Accomplished Senior Mortgage Trading Analyst with a proven track record at PennyMac Financial Services, leveraging expertise in Tradeweb, Bloomberg, and SQL to develop innovative trading tools and strategies.
Overview
2
2
years of professional experience
Work History
Senior Mortgage Trading Analyst
PennyMac Financial Services
10.2024 - Current
Worked closely with technology teams to develop cutting-edge tools and infrastructure that supported the evolving needs of the trading function.
Devised daily hedging strategies worth over 250+ million, executing mortgage-backed security trades to mitigate risks associated with acquisitions of correspondent loans and internal loan originations
Fostered and sustained key partnerships with 35+ Wall Street securitized product buyers to pinpoint financially optimal loan sale opportunities in secondary market
Mortgage Trading Analyst
PennyMac Financial Services
06.2023 - 10.2024
Trade To-Be Announced (TBA) Securities, specific pool mortgage-backed securities, and Community Reinvestment Act (CRA) eligible mortgages, targeting Wall Street dealers and banks on Tradeweb and Bloomberg to maximize PennyMac's secondary market execution
Troubleshoot live issues within PennyMac's proprietary system for over 300 clients and 23 account executives to deliver uninterrupted functionally of the bulk bid operation and overall business continuity
Provided training and mentorship to 5+ junior analysts, fostering a culture of continuous learning within the team.
Financial Project Paid Intern
Dignity Hospice
08.2023 - 12.2023
Compiled and analyzed data to generate 3 year projected operating cash flow and a high and low cash flow scenario
Computed revenue to cost ratios for 3 years of projected income and expenses
Conducted weekly meetings with CFO, presented projected cash flows and ratios to senior management and CEO