Job Information
CBRE Senior Portfolio Analyst in Houston, Texas
Senior Portfolio Analyst
Job ID
167230
Posted
25-Jun-2024
Service line
Advisory Segment
Role type
Full-time
Areas of Interest
Sales Support
Location(s)
Houston - Texas - United States of America
About the Role:
As a CBRE Portfolio Management Sr. Analyst, you will assist Portfolio Managers with managing medium to large accounts and fund portfolios.
This job is part of the Portfolio Management job function. They are responsible for managing portfolios comprised of different classes of assets.
What You’ll Do:
Assist in executing due diligence of complex transactions as well as monitoring and forecasting investments.
Provide excellent customer service and problem resolution for clients, sponsor, and internal partners.
Review and interpret high level deal documents, including joint venture agreements and monitor compliance in accordance with those documents.
Conduct research and financial evaluation of large commercial real estate properties and portfolios. Present findings that will be used to drive potential investment opportunities.
Review preliminary screens of investment opportunities. Create financial models for investments, marketing materials, and investment memos. Perform valuations of properties.
Monitor investments and meet with management regularly to provide fund research notes and update fund models.
Apply general knowledge of standard principles and techniques/procedures to accomplish assigned tasks and solve routine problems.
Have a broad knowledge of own job discipline and some knowledge of several job disciplines within the function.
Lead by example and model behaviors that are consistent with CBRE RISE values. May convince to reach an agreement.
Impact the quality of own work and the work of others on the team.
Work primarily within standardized procedures and practices to achieve objectives and meet deadlines.
Explain complex information to others in straightforward situations.
What You’ll Need:
Bachelor's Degree preferred with 2-5 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered.
Understanding of existing procedures and standards to solve slightly complex problems.
Ability to analyze possible solutions using technical experience to apply appropriate judgment and precedents.
In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc.
Strong organizational skills with an inquisitive mindset.
Advanced math skills. Ability to calculate complicated figures such as percentages, fractions, and other financial-related calculations.
Equal Employment Opportunity: CBRE is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
Candidate Accommodations: CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company’s success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccomodations@cbre.com or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).
NOTE: Some, but not all, of our positions may have an additional requirement to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing. If you have questions about the requirement(s) for this position, please inform your Recruiter.
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)