VP, Mortgage Pricing & Analytics — Growth & Insights

Morgan Stanley; Purchase (NY); On-site; USD 150,000 - 230,000; Full time

Job summary

Morgan Stanley Private Bank | Home Loans is seeking a Vice President for Portfolio & Production Analytics to drive insights across mortgage originations, portfolio performance, and profitability. You will leverage data, models, and dashboards to support strategic, operational, and regulatory initiatives while partnering with Finance, Risk, and Technology teams.

You will lead complex analyses, build scalable analytical solutions, and apply AI/automation to streamline workflows, contributing to

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, CS or related field; advanced degree a plus.
• Strong understanding of mortgage products, origination dynamics, portfolio performance and financial drivers.
• Experience with CCAR, stress testing, regulatory reporting or capital planning processes.
• 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 BI tools.
• Demonstrated ability to apply AI and automation tools to enhance analytical workflows.
• Excellent communication and stakeholder management skills.

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, risks, and opportunities.
• Support CCAR and regulatory reporting including portfolio data analysis, stress-testing inputs and forecasting.
• Develop and enhance analytical capabilities with financial models, dashboards, and management reporting.
• Leverage AI and automation to streamline workflows, improve data quality and build scalable solutions.
• Partner with Pricing, Sales, Finance, Treasury, Risk, Product and Technology on capital planning and senior management decisions.
• Lead complex ad hoc analyses and translate questions into data-driven recommendations.
• Continuously improve processes, methodologies, and transparency of reporting.

Skills

Analytical thinking

Financial modeling

Regulatory reporting

Stakeholder communication

Strategic mindset

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 is seeking a Vice President for Portfolio & Production Analytics to drive insights across mortgage originations, portfolio performance, and profitability. You will leverage data, models, and dashboards to support strategic, operational, and regulatory initiatives while partnering with Finance, Risk, and Technology teams.

You will lead complex analyses, build scalable analytical solutions, and apply AI/automation to streamline workflows, contributing to