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Finance and Accounting

Senior Associate (Finance) at The Oakleaf Group Full Time

The Oakleaf Group is a mortgage and financial services consulting firm with expertise in risk management and financial modeling for the mortgage and banking industries. Our clients are banks and non-bank mortgage firms, government agencies, law firms, insurance companies, institutional asset managers, and hedge funds.

We differentiate ourselves through our approach to the relationships with our clients. We begin with the belief that each client relationship will be ongoing, spanning multiple projects/engagements. We invest in communication and research to ensure that we fully understand the drivers of every client’s short- and long-term success. We align our goals with those of our clients, and we continuously monitor and adjust to ensure that the relationship stays strong.

The Oakleaf Group is seeking a Senior Associate III to support our Modeling & Analytics team. This is an exciting opportunity to work in a fast-paced environment, collaborating with colleagues and clients, and supporting our litigation and bond administration advisory services. The Senior Associate III will provide research, data management, and data provisioning support on a variety of projects. Seeking a fast learner with the ability to pick up new tools and concepts quickly. This is a fully remote role.

Responsibilities:

  • Develop both production-level and ad-hoc technical solutions for data analysis, simulation, scraping, and warehousing to support mortgage risk analytics projects.
  • Utilize and enhance existing Oakleaf products and tools (such as ETL, data scraping, damage calculations, etc.).
  • Collaborate with internal and external users/clients to analyze business requirements and convert requirements to technical solutions.
  • Support and contribute to external business analytics projects and processes to provide data-driven insights used to advise the client and develop strategies for operational improvements and future business initiatives.
  • Use statistical methods, modeling, analytical methodologies, and data analysis to develop and deploy tools including dashboards, infographics, reports, and models to inform and support decision-making.
  • Mine, process, and analyze internal and external data using KPIs, business results, industry sources, competitor intelligence, and customer information.
  • Develop a good understanding of the business’s model, objectives, issues, and challenges by interacting and collaborating with users and stakeholders.
  • Contribute to cloud application development efforts, including designing, coding, testing, and deploying applications on cloud platforms.

Requirements:

  • Bachelor’s or Advanced Degree in computer science, information systems, or relevant analytical / engineering disciplines.
  • 7+ years of quantitative analysis and software development experience in the financial services industry, preferably in a consulting environment.
  • Strong, well-rounded Python skills to develop production-level data processing tools and analytics platforms.
  • Strong SQL programming skills.
  • Strong problem-solving and critical-thinking skills.
  • Nice-to-have skills: Java, C++, SAS, R, VBA, and/or Big Data experience.
  • Experience with cloud application development, including deploying applications on cloud platforms (e.g., AWS, Azure, Google Cloud).
  • Ability and initiative to work independently and on a team to meet project goals.
  • Understanding of mortgage loan data, particularly loan performance and mortgage servicing data.
  • Familiarity with statistical methods, modeling, and analytical methodologies.
  • This is a remote position and requires the ability to work in a home office environment with the ability to work effectively surrounded by moderate home environment noise.

Compensation & Benefits

The Oakleaf Group offers a competitive compensation based on the candidate’s skills and experience. Oakleaf offers healthcare benefits to include health, dental, and vision plans as well as other benefits in accordance with applicable Federal or State law.

Equal Employment Opportunity
The Oakleaf Group is an equal opportunity employer committed to hiring a diverse workforce and sustaining an inclusive culture. The Oakleaf Group does not discriminate on the basis of race, ethnicity, religion, sex, color, national origin, age, sexual orientation, gender identify or expression, mental or physical disability, genetic information, veteran status or any other basis prohibited by applicable law.
Accommodations
Oakleaf is committed to providing equal employment opportunity to all job seekers. Reasonable accommodations for job seekers with disabilities will be provided. Individuals with a disability that are unable to use our online tools to search and/or apply for jobs should email accomodations@Oakleaf.com, include “Applicant Accommodation” in the subject line of the email, and specify the assistance needed in the body of the email. Please note that this mailbox is reserved for job seekers who need to request an accommodation to apply for a job. Emails, for any other reason, will not receive a response.

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