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Jobs / Investment Analyst in United States of America
14 days ago
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Scotiabank·14 days ago
14 days ago

Analyst, Mortgage Capital Markets, Global Capital Markets

Houston, United States of AmericaMid · 2-5 yearsInvestment Analyst

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Must-have skills for this role

  • mortgage financing
  • credit analysis
  • corporate lending
  • commercial lending

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What you'll do

  • Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
  • Prepares pitch books and marketing presentations in support of the mortgage financing and capital markets platform.
  • Assists in structuring, negotiating terms and documentation with borrowers and other third parties culminating in the closing of transactions.
  • Works on maintaining the existing portfolio by handling clients' requests related to the warehouse facilities, collateral, and customer funding requests. Also draft annual risk reviews and works on internal credit underwriting approvals. Work closely with credit officers to coordinate the requisite reviews by risk management. Work closely with trading team to ensure daily marking of positions and requisite margin call monitoring.
  • Attends due diligence meetings.
  • Reviews daily collateral reports and monitors asset performance trends.
  • Coordinates a variety of activities with the mid-office and operations teams including the closing of new and existing transactions, daily draw requests, tracking and monitoring of collateral, and providing them with updates or changes to the terms or funding of deals as required.
  • Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
  • Actively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
  • Be an active ally and advocate for Diversity, Equity and Inclusion. Strengthen a culture centered around inclusion and creating a sense of belonging for all employees.

What they're looking for

  • Demonstrates sound knowledge of mortgage financing fundamentals, with experience in agency mortgage warehouse lending preferred
  • Degree in Business or related field. MBA/CPA/CFA or other industry designation is helpful
  • Banking experience in a Corporate/Commercial lending or related environment
  • Prior experience in mortgage capital markets / mortgage warehouse financing strongly preferred
  • Requires computer (Word, Excel, PowerPoint) proficiencies as well as excellent written and oral communication skills
  • Experience in credit analysis and familiarity with legal document review required
  • A high level of commitment and a strong sense of teamwork are needed to succeed in the role
  • Roll-up sleeve attitude to support the team and internal stakeholders in a new business build and help where needed
  • Ability to prioritize, make timely and sound judgments, and succinctly communicate with senior management
  • Series SIE, 63 & 79 to be obtained in due course

Nice to have

  • MBA/CPA/CFA or other industry designation is helpful
  • Prior experience in mortgage capital markets / mortgage warehouse financing strongly preferred

Summarised by NextRaise from the employer’s description, which follows in full below.

Full description from employer

 

 

 

Requisition ID: 225611

 Salary Range:  -  

Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate’s relevant knowledge, skills, and experience.

 

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

 

Title: Analyst, Mortgage Capital Markets, Global Capital Markets 

 

Global Banking and Markets 
Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank’s strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. 

 

Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group.  

 

Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries!  We work together to drive ambition for every future! 

 

Purpose

Contributes to the overall success of the Mortgage Capital Markets team in the United States, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives.  Ensures all activities conducted follow governing regulations, internal policies, and procedures.


What You’ll Do:

  • Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
  • Prepares pitch books and marketing presentations in support of the mortgage financing and capital markets platform.
  • Assists in structuring, negotiating terms and documentation with borrowers and other third parties culminating in the closing of transactions. 
  • Works on maintaining the existing portfolio by handling clients' requests related to the warehouse facilities, collateral, and customer funding requests. Also draft annual risk reviews and works on internal credit underwriting approvals. Work closely with credit officers to coordinate the requisite reviews by risk management. Work closely with trading team to ensure daily marking of positions and requisite margin call monitoring. 
  • Attends due diligence meetings.
  • Reviews daily collateral reports and monitors asset performance trends.
  • Coordinates a variety of activities with the mid-office and operations teams including the closing of new and existing transactions, daily draw requests, tracking and monitoring of collateral, and providing them with updates or changes to the terms or funding of deals as required.
  • Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
  • Actively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct. 
  • Be an active ally and advocate for Diversity, Equity and Inclusion. Strengthen a culture centered around inclusion and creating a sense of belonging for all employees.

 

What You’ll Bring  

•    Demonstrates sound knowledge of mortgage financing fundamentals, with experience in agency mortgage warehouse lending preferred
•    Degree in Business or related field. MBA/CPA/CFA or other industry designation is helpful
•    Banking experience in a Corporate/Commercial lending or related environment
•    Prior experience in mortgage capital markets / mortgage warehouse financing strongly preferred
•    Requires computer (Word, Excel, PowerPoint) proficiencies as well as excellent written and oral communication skills
•    Experience in credit analysis and familiarity with legal document review required
•    A high level of commitment and a strong sense of teamwork are needed to succeed in the role
•    Roll-up sleeve attitude to support the team and internal stakeholders in a new business build and help where needed
•    Ability to prioritize, make timely and sound judgments, and succinctly communicate with senior management
•    Series SIE, 63 & 79 to be obtained in due course

 

Interested? 

At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That’s why we work to grow and diversify talent and engage employees in a performance-oriented culture. 

 

What's in it for you? 

Scotiabank wants you to be able to bring your best self to work – and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs. 

Location(s):  United States : Texas : Houston

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.  

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Company

Scotiabank
Houston, United States of America

Company facts come from this company's own listings. We only show what the postings themselves carry.

Sourced from Scotiabank's careers site·first seen 8 Sept 2026·last verified 8 Sept 2026·How we source jobs

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