Portfolio Managment Analyst

About The Role

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. You are responsible for managing portfolios comprised of different classes of assets.

What You’ll Do

• Aid in executing due diligence of transactions and monitoring and forecasting investments.
• Provide excellent customer service and problem resolution for clients, sponsors, and internal partners.
• Interpret deal documents, including joint venture agreements, and monitor compliance.
• Conduct research and financial evaluations of commercial real estate properties and portfolios.
• Aid in data compilation for client decisions.
• Create preliminary screens of investment opportunities to generate financial models, marketing materials, and investment memos.
• Maintain regular meetings with management to provide fund research notes and update fund models.
• Create client investment plans and maintain target portfolio spreadsheets.
• Coordinate with managers to collect questionnaire data and input it correctly into the system.
• Lead by example and model behaviors consistent with CBRE RISE values.
• Work within standardized procedures and practices to achieve objectives and meet deadlines.
• Exchange straightforward information, ask 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, including Word, Excel, Outlook, etc.
• Organizational skills with a strong inquisitive mindset.
• Intermediate math skills, including the 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.

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).