Portfolio Analyst

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

Job Description:

Portfolio Analyst

Job ID

190803

Posted

28-Oct-2024

Service line

Advisory Segment

Role type

Full-time

Areas of Interest

Capital Markets

Location(s)

Houston - Texas - United States of America

About The Role:

Responsible for performing general support functions for Portfolio Managers in the servicing of multiple portfolios of commercial real estate loans. Conducts research and financial analysis of commercial real estate properties, loans and portfolios.

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.
• 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.
  
  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.
  • High School diploma or General Education Degree (GED) required with a minimum of 3 years related experience. Bachelor's degree from a four-year college or university preferred.
  • Ability to comprehend and interpret instructions, short correspondence, and memos and ask clarifying questions to ensure understanding. Ability to write routine reports and correspondence. Ability to respond to common inquiries or complaints from clients, co-workers, and/or supervisor. Ability to effectively present information to an internal department and/or large groups of employees.
  • Requires basic knowledge of financial terms and principles. Ability to calculate simple figures such as percentages.
  • Ability to understand and carry out general instructions in standard situations. Ability to solve problems in standard situations. Requires basic analytical skills.
  • Intermediate skills with Microsoft Office Suite products such as Word, Excel, Outlook, etc.
  • Decisions made with general understanding of procedures and company policies to achieve set results and timelines. Errors in judgment may cause short-term impact to co-workers and supervisor.
  • You'll receive a comprehensive benefits package, 401k, paid time off and other amazing perks such as career growth.
  • 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, Baytown , Portfolio Analyst, Professions , Houston, Texas