Taxable Fixed Income Senior Research Associate

Key Responsibilities and Duties

• Daily proactive management of loan acquisition process, including liaising with clients, coordinating with key internal partners, third parties, loan servicers.
• Evaluating analytics supporting pricing activity and best-ex analysis.
• Completing pricing analyses and coordinating all steps needed for an efficient and timely closing of each deal.
• Respond efficiently and effectively to client and internal inquiries.
• Evaluate and underwrite new originator opportunities and manage onboarding process.
• Coordinate origination and closing process end-to-end, including receipt of all necessary documentation from clients and due diligence to review investments.
• Perform detailed collateral analysis on all residential mortgages.
• Use stratifications and other reporting tools to effectively convey pool characteristics, concentrations, distributions, and risks. Proactively determine missing, incomplete, and inaccurate information.
• Assist with the underwriting development process, including identifying thorough financial packages for underwriting purposes, proactively identifying and solutioning potential underwriting issues, and detailed credit risk analysis.
• Respond to data quality questions and research/resolve all issues.
• Reporting and tracking whole loan pipeline management and trading.
• Perform ad hoc reporting as needed on the Securitized Products Research team.
• Promote a culture of innovation by continuously challenging the staff to seek out process improvement initiatives, automation enhancements and idea generation to ensure the transactions are being run optimally.
• Surveil and optimize database management and reporting between multiple source data.
• Identify and structure mortgage loan opportunities during conversations with clients, originators and/or other integrated team members.
• Partner with senior Mortgage Specialists to market and promote Nuveen mortgage solutions platform including commercialization of whole loan investment strategies.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 2+ Years Required; 3+ Years Preferred

Physical Requirements

• Sedentary Work

Required Qualifications

• Minimum 2+ years of experience in fixed income research and investments

Preferred Qualifications

• 3+ years of experience in securitized products loan-level analysis
• Background in residential mortgage investing or analytics is strongly preferred
• Proficiency in industry-standard tools including Excel, Bloomberg, INTEX, and Yieldbook
• Database management skills and/or some coding experience is a plus

Related Skills

• Asset Valuation
• Capital Markets
• Collaboration
• Communication
• Credit Analysis
• Data Analysis
• Financial Modeling
• Fixed Income Investments
• Investment Research/Analysis
• Investments
• Market/Industry Dynamics
• Research Synthesization
• Sector Expertise
• Underwriting