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Investment Analyst

The Palisades Group, LLC (“Company”), an Austin-based investment firm, is looking for an Investment Analyst (“Analyst”) to join its growing and dynamic team. The Analyst’s primary job responsibility will be to support the Asset Management team in the oversight and management of residential whole loans and real estate owned properties. This is a small team and the potential candidate must be a team-player, able and willing to work on cross-over projects, able to pick up complex concepts and communicate effectively to both internal and external constituents. The position will allow the candidate to collaboratively work across the Company’s cross-functional teams (Asset Management, Trading & Analytics, Capital Markets, Data Research & Reporting, Transaction Management, and Collateral Management) and to learn from the firm’s industry leading professionals. The ideal candidate will be intellectually curious, a self-starter, have a strong attention to detail, and be able to work under time sensitive deadlines. Excellent written and verbal communication skills are required.
As of October 30, 2022, Palisades manages mortgage, real estate and fixed income assets that amount to over $8.3 billion in notional balance through a series of separate accounts and discretionary investment funds for globally recognized asset managers, private equity, family office, bank, broker dealer and insurance companies.
  • Review & analyze loss mitigation deals in coordination with investor mandates to maximize portfolio returns
  • Participate on servicer oversight calls, prepare agenda items, keep meeting minutes, and create action items as needed
  • Analyze portfolio trends (delinquency, foreclosure, REO, etc.) and create strategic campaigns to effect change
  • Enhance portfolio performance through regular servicer oversight and hands-on default management
  • Process draw, extension, and payoff requests in conjunction with specialty servicers and originator counterparties
  • Learn, maintain, and enhance proprietary investment and pricing models
  • Learning and maintaining proprietary mortgage database
  • Prepare reports and/or presentations for investors, vendors/ loan servicers, and internal constituencies
  • Follow policies and procedures and complete administrative tasks correctly and in a timely manner
  • Proven record of or ability to create spreadsheet based reports, tools, and analyses. Advanced knowledge of MS Excel; experience with MS Access, Tableau, SQL a plus
  • The candidate must be a team player, able to manage multiple projects while maintaining extreme focus, able to pick up complex concepts, and communicate effectively to both internal and external constituents
  • Ability to deal with advanced problems involving multiple facets and variables in standardized or specialty situations
  • The candidate must be highly motivated and work with minimal supervision but also work well with teams
  • Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence, and procedures, speak clearly to customers, employees, vendors, and counterparties
  • Experience with whole loan servicing and loss mitigation workflow a plus
  • The successful candidate must have excellent organizational skills and be able to meet the demands and deadlines that are a part of this position. Attention to detail is a must 
  • An energetic person that thrives on responsibility and decision-making will be sought
  • Education: Bachelor's degree in Finance, Accounting, Business Administration or Economics from a top undergraduate program
  • Experience: 0-2 years in residential loan market ideally with experience in whole loan asset management. The Company will consider a recent undergraduate with strong academic background
  • Medical, dental and vision insurance
  • 401(k) retirement plan matching
  • Charitable giving employee matching program
  • Continuing education and professional certification expense reimbursement
  • Wellness stipend (monthly)
  • 13 paid holidays
  • Remote work option (Fridays)
  • Summer hours on Friday
  • Friday team lunches
Palisades is committed to maintaining a positive and collaborative work environment that is safe and respectful of others; our shared success depends on it. Accordingly, we do not tolerate workplace discrimination, violence or harassment.
We are proud to create a diverse environment and are proud to be an equal opportunity employer.