Finance Business Systems Sr Analyst

Cbre Valuation

  • Richardson, TX
  • 30+ days ago

    Highlights

    Trammell Crow Company (TCC) is one of the nation"s largest commercial real estate developers and owners, with a decades-long track record of delivering institutional-quality projects across industrial, office, and mixed-use asset classes. As a merchant builder, we create value through site identification, by procuring optimal entitlements, and directing the design, construction, and leasing of assets positioned to meet the needs of the market or user.

    Numbers & Facts

    LocationRichardson, TX

    Description

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    Finance Business Systems Sr Analyst

    Finance Business Systems Sr Analyst

    Référence du poste

    267786

    Posté

    16-avr-2026

    Ligne de service

    REI Segment

    Type de rôle

    À plein temps

    Centres d"intérêt

    Informatique / IT

    Localisation(s)

    Dallas - Texas - United States of America, Richardson - Texas - United States of America

    About Trammell Crow Company

    Trammell Crow Company (TCC) is one of the nation"s largest commercial real estate developers and owners, with a decades-long track record of delivering institutional-quality projects across industrial, office, and mixed-use asset classes. Our technology team is at the forefront of transforming how TCC underwrites, manages, and optimizes its portfolio - and this role sits at the center of that transformation.

    About the Role

    This is not a traditional systems analyst role. As a Senior Analyst, Underwriting Systems & Portfolio Intelligence, you will sit at the intersection of real estate finance, data engineering, and applied AI - serving as a force multiplier for TCC"s acquisitions, development, and asset management teams.

    You will own the systems, workflows, and analytical tooling that power how TCC evaluates deals and manages its portfolio. That means you"ll be as comfortable in a financial model as you are in a data pipeline - and you"ll be the person who makes both smarter.

    This role reports into TCC"s Head of Technology and works in close partnership with TCC's deal and portfolio management teams and CBRE"s broader technology organization.

    What You"ll Do

    Underwriting Systems & Automation

    • Own and continuously improve TCC"s underwriting technology stack.
    • Identify and eliminate manual, repetitive steps in the deal underwriting process through automation - reducing cycle time from initial screening to investment committee submission.
    • Build and maintain standardized underwriting template, data intake workflows, and approval routing logic that scale across markets and product types.
    • Partner with deal teams to translate deal logic into repeatable, auditable system processes.

    Portfolio Management Intelligence

    • Support the evolution of portfolio management workflows that are on Excel environments and integrate them with a centralized portfolio management application.
    • Develop dashboards, reporting tools, and data feeds that give the portfolio management team real-time visibility into portfolio performance, risk exposure, and capital deployment.
    • Maintain and improve data integrity across portfolio systems, ensuring consistency between operational platforms and reporting layers.

    AI & Deal Intelligence

    • Apply AI and machine learning concepts to help TCC distinguish signal from noise in deal evaluation - surfacing patterns in market data, comp sets, rent trends, and project economics that inform better investment decisions.
    • Work with internal and external data sources (CoStar, IM Insights Research Hub, Snowflake) to build deal-scoring models and early warning indicators for underperforming assets.
    • Partner with TCC"s Head of Technology to evaluate, pilot, and operationalize AI tools that accelerate underwriting accuracy and reduce analyst time on low-value tasks.
    • Document and maintain AI-augmented workflows with appropriate governance, auditability, and human-in-the-loop checkpoints.

    Stakeholder Partnership & Change Enablement

    • Serve as the primary technology partner for TCC acquisitions and portfolio management teams - translating business needs into system requirements and technical solutions into plain language.
    • Lead end-user training, documentation, and adoption efforts for new tools and workflows.
    • Act as a liaison between TCC business teams and CBRE IT and external vendors.
    • Log, prioritize, and resolve system issues in partnership with vendors and internal support teams.

    What You"ll Bring

    Required

    • 3-6 years of experience in a technology, data, or analytical role within commercial real estate, investment management, or financial services.
    • Hands-on experience with CRE underwriting processes and financial modeling - you understand how a deal gets built and what makes it work.
    • Advanced proficiency in Excel, including complex model construction, structured data management, and automation via macros or Power Query.
    • Working knowledge of CRE platforms such as Yardi, CoStar, or comparable systems.
    • Strong analytical mindset with the ability to identify process inefficiencies and drive practical solutions.
    • Excellent communication skills - able to translate between technical and non-technical audiences with confidence.
    • Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future

    Preferred

    • Familiarity with data platforms such as Snowflake, and BI tools such as Power BI or Tableau.
    • Exposure to AI/ML concepts, large language models, or automation tooling (e.g., Power Automate, Python scripting, or AI-assisted workflows).
    • Experience working within a CBRE-affiliated or institutional CRE environment.
    • Understanding of data governance principles and structured data management practices.
    • Bachelor"s degree in Real Estate, Finance, Information Systems, or a related field; advanced degree or relevant certifications a plus.

    Why This Role

    TCC is investing seriously in the technology that will define how institutional real estate gets underwritten and managed over the next decade. This role offers direct access to that work - with the support of a dedicated technology leadership function, the scale of a top-five national developer, and the resources of CBRE behind it. If you want to build things that matter to deal teams making nine-figure decisions, this is the seat.

    Trammell Crow Company is an equal opportunity employer committed to fostering an inclusive and diverse workplace.

    Trammell Crow

    At Trammell Crow Company (TCC), our expertise, industry leadership and the backing of CBRE have made us one of the largest commercial real estate developer in the U.S. with over $8 billion in active projects.

    For nearly 70 years, TCC has been providing a full range of development and investment services to commercial real estate occupiers and investors. As a merchant builder, we create value through site identification, by procuring optimal entitlements, and directing the design, construction, and leasing of assets positioned to meet the needs of the market or user.

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