Capital Markets - Senior Analyst

Bellwether Enterprise Real Estate Capital•Charlotte, NC

About The Position

BWE is seeking a Senior Analyst for 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 is close to the market and combines research, data ownership, pricing and rate-lock support, communication, automation, and relationship development. The successful candidate will take ownership of assigned work while developing toward broader capital markets responsibilities as the platform grows. The position supports research and market-intelligence coverage across commercial real estate finance, including potential expansion into Life Company, private-label CMBS, and bridge lending. It also contributes to future risk and scenario analytics and may provide guidance to junior team members as the team grows. BWE describes the role as a growth opportunity, with advancement based on sustained accuracy, judgment, market knowledge, communication, relationships, execution readiness, and enthusiasm. Applicants must be currently authorized to work in the United States on a full-time basis. BWE will not sponsor applicants for immigration benefits or assist with obtaining work permission.

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 the 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.
A record of precise 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.
Applicants 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 these licenses.
Experience with fixed income, securitized products, Agency or commercial mortgage banking, valuation, research, trading support, or capital-markets analytics beyond the generally stated 3+ years.

Responsibilities

Own assigned market, pricing, historical, and transaction data from source through final output, including validations, exceptions, documentation, and pre-distribution review.
Research fixed-income, Agency CMBS, macroeconomic, and commercial real estate developments and translate them into supported, decision-useful market insights.
Draft and present recurring 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 disciplined validation and human judgment.
Partner with the Agency Analytics team and colleagues across production, underwriting, closing, finance, risk, compliance, operations, marketing, and technology.
Develop productive relationships with broker/dealers, investors, Agencies, and internal clients while supporting market dialogue under trader direction.
Help build research and market-intelligence coverage for additional 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.