Vice President, Mortgage Analytics & Pricing Strategy

Morgan-Stanley; Town of Islip (NY); On-site; USD 110,000 - 190,000; Full time

Job summary

Morgan Stanley seeks a Vice President in Portfolio & Production Analytics in New York to drive analytics across mortgage originations and portfolio performance, delivering insights that inform growth and profitability.

You will support CCAR/regulatory reporting, develop forecasting tools, and collaborate with Finance, Risk, and Technology to build scalable analytics capabilities while leveraging AI and automation for efficiency.

Qualifications

• 7+ years of experience in mortgage banking, financial services, portfolio analytics, or related quantitative roles.
• Bachelor's degree in Finance, Economics, Mathematics, Statistics, Engineering, Computer Science, or a related field; advanced degree a plus.
• Strong knowledge of mortgage products, origination dynamics, portfolio performance and financial drivers.
• Experience with CCAR, stress testing, regulatory reporting, or capital planning preferred.
• Proficiency in Excel and BI tools; experience with SQL, Python, Tableau, Power BI.

Responsibilities

• Drive portfolio and production analytics across mortgage originations, pipeline performance, portfolio composition, client behavior, and profitability.
• Deliver actionable insights by identifying trends, performance drivers, risks, and opportunities.
• Support CCAR and regulatory reporting, including data analysis, stress-testing inputs, forecasting, and coordination with Finance, Risk, and reporting teams.
• Develop and enhance analytical capabilities with models, forecasting tools, dashboards, and management reporting.
• Leverage AI and automation to streamline workflows and build scalable analytical solutions.
• Partner across Pricing, Sales, Finance, Treasury, Risk, Product, and Technology to support business initiatives.
• Lead complex ad hoc analyses and translate questions into structured, data-driven recommendations.
• Continuously improve processes, ensuring accuracy, transparency, and scalability of reporting.

Skills

Analytical thinking

Stakeholder management

Problem solving

Communication

Education

Bachelor's degree in Finance, Economics, Mathematics, Statistics, Engineering, Computer Science

Tools

SQL

Python

Tableau

Power BI

Excel

Job description

Morgan Stanley seeks a Vice President in Portfolio & Production Analytics in New York to drive analytics across mortgage originations and portfolio performance, delivering insights that inform growth and profitability.

You will support CCAR/regulatory reporting, develop forecasting tools, and collaborate with Finance, Risk, and Technology to build scalable analytics capabilities while leveraging AI and automation for efficiency.