The posting
The Investor Reporting Investor Accounting – Data Analytics is an entry-level position that combines financial analysis, data analytics, and technology to improve investor reporting operations.
Through comprehensive training, you'll learn how mortgage servicing data flows through reporting systems while developing technical solutions that improve reporting accuracy, automate manual processes, and provide actionable business insights.
This role is ideal for someone who enjoys working with data, writing SQL queries, solving complex problems, and continuously improving business processes. You'll work closely with Investor Reporting analysts, business leaders, and technology teams to transform data into meaningful information that supports operational excellence.
Prior mortgage servicing experience is not required, we will teach you our business.
Why Join PMSI?
At Preferred Mortgage Services (PMSI), we invest in people. We believe great analysts are developed through strong training, meaningful work, and continuous learning.
When you join PMSI, you'll have the opportunity to:
- Receive comprehensive training in U.S. mortgage servicing and financial operations.
- Work directly with experienced professionals and business leaders.
- Build specialized financial and analytical skills that are highly transferable.
- Contribute to work that supports some of the nation's largest mortgage investors.
- Grow your career through structured development opportunities and defined career paths.
- Be part of a collaborative team that values curiosity, innovation, and continuous improvement.
What Makes Someone Successful in This Role
Successful Quantitative Analysts are naturally curious about how systems work and enjoy using data to solve business problems.
They are:
- Analytical and data-driven decision makers.
- Curious about technology and automation.
- Comfortable learning SQL and new analytical tools.
- Detail-oriented and committed to data accuracy.
- Strong problem solvers who enjoy investigating root causes.
- Process improvement focused.
- Organized and able to manage multiple priorities.
- Collaborative partners who communicate technical information clearly to non-technical audiences.
- Motivated to continuously learn and expand their technical skills.
What Success Looks Like
Within your first year, successful employees typically:
- Develop a strong understanding of investor reporting operations.
- Become proficient in SQL and analytical reporting tools used by PMSI.
- Independently analyze data and research reporting issues.
- Create queries and reports that improve business visibility.
- Recommend process improvements based on data analysis.
- Successfully automate portions of manual reporting activities.
- Build trusted partnerships with operations and technology teams.
- Demonstrate readiness to support larger automation and reporting initiatives.
Responsibilities
- Learn the end-to-end investor reporting process and how financial data flows through mortgage servicing systems.
- Analyze reporting data to identify trends, exceptions, and opportunities for operational improvement.
- Write and maintain SQL queries to validate data, research issues, and support reporting activities.
- Build and maintain reports, dashboards, and data extracts that support business decision-making.
- Research data discrepancies and recommend solutions to improve reporting accuracy.
- Assist in automating manual reporting processes using SQL and other analytical tools.
- Partner with business analysts and developers to support process improvement initiatives.
- Document business requirements and assist with solution design.
- Validate reporting enhancements through data analysis and testing.
- Perform additional responsibilities as assigned.
Preferred Technical Skills
- SQL proficiency, including query development, stored procedures, and bulk data uploads.
- Strong Microsoft Excel skills (PivotTables, XLOOKUP/VLOOKUP, formulas)
- Ability to analyze large datasets
- Understanding of relational databases
- Strong mathematical and statistical reasoning
- Data visualization experience (Power BI, Tableau, or similar) is a plus
- Basic understanding of business process analysis
- Familiarity with scripting or automation tools is a plus
Preferred Professional Skills
- Strong analytical thinking
- Excellent problem-solving ability
- Exceptional attention to detail
- Strong written and verbal English communication skills
- Ability to organize and prioritize multiple projects
- Comfortable learning complex systems
- Continuous improvement mindset
- Curious and eager to learn new technologies
Qualifications
Education Required
- Bachelor's degree in Accounting, Finance, Mathematics, Economics, Physics, Statistics, Data Analysis, Industrial Engineering, or a related analytical field preferred.
Education Preferred
- Advanced degree highly preferred
- Experience with AI-driven processes or predictive analytics.
Experience
- 2+ years of professional experience.
- Internship or academic experience in finance, accounting, banking, analytics, operations, or reporting is a plus
- Demonstrated ability in mathematical, statistical, financial, or economic-related analyses.
- Mortgage servicing experience is not required.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time, with or without notice.
