Equity Investment Analyst, Listed Real Assets
CBRE · Radnor, PA · 2 days ago
Sales$11/hrFull-time
CBRE InvestmentManagement Listed Real Assets is an investment management firm specializing inthe management of real asset securities including listed real estate andinfrastructure. The firm is headquartered in Radnor, Pennsylvania and hasbeen managing assets for institutions since 1984. CBRE Investment Managementoffers a variety of investment solutions including separateaccounts, mutual funds, and closed-end funds. CBRE Investment Management servesclients around the globe including public and corporate clients, foundations,universities and endowments, domestic and foreign government entities(including state and municipal), insurance companies, private investmentvehicles (unregistered investment companies), and individual investors. As of December 31, 2025, CBRE InvestmentManagement manages $11 billion in assets. CBRE Clarion is a registeredinvestment advisor with the SEC under the Investment Advisers Act of 1940. Job Description The availableposition is for an Equity Investment Analyst on the listed real estate (REITs)team. As an analyst you will be part of the US Investment Team tasked with theanalysis of publicly traded real estate companies with the ultimate goal ofconstructing portfolios that outperform stated benchmarks across marketenvironments. We are seeking a detail-oriented, intellectually curious investorwith genuine passion for equity and real estate markets. The successfulcandidate will be responsible for providing high-quality analytical support tothe US Investment Team, with the eventual goal of direct company/sectorcoverage over time. Specific Duties Include, But Are Not Limited To Undertaking rigorous, detail-driven fundamental research and recommending securities for inclusion in our listed real estate portfolios,Research includes analysis of public documents and SEC filings, quarterly earnings releases, property market fundamentals data, and macro factors,Development, maintenance, and quality-control of company earnings and valuation models, with a high bar for accuracy and internal consistency,Engagement with REIT management teams, internal CBRE resources and sell side analysts, On-site market research to assess the relative growth prospects and quality of REIT portfolios, Attend industry conferences,Ad hoc analytical projects for members of the portfolio management team. Performance Skills Ability to work independently with minimal oversight, while promoting and contributing to a strong team dynamic; proactive in identifying where our expectations for earnings and asset values differ from market consensus,Focus effectively on several tasks or projects at one-time,Exceptional attention to detail,Strong Excel and AI skills and complex modeling ability,Strong verbal and written communications skills. Qualifications Bachelor’s degree in Economics, Finance, Real Estate, Quantitative Finance, Math, or related fields,0–5 years of experience in equity research, real estate investment, investment banking, or other relevant investment experience; prior exposure to listed real estate or REIT analysis is a plus,Previous experience within the investment market with a demonstrated record of success,Strong quantitative and problem-solving skills required; must be comfortable working with large datasets,Genuine interest in equity markets and real estate securities; familiarity with REIT fundamentals, real estate underwriting, capital markets, and/or corporate finance is strongly preferred,Strong Microsoft Excel skills are required; proficiency in Claude and financial databases preferred,Familiarity with financial statements and understanding of investments, portfolio concepts, financial markets, and performance measurement is preferred,Exposure to FactSet a plus,Chartered Financial Analyst (CFA) designation or a willingness to pursue the designation. Training All CBREInvestment Management personnel receive on-the-job and formal training. Thenature and length of this training depends on the individual’s position, priorexperience, and educational background. Other Information CBRE InvestmentManagement has formal hiring policies that are designed to ensure that newemployees are qualified for their job responsibilities. Hiring policies includerequiring minimum experience and references. CBRE Investment Management checksthe employment backgrounds, as well as credit and criminal histories, of allnew employees. All new employees arerequired, as a condition of employment, to successfully complete a drugscreening. 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 recruitingaccommodations@cbre.com or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).