The Oakleaf Group, LLC

  • Securitization Transaction Manager

    Posted Date 2 months ago(5/11/2018 12:33 PM)
    Job Location
  • Overview

    For a large mortgage-focused financial services client, we are seeking a Securitization Transaction Manager with experience in securitization and mortgages, to work in their Investments & Capital Markets area.  This will initially be a 6-month contract, with the prospect of conversion to a permanent role.  The role will support the sale and securitization of NPL and RPL (non-performing and re-performing) loans.


    • Work with other transaction managers, portfolio managers and traders on transactions involving mortgage securitizations.
    • Participate in execution of counterparty trades and producing settlement agreements, managing data, documentation and trade settlement activities.
    • Liaise with legal team on Offering Memoranda, transaction form agreements and bidder qualification documents.
    • Analyze trustee data, reports and other mortgage loan data to ensure transaction performance.
    • Work with internal and external stakeholders, and counterparties (broker/dealers, investors and service providers) on due diligence activities relating to securitizations and disclosures, and present findings on same.
    • As needed, use tools like Intex and Bloomberg to support securitization settlements, deal tie outs, management reporting and market surveillance.


    • Quantitative/business bachelor’s degree.
    • 5+ years in capital markets, including at least 2 years working with securitizations and deep domain knowledge of mortgages, securitization and structuring.
    • Strong MS Word, Excel, Visio, and PowerPoint; Intex and Bloomberg preferred.
    • Must thrive in a fast-paced trading environment.
    • Consulting experience preferred.


    Company Overview

    The Oakleaf Group is a mid-size consulting firm with offices in Bethesda, MD and New York, NY. Our people are our greatest assets and our company culture is grounded on that belief. Our goal is to thrill our clients and challenge and reward our employees.  As a member of the Oakleaf team, you will have an exciting opportunity to work with emerging technology, modernize financial applications, and grow in a friendly workplace where you can work independently and collaboratively. In this position the ideal candidate will work to solve complex “hot topic” issues currently faced by the financial services industry. We bring depth of experience to a wide range of highly satisfied clients, delivering trusted advice along with quantitative, technology, regulatory, and operations strategies. Do you possess the talent and dedication to be part of our growing team?


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