requirements

Qualifications, Knowledge, and Skills:

• Understanding of mortgage banking industry, mortgage servicing rights, and discounted cash flow analysis highly preferred
• Strong analytic and problem-solving abilities and overall financial aptitude
• Advanced Excel skills and discounted cash flow modeling experience
• SQL and data management experience a plus
• Excellent written and verbal business communication, including the ability to interact with clients directly and concisely summarize details
• Comfortable with the challenges and opportunities that come with working for a smaller entrepreneurial organization
• Sound business judgment

Education & Experience:

• Undergraduate and/or advanced degrees in Finance, Financial Modeling, Accounting, or a related field preferred
• Mortgage banking experience, valuation software, etc. a plus but not required
• 1-5+ years’ experience preferred

Benefits:

• Competitive salary
• Discretionary bonus
• 401(k) including match and discretionary profit sharing
• Health insurance
• Dental insurance
• Vision insurance
• Employee assistance program
• Flexible schedule
• Paid time off

PHOENIX, the premier advisory firm for Trading, Mortgage Services, and Analytics, (in the Mortgage Banking/Financial Services sector) is excited to announce varied career opportunities for talented candidates across all business lines, including within its Sales and Client Management team for immediate hire.

After more than two decades of industry leadership, PHOENIX has successfully managed over $800 billion in MSR transactions since 2013 and provided analytic solutions to a majority of the Top 20 banks and mortgage servicers. Diverse business-lines offer high-touch trading advisory and valuations/analytics for mortgage servicing rights and whole loans, in addition to mortgage servicing oversight/QC and loan level due diligence.

Our team members integrate a comprehensive understanding of tailored client objectives, accumulated market intelligence, policy insight, and unwavering customer service to forge deep and durable relationships across the industry. Experience the PHOENIX difference and explore opportunities with us today.

Please visit us at www.phoenixtma.com

Job Type: Full-time

Annual Salary: $55,000.00 - $80,000.00, commensurate with applicable experience

Schedule: Monday to Friday

Work Location: Hybrid based in Denver, CO

Job Type: Full-time

Pay: $55,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Application Question(s):

• Will you now, or in the future, require sponsorship (i.e. H-1B visa, etc.) to legally work in the U.S.?
• If you answered "Yes" to the previous question, are you currently in a period of Optional Practical Training (OPT)?
• Please state your Bachelor's (and, if applicable, Master's) degree GPA(s)

Work Location: Hybrid remote in Denver, CO 80202