Capital Markets - Senior Analyst

BWE•Charlotte, NC

About The Position

BWE is seeking a Senior Analyst to join its growing Capital Markets Desk, which originates and sells multifamily Agency CMBS loans, primarily through Fannie Mae DUS, Freddie Mac, and Ginnie Mae programs. The role combines market research, data ownership, pricing and rate-lock support, communication, automation, and relationship development. The analyst will take ownership of assigned work and may grow toward broader capital markets responsibility as the platform scales. The Senior Analyst will own market, pricing, historical, and transaction data from source through final output; research fixed-income, Agency CMBS, macroeconomic, and commercial real estate developments; and produce recurring commentary, research, and presentations for internal and external audiences. The role also supports loan-pricing and rate-lock execution, workflow improvement using Excel, automation, and AI-enabled tools, and market-intelligence coverage for additional BWE products. The analyst will collaborate across the firm and with external market participants, contribute to developing risk and scenario analytics, and provide guidance to junior team members as the team grows. This position is intended for an experienced analyst who can deliver precise, accountable work in a time-sensitive capital markets environment. BWE describes growth opportunities as dependent on demonstrated performance, including sustained accuracy, judgment, market knowledge, communication, relationship-building, and execution readiness. Applicants must already be authorized to work in the United States on a full-time basis; BWE will not sponsor applicants for immigration benefits.

Requirements

Bachelor's degree in finance, economics, accounting, mathematics, data science, computer science, business administration, or a related field.
Generally 3+ years of relevant experience in fixed income, securitized products, Agency or commercial mortgage banking, valuation, research, trading support, or capital-markets analytics.
Advanced Excel and financial-modeling skills.
Strong analytical judgment and ability to move from data collection to interpretation, implications, and recommendations.
Excellent written, verbal, presentation, and interpersonal communication skills.
Exposure to a time-sensitive capital markets trading environment and foundational knowledge of financial markets.
Record of accuracy, follow-through, initiative, and effective work across multiple priorities and stakeholders.
Practical fluency with AI tools and sound judgment about their limitations, validation requirements, and appropriate use.
Must be currently authorized to work in the United States on a full-time basis; BWE will not sponsor applicants for immigration benefits.

Nice To Haves

An advanced degree or active pursuit of one.
Exposure to VBA, Python, SQL, Bloomberg, Salesforce, or related tools.
Series 7 and 63 licenses, prior licensing, or active pursuit of the licenses.

Responsibilities

Own assigned market, pricing, historical, and transaction data from source through final output, including validation, exception handling, documentation, and pre-distribution review.
Research fixed-income, Agency CMBS, macroeconomic, and commercial real estate developments and translate findings into supported, decision-useful market insights.
Draft and present recurring market commentary, research, and presentations for internal and external audiences.
Support loan-pricing and rate-lock execution mechanics, including market inputs, pricing indications, transaction preparation, post-transaction confirmations, and documentation.
Use advanced Excel, automation, and AI-enabled tools to improve workflows and analytical capacity while applying validation and human judgment.
Partner with the Agency Analytics team and colleagues in production, underwriting, closing, finance, risk, compliance, operations, marketing, and technology.
Develop relationships with broker/dealers, investors, Agencies, and internal clients, and support market dialogue under trader direction.
Help build research and market-intelligence coverage for other BWE products, including Life Company, private-label CMBS, and bridge lending.
Contribute to future risk and scenario analytics as the platform evolves.
Provide guidance to junior team members as the team grows.