Purpose of Role
Responsible for managing a team of Portfolio Analysts focused on monitoring portfolio performance managing market and financing risks reporting on portfolio P&L and building analytical tools to conduct daily business. Primary products will be HECM buyouts HECM MSR and HomeSafe loans. Also responsible to conduct market research and analysis to identify strategic opportunities to maximize portfolio returns.
Key Responsibilities and Expectations
- Manages HECM buyout securitizations by working closely with the rating agencies and dealers focusing to optimize the balance sheet risk related to current and future HECM buyouts.
- Engages in HECM MSR pricing activities and monitors the pricing decisions for new HECM loans.
- Works closely with the Capital Markets team around the execution of HMBS trades.
- Works closely with the Valuation and Analytics team regarding model performance and forecasting assumptions and align cash flow forecasts within GAAP models.
- Advises on key risks for HomeSafe notably the home price forecast impacts to the existing portfolio risk.
- Develops or utilizes third-party home price indices to generate geography specific pricing adjustments for HomeSafe program.
- Directs a team of Portfolio Analysts to monitor portfolio performance and risks by applying financial metrics and risk models to identify and mitigate potential threats to returns.
- Builds analytical tools by developing financial models automating data visualization and integrating technology to enhance portfolio analysis and decision-making.
- Manages hedging and P&L optimization by assessing market data adjusting risk exposure and implementing portfolio strategies to improve financial outcomes.
- Remains abreast of industry trends products best practices technologies competitive landscape and legal and regulatory changes to modify strategic plans and improve legal and regulatory compliance.
- Performs other duties as assigned.
Reports To
Direct Reports
3-5 Portfolio Analyst II
Qualifications - Experience/Skills/Competencies
- Minimum 8 years of experience working developing and updating financial models preferably for a financial services or mortgage lending organization.
- Strong understanding of financial markets and economic indicators with strong analytical and critical thinking skills.
- Financial modeling and data analysis abilities.
- High aptitude for learning new forms of technology and tools.
- Ability to make informed decisions even when faced with ambiguity.
- Excellent verbal and written communication skills.
- Highly proficient with Microsoft Word Excel PowerPoint and Outlook.
- Detail oriented and focused.
Qualifications - Education - Required
Qualifications - Education - Field(s)/Profession(s)
- Economics Mathematics Statistics or related.
Compensation
The base salary range for this position is ($200000 - $220000) inclusive of all geographical differences in the labor market. The base salary for the position will be determined based on factors such as the candidates work location skills education and addition to those factors we believe in the importance of pay equity and consider the internal equity of our current team members in determining any final offer. We offer a competitive benefits package including health dental vision life insurance paid time-off benefits flexible spending account 401(k) with employer match and ESPP.
Additional Information
The application deadline for the job opportunity is 12/22/2025.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.
Finance of America is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race color sex (including pregnancy) sexual orientation religion creed age national origin physical or mental disability gender identity and/or expression marital status veteran status or other characteristics protected by law.
Required Experience:
Exec
Purpose of RoleResponsible for managing a team of Portfolio Analysts focused on monitoring portfolio performance managing market and financing risks reporting on portfolio P&L and building analytical tools to conduct daily business. Primary products will be HECM buyouts HECM MSR and HomeSafe loans. ...
Purpose of Role
Responsible for managing a team of Portfolio Analysts focused on monitoring portfolio performance managing market and financing risks reporting on portfolio P&L and building analytical tools to conduct daily business. Primary products will be HECM buyouts HECM MSR and HomeSafe loans. Also responsible to conduct market research and analysis to identify strategic opportunities to maximize portfolio returns.
Key Responsibilities and Expectations
- Manages HECM buyout securitizations by working closely with the rating agencies and dealers focusing to optimize the balance sheet risk related to current and future HECM buyouts.
- Engages in HECM MSR pricing activities and monitors the pricing decisions for new HECM loans.
- Works closely with the Capital Markets team around the execution of HMBS trades.
- Works closely with the Valuation and Analytics team regarding model performance and forecasting assumptions and align cash flow forecasts within GAAP models.
- Advises on key risks for HomeSafe notably the home price forecast impacts to the existing portfolio risk.
- Develops or utilizes third-party home price indices to generate geography specific pricing adjustments for HomeSafe program.
- Directs a team of Portfolio Analysts to monitor portfolio performance and risks by applying financial metrics and risk models to identify and mitigate potential threats to returns.
- Builds analytical tools by developing financial models automating data visualization and integrating technology to enhance portfolio analysis and decision-making.
- Manages hedging and P&L optimization by assessing market data adjusting risk exposure and implementing portfolio strategies to improve financial outcomes.
- Remains abreast of industry trends products best practices technologies competitive landscape and legal and regulatory changes to modify strategic plans and improve legal and regulatory compliance.
- Performs other duties as assigned.
Reports To
Direct Reports
3-5 Portfolio Analyst II
Qualifications - Experience/Skills/Competencies
- Minimum 8 years of experience working developing and updating financial models preferably for a financial services or mortgage lending organization.
- Strong understanding of financial markets and economic indicators with strong analytical and critical thinking skills.
- Financial modeling and data analysis abilities.
- High aptitude for learning new forms of technology and tools.
- Ability to make informed decisions even when faced with ambiguity.
- Excellent verbal and written communication skills.
- Highly proficient with Microsoft Word Excel PowerPoint and Outlook.
- Detail oriented and focused.
Qualifications - Education - Required
Qualifications - Education - Field(s)/Profession(s)
- Economics Mathematics Statistics or related.
Compensation
The base salary range for this position is ($200000 - $220000) inclusive of all geographical differences in the labor market. The base salary for the position will be determined based on factors such as the candidates work location skills education and addition to those factors we believe in the importance of pay equity and consider the internal equity of our current team members in determining any final offer. We offer a competitive benefits package including health dental vision life insurance paid time-off benefits flexible spending account 401(k) with employer match and ESPP.
Additional Information
The application deadline for the job opportunity is 12/22/2025.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.
Finance of America is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race color sex (including pregnancy) sexual orientation religion creed age national origin physical or mental disability gender identity and/or expression marital status veteran status or other characteristics protected by law.
Required Experience:
Exec
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