Investments & Capital Markets Operations Associate
About The Position
This role will be a part of the Mortgage Backed Securities (MBS) Operations team within Investment and Capital Markets (I&CM) Operations. MBS Operations provides direct functional support to the Agency, Cash Window, Loan Portfolio Management & Structuring desks within the I&CM Division as well as the Multifamily trading desk. This role will be based in McLean, VA. Our Impact: Provide back-office trade support functions such as new security set ups, trade confirmations, settlements, clearance and reconciliations for Mortgage Backed Securities and related products. Responsible for executing and maintaining SOX and non-SOX (operational) controls.
Requirements
- 0-2 years of related experience in the finance and mortgage industry and experience with Capital Markets products preferred
- Bachelor’s Degree in Finance, Business Administration or related discipline or an equivalent combination of education and experience
- Proficient in Excel but also a desire to grow technical macro skills
- Familiarity with generative AI tools (such as ChatGPT, Claude, or Gemini) and a willingness to use them to streamline daily tasks, research, and content drafting
- Multi-task/prioritize
- Ability to work in a team environment as well as autonomously under high pressure situations and sensitive deadlines
- Knowledge of Fixed Income Investment products, specifically Mortgage Backed-Securities
- Strong problem-solving skills and meticulous attention to detail
- Desire to grow professionally
Responsibilities
- Perform trade confirmation, settlement, clearance, and reconciliation activities
- Serve as primary support to portfolio managers on the Agency Portfolio Management team.
- Support in all functions related to trade entry, data recording, ad-hoc analysis, and risk management
- Exercise discretion and independent judgment with documentation and procedures to facilitate effective settlement of asset purchases and sales in a timely and controlled manner
- Identify and resolve data discrepancies and trade fails
- Interface with and communicate to external Brokers and Dealers and internal business areas
- Prepare daily, weekly, and monthly reports as needed
Benefits
- competitive compensation
- market-leading benefit programs
- annual incentive program
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
