Senior Portfolio Analyst

Company: CBRE
Location: Atlanta
Posted on: November 1, 2024

Job Description:

Senior Portfolio Analyst

Job ID

190642

Posted

24-Oct-2024

Service line

Advisory Segment

Role type

Full-time

Areas of Interest

Capital Markets

Location(s)

Atlanta - Georgia - United States of America

Are you ready to start an exciting career with CBRE?

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.
• Lead by example and model behaviors that are consistent with CBRE RISE values. May convince to reach an agreement.
• Explain complex information to others in straightforward situations.
  
  What You'll Need:
  
  To perform this job successfully, an individual will need to perform each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
  
  • 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.
  • 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 will have the support and resources of a global firm where an entrepreneurial mentality is encouraged. You'll realize your potential with exciting work, fast-paced assignments, an environment of constant learning and dedication to results! To enable your success, we provide the best tools, training and leaders in the industry.
    
    Our culture is built on our RISE values and reflects the needs and perspectives of our clients and our people. Our work is guided by our North Star: Crafting the real estate solutions of tomorrow, so businesses and people thrive.
    
    Coming to work for CBRE, you will receive a comprehensive benefits package, 401k, and extraordinary perks such as career growth and longevity!
    
    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).
    
    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.

Keywords: CBRE, Roswell , Senior Portfolio Analyst, Professions , Atlanta, Georgia