Investment Analyst
Location: Oklahoma City, OK
Employment Type: Full-Time, On-Site
Pay: $65,000-80,000 DOE
Position Overview
Our client is a well-established financial institution seeking an Investment Analyst to support its mortgage investment activities. This role is responsible for building and analyzing financial models related to mortgage assets and supporting senior leadership with data-driven insights. The ideal candidate is analytically strong, detail-oriented, and thrives in a fast-paced, deadline-driven environment.
This position offers strong exposure to complex financial instruments and accelerated professional growth for individuals motivated by learning and impact.
Key Responsibilities
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Develop and maintain complex financial models to value mortgage assets, including whole loans, mortgage-backed securities (MBS), and mortgage servicing rights (MSRs).
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Analyze investment performance and support decision-making for mortgage investment activities.
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Partner closely with senior leaders to deliver timely and accurate financial analysis.
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Support projects with quick turnaround times and shifting priorities.
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Prepare and communicate findings clearly to both technical and non-technical stakeholders.
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Maintain accuracy and attention to detail in all analyses and reporting.
Qualifications
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Bachelor’s degree in Economics, Finance, Accounting, Statistics, Mathematics is required.
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Minimum 3.7 GPA required.
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Strong quantitative, analytical, and problem-solving skills.
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Excellent verbal and written communication skills with the ability to explain complex concepts clearly.
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Proficiency in Microsoft Excel; experience with financial modeling, valuation, or reporting tools is a plus.
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Prior experience in finance is required.
Additional Information
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This role operates in a dynamic environment with external deadlines.
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At times, work hours may exceed 40 hours per week and may include occasional weekend work.
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Ideal for self-starters who thrive in challenging, high-impact roles.