Mortgage Pricing & Analytics, Assistant Vice President

Morgan Stanley • New York, NY

9d • $85,000 - $140,000 • Onsite

About The Position

Join a high-impact team shaping how we price, analyze, and deliver mortgage solutions for Morgan Stanley’s Wealth Management clients. As an AVP/Associate in Mortgage Pricing & Analytics, you’ll operate at the intersection of strategy, analytics, and execution - driving decisions that directly influence growth, profitability, and client experience.

Requirements

• 4+ years of experience in mortgage pricing, banking, financial services, or analytics-driven roles
• Bachelor’s degree in Finance, Economics, Business, Data Analytics, or a related field (advanced degree a plus)
• Strong understanding of mortgage products, rate sheets, and pricing dynamics preferred
• Solid grasp of P&L drivers, profitability analysis, and financial modeling
• Advanced Excel and VBA skills (modeling, scenario analysis, data manipulation)
• Experience with data visualization tools (e.g., Tableau, Power BI)
• Familiarity with SQL or other data querying tools is a plus
• Exposure to AI/automation tools (e.g., Python, Alteryx, or similar) to enhance analytics and efficiency
• Ability to work with large datasets and translate insights into business decisions

Nice To Haves

• Ownership mindset – you take initiative and deliver end-to-end outcomes
• Curiosity – you challenge assumptions and dig into the “why” behind the data
• Relationship builder – you collaborate and influence across teams and seniority levels
• Subject matter expertise – strong grounding in mortgage products, pricing, or financial analytics
• Attention to detail – you balance precision with speed
• Resourcefulness – you navigate ambiguity and find solutions
• Versatility – you’re comfortable wearing multiple hats

Responsibilities

• Own and evolve mortgage pricing strategies across products and client segments
• Translate market trends, competitive dynamics, and portfolio performance into actionable insights
• Partner across Sales, Finance, Treasury, Risk, and Product to deliver timely, data-driven pricing decisions
• Build, enhance, and automate analytics to inform rate setting, profitability, and deal structuring
• Support ad hoc analysis and strategic initiatives in a fast-paced, dynamic environment

Benefits

• Comprehensive financial services, which include brokerage, investment advisor, financial and wealth planning, annuities, insurance and retirement
• Lending, trust and cash management capabilities
• Banking and lending solutions built specifically to service the needs of Financial Advisors and their clients
• Ample opportunity to move about the business for those who show passion and grit in their work
• Total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level