Investment Analyst / Associate jobs in United States
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Verus Mortgage Capital · 3 days ago

Investment Analyst / Associate

Invictus Capital Partners is a leading investment firm specializing in non-agency residential mortgage loans. They are seeking a high-performing Investment Analyst / Associate to support investment decisions and enhance financial models while collaborating across various teams.

AccountingBankingFinancial ServicesLendingMortgage

Responsibilities

Analyze loan-level, portfolio-level, and market data to support investment decisions across residential whole loans, structured credit, and non-agency securities
Build, maintain, and enhance financial models, quantitative tools, and data infrastructure used by multiple investment teams
Support portfolio construction, securitization, capital markets, and fund-level initiatives through project-based analytical work
Conduct cash-flow modeling, scenario analysis, and sensitivity testing to inform pricing, risk management, and strategic decisions
Assist with fund-level reporting, including performance metrics, liquidity analysis, and asset-level insights that support investor communications
Create clear, actionable materials—presentations, memos, dashboards, and reports—that translate complex analytics into decision-ready insights
Collaborate closely with senior investors, portfolio managers, capital markets, risk, technology, and operations teams
Support ad hoc analytical requests from senior leadership while managing multiple priorities with discipline and attention to detail

Qualification

Structured finance experienceFinancial modelingAdvanced ExcelSQLPythonCash-flow analysisClear communicationTeam-orientedDetail-focusedOwnership mindset

Required

1+ years of experience in structured finance, investment banking, asset-based credit, mortgage analytics, or a related analytical role
Strong technical foundation, including advanced Excel and SQL; experience with Python or similar analytical tools is a plus
Solid understanding of financial modeling, cash-flow analysis, and data-driven decision-making
Ability to distill large, complex datasets into insights that inform investment and risk decisions
Clear, confident communication skills and comfort engaging with senior stakeholders
A mindset defined by ownership and follow-through—you move quickly, take accountability, and produce high-quality work
Strong cultural alignment: team-oriented, solutions-driven, detail-focused, and committed to continuous improvement

Preferred

Exposure to whole-loan analytics, securitization concepts, structured products (ABS/MBS/RMBS), or non-agency markets is strongly preferred

Benefits

Invictus medical, dental and vision is covered at 100% for all tiers.
We offer FSA’s for healthcare, dependent care, transit and commuter costs.
Safe harbor 401(k) match of 4%; employees need 3-months of service to be eligible to participate. No vesting after that.
$80 per month cell phone reimbursement.
20 Days of PTO accrued at the beginning of the year, 10 company holidays plus sick time.
Tuition Reimbursement

Company

Verus Mortgage Capital

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Verus is a mortgage investor filling the credit void in today’s mortgage market, acquires responsible non-agency mortgage loans.

Funding

Current Stage
Growth Stage

Leadership Team

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Dane Smith
President
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Company data provided by crunchbase