Financial Analyst

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$55,000 - $80,000 a year

Full-time

Monday to Friday

• 401(k)
• 401(k) matching
• Health insurance
• Health savings account
• Paid time off
• Vision insurance
• Employee assistance program
• Flexible spending account
• Life insurance

Phoenix Capital, Inc., a leading advisory firm to the mortgage banking industry is seeking a qualified Financial Analyst to join our Analytics team. A successful candidate will perform mortgage servicing portfolio modeling and analysis, communicate directly with clients during the valuation process, and manage multiple projects concurrently and seamlessly.

• Perform mortgage servicing portfolio modeling and analysis
• Communicate directly with clients during the valuation process
• Work in a high‑pressure, team‑oriented environment
• Manage multiple projects concurrently and seamlessly switch priorities as needed
• Manage various research projects, including tracking and analyzing industry benchmarks
• Perform ad‑hoc projects to meet client‑specific requirements

• Understanding of mortgage banking industry, mortgage servicing rights, and discounted cash flow analysis highly preferred
• Strong analytic and problem‑solving abilities and overall financial aptitude
• Advanced Excel skills and discounted cash flow modeling experience
• SQL and data management experience a plus
• Excellent written and verbal business communication, including the ability to interact with clients directly and concisely summarize details
• Comfortable with the challenges and opportunities that come with working for a smaller entrepreneurial organization
• Sound business judgment

• Undergraduate and/or advanced degrees in Finance, Financial Modeling, Accounting, or a related field preferred
• Mortgage banking experience, valuation software, etc. a plus but not required
• 1-5+ years’ experience preferred
• Discretionary bonus

Hybrid based in Denver, CO

Schedule:

Monday to Friday

Work Location:

Hybrid remote in Denver, CO 80202

PHOENIX, the premier advisory firm for Trading, Mortgage Services, and Analytics, is excited to announce varied career opportunities for talented candidates across all business lines, including within its Sales and Client Management team for immediate hire. After more than two decades of industry leadership, PHOENIX has successfully managed over $800 billion in MSR transactions since 2013 and provided analytic solutions to a majority of the Top 20 banks and mortgage servicers.

Diverse business‑lines offer high‑touch trading advisory and valuations/analytics for mortgage servicing rights and whole loans, in addition to mortgage servicing oversight/QC and loan‑level due diligence. Our team members integrate a comprehensive understanding of tailored client objectives, accumulated market intelligence, policy insight, and unwavering customer service to forge deep and durable relationships across the industry. Experience the PHOENIX difference and explore opportunities with us today.

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