Quant Analytics-Senior Associate Job Plano area,Texas USA,Finance & Banking

Senior Associate – Mortgage Finance Analytics

Are you looking to make an impact through data-driven insights? Join our Global Private Bank team, where you'll partner with business leaders to shape strategy, enhance analytics, and support critical financial decisions. As a Senior Associate – Mortgage Finance Analytics in Asset & Wealth Management Finance & Business Management (F&BM), you will support the Global Private Bank Deposit & Mortgage business.

You will play a key role in delivering profitability insights, forecasting, and regulatory analytics while partnering closely with Finance, Credit Risk, and model stakeholders. This role offers the opportunity to own high-impact deliverables, enhance analytical capabilities, and translate complex data into actionable insights in a collaborative, control-focused environment.

Job Responsibilities

Partner with Mortgage Finance and business leadership to deliver profitability analysis, trends, and decision-support insights
Execute quarterly processes including mortgage stress testing (CCAR) and CECL reserve analytics
Analyze stress testing and reserving outputs, summarizing key themes and presenting insights to senior management
Perform ad hoc analytics to support Credit Risk, including credit cost trends and model result interpretation
Collaborate with stakeholders to enhance and monitor forecasting frameworks across revenue, credit, and prepayment risks
Support financial forecasting and outlook for mortgage-related metrics, including balance projections, NII, FTP, and client rates
Translate complex model outputs and balance sheet drivers into clear, executive-ready insights
Design and maintain analytical tools to support forecasting, model execution, and performance monitoring
Support model implementation activities, including user acceptance testing (UAT), validation, and ongoing monitoring
Ensure compliance with regulatory requirements and adherence to the firmwide Model Risk Policy
Drive process improvements through automation, simplification, and enhancement of internal controls

Required Qualifications , Capabilities, and Skills

Bachelor's degree in Finance, Economics, Business, or a related field
Experience in finance analytics, quantitative analytics, credit analytics, or forecasting
Strong analytical and problem-solving skills with the ability to synthesize data into clear insights
Advanced Excel skills, including working with large datasets and complex formulas
Working knowledge of SQL and experience querying structured datasets
Experience supporting model execution, implementation, or validation activities
Strong communication skills with the ability to effectively engage stakeholders, including senior leadership

Preferred Qualifications , Capabilities and Skills

Experience with in mortgage, lending, or credit lifecycle analytics
Familiarity with stress testing frameworks and CECL reserve methodologies
Programming experience in Python, R, SAS, or similar tools
Understanding of banking and balance sheet concepts such as NII and FTP
Experience with data visualization or analytics tools such as Tableau or Alteryx
Exposure to forecasting models, prepayment analytics, or credit risk modeling
Experience working in a regulated financial services environment