DataCamp

Case Study: Mortgage Trading Analysis in Power BI

Name: Case Study: Mortgage Trading Analysis in Power BI
Availability: InStock
Rating: 4.8 (281 reviews)

4.8(281)3k studentsINTERMEDIATEEnglish

Korshub's take

The Korshub Take

This intermediate Power BI case study puts learners in the role of a junior mortgage trader. It offers an engaging look into financial mechanics and banking workflows, using Power BI to evaluate mortgage portfolios and execute trades in a simulated trading environment.

Who It's For

Power BI users and financial analysts interested in real-world applications of data modeling and DAX within mortgage originations and secondary trading desks.

Key Takeaways

Financial Data Modeling: Build custom data models in Power BI to evaluate mortgage populations, lender bids, and buyer requirements.
DAX for Trading: Apply DAX calculations to evaluate mortgage bids, assess pricing dynamics, and inform trading decisions.
Industry Perspective: Gain practical familiarity with how funds flow between investment banks, mortgage originators, and retail borrowers.

About this course

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.