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Case Study: Mortgage Trading Analysis in Power BI

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3 hr
2,000 XP
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Course Description

Explore the Financial System with Power BI

In this Power BI case study, you will play the part of a newly hired junior trader on a trading desk for a mortgage originator. Enjoy this fast-paced and challenging case study as you learn the ins and outs of the financial system.

Play the Role of a Junior Trader

The flow of money through our economy happens on your desk as it trickles down from big investment banks to your lending firm to individual borrowers – and you’re the one making it happen.

Use Your Power BI Skills to Gain Insights

You will identify a population of mortgages to trade, evaluate each mortgage and each bid received from prospective buyers, and finally execute a trade. By the end of this case study, you will have sharpened your data modeling, DAX, and financial analysis skills, and you will have experienced a unique perspective on the banking industry.
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  1. 1

    Mortgage data

    Free

    In this chapter, you will focus on getting our data ready for trading. You’ll clean up mortgage data, create loan statuses, and amortize loan balances.

    Play Chapter Now
    Introduction to the Financial System
    50 xp
    Roles in the financial system
    100 xp
    Cleaning up the data
    100 xp
    What is a mortgage?
    50 xp
    Risky ratios
    100 xp
    Post-close process
    100 xp
    Ready yet?
    100 xp
    Paying principal
    100 xp
    Scheduled balances
    100 xp
  2. 2

    Trade on

    Bids are in on the loans, so now it's time for you to analyze the bids and determine the winners.

    Play Chapter Now
    Trading mortgages in the capital markets
    50 xp
    Bids received
    100 xp
    Compiling market data
    100 xp
    Benchmarking
    100 xp
    Trade premium
    100 xp
    Weight in gold
    100 xp
    Strike!
    100 xp
  3. 3

    Trade Profit Analysis

    Now that you've struck our trades, it's time to analyze the outcomes and Sooper Mortgage's business strategy.

    Play Chapter Now
    Pricing in profit
    50 xp
    Full circle
    100 xp
    Show me the money
    100 xp
    Target profit
    100 xp
    Story telling
    100 xp
    Make a pricing recommendation
    50 xp
    Congratulations!
    50 xp
For Business

Training 2 or more people?

Get your team access to the full DataCamp platform, including all the features.

datasets

Metadata sheetExercises and DatasetsDataCamp vs. Local Experience

collaborators

Collaborator's avatar
Iason Prassides
Collaborator's avatar
Carl Rosseel

prerequisites

Intermediate DAX in Power BIData Transformation in Power BI
Nick Edwards HeadshotNick Edwards

Analyst at Roofstock

Nick Edwards is an Analyst at Roofstock, a PropTech startup, where he uses data and BI tools to unlock the full strength of financial analysis. With over seven years of experience in finance, he realized honing data science skills would greatly benefit his career and believes it will for you, too!
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