CRE & Client Solutions Analyst — Risk & Portfolio Advisory

Visual Lease; Boston (MA); On-site; USD 81,000 - 109,000; Full time

Job summary

CoStar Debt Solutions in Boston, MA is seeking a CRE & Client Solutions Analyst to support onboarding, portfolio analytics, and risk-management workflows for clients. You will guide data mapping, validation, and interpretation of platform outputs for surveillance, stress testing, CECL, and refinance risk, while building strong client relationships.

Ideal candidates have 3+ years in CRE/banking or related fields, excellent communication, and proficiency with AI tools and MS Office.

Qualifications

• Bachelors degree in Finance/Real Estate or related field.
• 3+ years of CRE, banking, insurance, or investment management experience, or 3 years with a completed Masters.
• Proven client-facing experience with strong interpersonal and relationship-building skills.
• Excellent verbal and written communication skills.
• Proficiency with AI tools and Microsoft Office Suite.

Responsibilities

• Serve as a primary point of contact for client inquiries, delivering timely, professional, and solution-oriented support.
• Guide clients through portfolio onboarding, data mapping, and validation processes to ensure data quality and analytical accuracy.
• Help clients understand and apply platform outputs related to portfolio surveillance, stress testing, CECL, refinance risk, concentration analysis, and other risk-management workflows.
• Conduct portfolio analysis and investigate data, model, or workflow-related questions to support client decision-making.
• Build and maintain strong client relationships through regular meetings, training sessions, and ongoing engagement.
• Partner with internal product, modeling, and engineering teams to resolve complex technical and analytical issues.
• Identify recurring client needs and provide feedback that helps drive product enhancements and process improvements.
• Develop and maintain documentation, training materials, and best practices for both internal teams and external clients.
• Support implementation projects and contribute to creating scalable onboarding and client success processes.

Skills

Client-facing experience

Communication skills

Analytical thinking

AI tools proficiency

MS Office proficiency

Education

Bachelors degree in Finance/Real Estate or related field

Tools

SQL

Python

Risk analytics platforms

Excel

Job description

CoStar Debt Solutions in Boston, MA is seeking a CRE & Client Solutions Analyst to support onboarding, portfolio analytics, and risk-management workflows for clients. You will guide data mapping, validation, and interpretation of platform outputs for surveillance, stress testing, CECL, and refinance risk, while building strong client relationships.

Ideal candidates have 3+ years in CRE/banking or related fields, excellent communication, and proficiency with AI tools and MS Office.