Portfolio Managment Analyst

Portfolio Management Analyst

As a CBRE Portfolio Management Analyst, you will assist Portfolio Managers with managing small to medium 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 transactions as well as monitoring and forecasting investments.
• Provide excellent customer service and problem resolution for client, sponsor, and internal partners.
• Interpret deal documents, including joint venture agreements and monitor compliance. Provide findings to team for review.
• Conduct research and financial evaluation of commercial real estate properties and portfolios. Assist with data compilation for client decisions.
• Help with preliminary screens of investment opportunities that will allow the team to create financial models for investments, marketing materials, and investment memos.
• Monitor investments and meet with management regularly to provide fund research notes and update fund models.
• Help create client investment plans and maintain target portfolio spreadsheets.
• Coordinate with managers to collect questionnaire data and input it correctly into the system.
• Have some knowledge of standard principles with limited practical experience in applying them.
• Lead by example and model behaviors that are consistent with CBRE RISE values.
• Impact the quality of own work.
• Work within standardized procedures and practices to achieve objectives and meet deadlines.
• Exchange straightforward information asks questions and check for understanding.

What You'll Need:

• Bachelor's Degree preferred with up to 3 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered.
• Ability to use existing procedures to solve standard problems.
• Experience with analyzing information and standard practices to make judgments.
• In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc.
• Organizational skills with a strong inquisitive mindset.
• Intermediate math skills. Ability to calculate difficult figures such as percentages, fractions, and other financial-related calculations.

Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.

Why CBRE

When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values — respect, integrity, service and excellence — and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants.

Applicant AI Use Disclosure

We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process. We offer a competitive compensation package, complete with benefits (Medical/Dental/Vision/401(k)/Disability/Paid holidays/vacation).

Equal Employment Opportunity:

CBRE has 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 View email address on click.appcast.io or via telephone at View phone number on click.appcast.io (U.S.) and View phone number on click.appcast.io (Canada).