VP, Mortgage Analytics & Portfolio Performance

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

Job summary

Morgan Stanley Private Bank | Home Loans seeks a Vice President in Portfolio & Production Analytics to evaluate mortgage production, portfolio performance, profitability, and growth opportunities. You will leverage data, technology, and advanced analytics to deliver insights and support capital planning alongside Finance and Risk teams.

This role emphasizes ownership, analytical rigor, and the use of AI/automation to streamline workflows, with responsibilities spanning modeling, forecasting,

Qualifications

• 7+ years of experience in mortgage banking, financial services, portfolio analytics, business 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 understanding of mortgage products, origination dynamics, portfolio performance, and financial drivers preferred.
• Experience with CCAR, stress testing, regulatory reporting, or capital planning processes preferred.
• Demonstrated experience with financial modeling, profitability analysis, forecasting, and large-scale data analysis.
• Advanced proficiency in Excel and working knowledge of SQL, Python, Tableau, Power BI or comparable business intelligence tools.
• Demonstrated ability to apply AI and automation tools to enhance analytical workflows, improve efficiency, and deliver measurable productivity gains.
• Strong problem-solving capabilities, with a proven ability to independently structure complex analyses and deliver actionable recommendations.
• Excellent communication and stakeholder management skills, including experience presenting analytical findings to senior leadership.

Responsibilities

• Drive portfolio and production analytics across mortgage originations, pipeline performance, portfolio composition, client behavior, and profitability.
• Deliver actionable business insights by identifying key trends, performance drivers, emerging risks, and opportunities to improve business outcomes.
• Support CCAR and regulatory reporting, including portfolio data analysis, stress-testing inputs, forecasting, data validation, and coordination with Finance, Risk, and regulatory reporting teams.
• Develop and enhance analytical capabilities, including financial models, forecasting tools, dashboards, and management reporting to support strategic, operational, and regulatory requirements.
• Leverage AI and automation to streamline workflows, accelerate analysis, strengthen data quality and controls, and build scalable analytical solutions.
• Partner across Pricing, Sales, Finance, Treasury, Risk, Product, and Technology to support business initiatives, capital planning processes, and senior management decisions.
• Lead complex, ad hoc analyses with limited direction, translating ambiguous business questions into structured, data-driven recommendations.
• Continuously improve processes and methodologies, enhancing the efficiency, accuracy, transparency, and scalability of analytical and regulatory reporting processes.

Skills

Analytical thinking

Stakeholder management

Communication

Education

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

Tools

SQL

Python

Tableau

Power BI

Excel

Job description

Morgan Stanley Private Bank | Home Loans seeks a Vice President in Portfolio & Production Analytics to evaluate mortgage production, portfolio performance, profitability, and growth opportunities. You will leverage data, technology, and advanced analytics to deliver insights and support capital planning alongside Finance and Risk teams.

This role emphasizes ownership, analytical rigor, and the use of AI/automation to streamline workflows, with responsibilities spanning modeling, forecasting,