CRE Financial Solutions Analyst

CWCapital ("CW") is a premier, full-service commercial real estate solution provider. CW Financial Services LLC ("CW") specializes in providing sophisticated capital markets structuring techniques and solutions to institutional clients in commercial real estate finance. RealINSIGHT, CW's technology firm, is a leading provider of commercial real estate finance asset management software, delivering seamless, compliant, and scalable servicing solutions through automation, data intelligence, and a borrower-first philosophy.

About the role

As an Implementation Analyst, you will work directly with clients to configure RealINSIGHT to fit their unique portfolio and business processes. This includes building Excel-based models, reports, dashboards, and data validation tools, managing the technical side of implementation from start to finish, and serving as a knowledgeable resource for clients as they learn to use the content you deliver. You will collaborate closely with a small, focused team and have real ownership over your work from day one.

Responsibilities

• Build complex reports, financial models, configuration, and analytic content.
• Manage end-to-end implementation from a technical perspective.
• Lead client meetings and participate as requested to explain topics.
• Gather business requirements, document client workflows, and translate them into system configuration and deliverables.
• Provide training for clients on use of delivered content items.
• Provide feedback and solutions for the client to better support their business within the context of the software.
• Review and understand client Excel models and reports.
• Review and understand client-specific CRE business processes.
• Analyze problems and propose solutions.
• Demonstrate strong communication and team participation.
• Exercise personal task and time management.

Requirements

• 4-year degree in Finance, Real Estate, or a related field.
• 1+ years of Excel experience.
• Internship experience in Finance/CRE preferred.
• Understanding of commercial loans, real estate, structured financing, and budgeting preferred.

Skills

• Strong written and verbal communication; able to explain technical issues to non-technical stakeholders.
• Detail-oriented problem-solver who can decompose ambiguous requests into concrete steps and solutions.
• Comfortable in a startup-like environment on a small team.
• Proficient in Microsoft Office Suite.
• Intermediate to advanced Excel user.
• Data wrangling and quality analysis.
• Report writing.
• Ability to utilize AI for efficiency.

The requirements above reflect our ideal candidate profile. If you're excited about this opportunity and believe you have the skills and drive to grow into it, we encourage you to apply even if you don’t meet every qualification listed.

Pay

Full-time salary range: $75,000–$85,000. The base salary represents just one component of the total compensation package, which may include bonuses, overtime, deferred cash (where applicable), benefits, perks, and company contributions to 401(k) plans. Compensation is influenced by individual performance, tenure, experience, geographic location, business unit needs, company performance, and market conditions.