Jobs · Analyst · California

Senior Performance Analyst

CBRE · Los Angeles, CA · 3 days ago
Analyst$117k/yrFull-time
About The Role CBRE’s Investment Accounting &Reporting Solutions group is seeking a Senior Performance ReportingAnalyst to join its Performance Reporting team. The PerformanceReporting team calculates, validates, analyzes, and reportsinvestment performance and portfolio metrics for institutionalprivate real estate funds in support of client reportingrequirements. What You’ll Do Calculate fund-, investor-, and investment-level performance including money-weighted returns, time-weighted returns and investment multiples. Calculate property-level income, capital, and total returns in accordance with NCREIF methodology.Review and validate accounting, valuation, cash flow, and investment data used in performance calculations; investigate and resolve discrepancies in collaboration with Fund Accounting and Financial Operations teams.Calculate, analyze, and update performance results and portfolio metrics for quarterly financial statements, consultant questionnaires, client presentations, RFPs, due diligence questionnaires, regulatory reporting, and ad hoc client inquiries, ensuring accurate and timely delivery in accordance with established reporting deadlines.Calculate and maintain GIPS® composites and related performance information in accordance with established policies and procedures.Coordinate and support the annual GIPS® verification process, including preparing supporting documentation, responding to verifier inquiries, and assisting with the timely resolution of identified items.Validate the accuracy and consistency of data used for MSCI real estate benchmarking and performance attribution analysis.Perform data validation and user acceptance testing related to system implementations, upgrades, enhancements, and changes to performance calculation methodologies.Maintain comprehensive documentation of performance methodologies, controls, processes, and procedures, and ensure established procedures are consistently followed.Foster a culture of continuous improvement, process standardization and operational efficiency.Respond to client and internal performance-related inquiries in a timely and professional manner. What You’ll Need To perform this job successfully, anindividual will need to perform each crucial duty satisfactorily. Therequirements listed below are representative of the knowledge, skill,and/or ability required. Reasonable accommodations may be made toenable individuals with disabilities to perform essential functions. Bachelor’s degree in business, preferably in accounting or finance.Three or more years of relevant professional experience in investment performance, investment reporting, fund accounting, real estate investment management, or a related field.Solid understanding of investment performance measurement concepts and methodologies, including money-weighted returns, time-weighted returns, investment multiples and portfolio analytics.Strong understanding of accrual accounting, financial statements, investment valuations, and cash flows including their relationship to investment performance.Knowledge of the GIPS® Standards and performance composite concepts.Knowledge of NCREIF and MSCI real estate performance indices, benchmarking concepts, and applicable real estate return methodologies.Strong proficiency in Microsoft Office applications, including Word, Excel, Outlook, and related tools. Experience with Yardi Investment Management preferred.Strong analytical and problem-solving skills, with the ability to identify anomalies, investigate performance results, and communicate conclusions clearly.Ability to meet multiple deadlines in a fast-paced, client-focused environment.Ability to work independently and collaborate effectively across teams.Excellent communication skills, including the ability to explain performance results and technical concepts to internal and external stakeholders.Strong client-service orientation with a commitment to accuracy, responsiveness, and continuous improvement. CBRE carefully considers multiple factors to determine compensation, including a candidate’s education, training, and experience. The minimum salary for this position is $117,000 annually and the maximum salary for this position is $137,000 annually. The compensation that is offered to a successful candidate will depend on the candidate’s skills, qualifications, and experience. Successful candidates will also be eligible for a discretionary bonus based on CBRE’s applicable benefit program. 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).

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