Mortgage Pricing & Analytics, Associate/AVP

Responsibilities

• Own and evolve mortgage pricing strategies across products and client segments
• Translate market trends, competitive dynamics, and portfolio performance into actionable insights
• Partner across Sales, Finance, Treasury, Risk, and Product to deliver timely, data-driven pricing decisions
• Build, enhance, and automate analytics to inform rate setting, profitability, and deal structuring
• Support ad hoc analysis and strategic initiatives in a fast-paced, dynamic environment
• What sets you apart
• Ownership mindset - you take initiative and deliver end-to-end outcomes
• Curiosity - you challenge assumptions and dig into the "why" behind the data
• Relationship builder - you collaborate and influence across teams and seniority levels
• Subject matter expertise - strong grounding in mortgage products, pricing, or financial analytics
• Attention to detail - you balance precision with speed
• Resourcefulness - you navigate ambiguity and find solutions
• Versatility - you're comfortable wearing multiple hats
• Qualifications & experience
• 4+ years of experience in mortgage pricing, banking, financial services, or analytics-driven roles
• Bachelor's degree in Finance, Economics, Business, Data Analytics, or a related field (advanced degree a plus)
• Strong understanding of mortgage products, rate sheets, and pricing dynamics preferred
• Solid grasp of P&L drivers, profitability analysis, and financial modeling
• Advanced Excel and VBA skills (modeling, scenario analysis, data manipulation)
• Experience with data visualization tools (e.g., Tableau, Power BI)
• Familiarity with SQL or other data querying tools is a plus
• Exposure to AI/automation tools (e.g., Python, Alteryx, or similar) to enhance analytics and efficiency
• Ability to work with large datasets and translate insights into business decisions
• WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
• To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
• Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
• For more information, please visit

Additional Information

Assistant Vice President/Associate, Mortgage Pricing & Analytics Private Bank | Home Loans | Morgan Stanley Join a high-impact team shaping how we price, analyze, and deliver mortgage solutions for Morgan Stanley's Wealth Management clients. As an AVP/Associate in Mortgage Pricing & Analytics, you'll operate at the intersection of strategy, analytics, and execution - driving decisions that directly influence growth, profitability, and client experience.

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