Capital Markets Analyst

Primis Bank•Nashville, TN

1d•Onsite

About The Position

The Capital Markets Analyst will focus on analyzing, evaluating, and monitoring financial data, and creating reports to support Primis Mortgage within capital markets, to include developing Wall Street relationships and executing trading/hedging of the mortgage pipeline. In this role, the Capital Markets Analyst with work with leadership to help make decisions about investment activities, financial risk mitigation strategies and business development plans.

Requirements

Bachelor’s degree in finance, accounting, statistics, data analytics, economics, or another related field
Experience with data analysis and statistics
Knowledge of bank policies, procedures, and products
Effective and professional verbal and written communication skills
Exceptional interpersonal skills including ability to develop business relationships
Strong negotiation skills
Ability to work independently with minimal supervision as well as within a team environment
Flexible, able to adapt to change while prioritizing tasks and efficiently manage time
Highly motivated and detail oriented individual
Excellent problem solving skills
Excellent analytical skills
Proficient with MS Office products (i.e. Word, Excel, Outlook, PowerPoint)
Power Query, VBA, & SQL

Nice To Haves

Preferred certifications – CFA or CMSA

Responsibilities

Administer the Primis lock desk to manage all loan locks, lock extensions, lock expirations and any questions related to locks.
Ensure not expired or canceled locks on in the pipeline to allow clean data to feed the hedge model.
Monitor incoming locks for Best Efforts locks, that will need to be manually locked with the investors.
Manage all pricing concessions to assure they are within prescribed limits and report on all outliers.
Manage individual contributors and branches for overall margin, net of concessions to drive appropriate margin adjustment decisions from senior management.
Produce daily reporting for progress to/derivation from monthly company goals.
Produce monthly reporting for analysis of company performance.
Produce ad hoc reporting to address issues and facilitate strategic recommendations.
Perform complex financial analysis on various aspects of capital markets metrics to maximize revenue and minimize loss.
Evaluate financial products and loan investors within capital markets to broaden liquidity and drive revenue at the direction from the EVP Capital Markets.
Develop/manage the process for onboarding new investors/products and creating a priority matrix based on profitability, cost of implementation, and benefit to the firm; to stack rank where resources will be allocated.
Regular, reliable, and predictable attendance.