CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.
A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down.
CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.
Position Overview:
The Investment Analyst position is responsible for running internal valuation systems, compiling comprehensive analytical reports, and conducting detailed investment performance and hedge attribution analyses. This position will utilize data analysis experience, an understanding of financial metrics, and proficiency in relevant tools and software to help drive investment and valuation strategies.
Job Responsibilities:
Operate internal systems for asset and investment valuations, ensuring accuracy and timeliness in the data processed.
Prepare and present detailed reports on investment performance, risk, and returns, translating complex data into actionable insights for senior stakeholders.
Analyze investment performance across multiple asset classes in depth, identifying key drivers and trends.
Conduct hedge attribution analysis to evaluate the effectiveness of hedge strategies and their impact on portfolio performance.
Ensure the integrity and accuracy of data by conducting regular checks and audits on input sources.
Work closely with the investment team, risk management, and other departments to support data-driven decision-making.
Communicate findings clearly and concisely, tailoring presentations to both technical and non-technical audiences.
Identify opportunities for improving data analysis processes and propose solutions to enhance efficiency and accuracy.
Qualifications and Skills:
Bachelor’s degree in Mathematics, Statistics, Computer Science, Finance, or a related field.
1-2 years of experience in a data or financial analysis role, preferably within a financial or investment environment.
Proficient in Excel (advanced functions, pivot tables, data analysis).
Familiarity with analytical software like SQL, Python, R, or similar programming languages.
Experience with data visualization tools (e.g., Tableau, Power BI), preferred.
Knowledge of financial concepts, valuation models, and hedge strategies, preferred.
Experience with investment performance attribution and risk analysis, preferred.
Exceptional quantitative and analytical skills with the ability to work with complex datasets and draw meaningful insights.
Excellent communication skills, to present complex findings to technical and non-technical stakeholders.
Thorough attention to detail to produce accurate work.
Skilled at collaborating effectively in a team environment and across departments.
This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.
CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com
CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: https://mycrosscountrybenefits.com
California residents: Please see CrossCountry’s privacy statement for information about how CrossCountry collects and uses personal information about California applicants.
CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual’s association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.
CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit www.NMLSConsumerAccess.org.
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What We Do
Community is everything
At CCM, our vision is to become the most referred mortgage lender in every community we serve – and make a difference in the neighborhoods where you work and live.
More than a team
With such lofty ambitions, we know the importance of the individuals who call CCM home. When you work with us, you’re joining more than 7,000 doers, innovators, and mortgage makers.
We’re dedicated to getting it done
We tirelessly advocate for our clients and communities. By making every mortgage feel like a win, we can help our clients truly feel at home.
Be the difference maker
We’re proud of our philanthropic efforts and partnerships, and you’ll see them at the forefront of our work. Programs like CCM Cares show our dedication to making a difference by directly impacting the people and places in our communities.
Connected by culture, proven by performance
We’re endlessly motivated, not only by our mission, but by the people around us and values we share. From branch-sponsored community events to our annual Sales Rally, we like celebrating wins of all sizes.
NMLS3029
Equal Housing Opportunity
