Managing Director, Portfolio Optimization

mTrade • Oxford, MS

1d • Remote

About The Position

This position will report to the revenue group, specifically the Office of President and CEO, to maximize revenue from clients. The role involves managing the optimization of client residential mortgage portfolios, including portfolio performance, interest rate risk, funding/retention strategies, and alignment between held-for-investment and held-for-sale decisions. The Managing Director will also oversee the development of the annual plan for the area, including pricing, hedging, portfolio, and execution strategies, and ensure full compliance with Financial Services standards and applicable government and industry regulations. This role requires representing mTrade with industry associations, regulatory bodies, investors, dealers, and counterparties, as appropriate. Travel is expected to visit clients and the corporate headquarters in Oxford, MS, as well as attendance at one or two trade shows annually. This position can reside anywhere in the US where the candidate is near to a major airport to facilitate client visits.

Requirements

• Managing client residential mortgage portfolios
• Understanding of portfolio performance, interest rate risk, funding/retention strategies
• Knowledge of held-for-investment and held-for-sale decisions
• Familiarity with Financial Services standards and applicable government and industry regulations
• Experience in developing annual plans including pricing, hedging, portfolio, and execution strategies
• Ability to represent the company with industry associations, regulatory bodies, investors, dealers, and counterparties
• Willingness to travel to visit clients and corporate headquarters
• Ability to attend trade shows annually

Responsibilities

• Work with the revenue group to maximize revenue from clients.
• Manage the optimization of client residential mortgage portfolios, including portfolio performance, interest rate risk, funding/retention strategies, and alignment between held-for-investment and held-for-sale decisions.
• Ensure area of responsibility is managed in full compliance with Financial Services standards and applicable government and industry regulations.
• Oversee development of the annual plan for the area, including pricing, hedging, portfolio, and execution strategies.
• Represents mTrade with industry associations, regulatory bodies, investors, dealers, and counterparties, as appropriate.
• Travel from time to time to visit clients at their locations and to visit the corporate headquarters in Oxford, MS.
• Attendance at one or two trade shows annually.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Education Level: No Education Listed