Agency Asset Analyst

CBRE Group, Inc.; Houston (TX); On-site; USD 50,000 - 80,000; Full time

Job summary

CBRE Group, Inc. is seeking an analyst to support multifamily agency loan portfolios within asset and risk management. The role involves monitoring loans, conducting quarterly financial statement analyses, and tracking market trends across assigned cities with a 20% travel requirement.

You will also perform inspections and prepare monthly and quarterly portfolio reports. The position emphasizes research, client service, and coordination with loan servicing partners to meet client needs.

Qualifications

• Responsible for monitoring a portfolio of loans and performing quarterly financial statement analysis.
• Conduct market and submarket research and macroeconomic analysis.
• Provide customer service support to loan producers and clients.

Responsibilities

• Monitor a portfolio of loans; perform quarterly financial statement analysis and review of 3rd party inspections.
• Track market and submarket performance and forecasts for assigned cities. Conduct research for territory markets not covered by main industry research firms; identify and analyze macroeconomic issues.
• Track major loan events such as interest-only expiration, hedge expirations, loan maturity; analyze potential impacts on performance.
• Provide customer service support to assigned loan producers and clients. Work with loan servicing company to meet client needs and requests.
• Prepare various portfolio monthly and quarterly reports.
• Perform Fannie and Freddie mandated inspections of assigned properties as required.

Skills

Financial analysis

Portfolio monitoring

Research

Customer service

Job description

20% Travel Required

About the role

• Responsible for performing general support functions, moderate research and financial analysis of multifamily properties, loans and portfolios for Portfolio Managers within the asset and risk management of multifamily agency loans.

What you'll do

• Responsible for monitoring a portfolio of loans; perform quarterly financial statement analysis and review of 3rd party inspections.
• Track market and submarket performance and forecasts for assigned cities. Conducts research for territory markets not covered by main industry research firms; identifies and analyzes macroeconomic issues in assigned markets.
• Tracks major loan events such as interest-only expiration, hedge expirations, loan maturity; analyze potential impacts on performance.
• Provide customer service support to assigned loan producers and clients. Work with loan servicing company to meet client needs and requests.
• Prepare various portfolio monthly and quarterly reports.
• Perform Fannie and Freddie mandated inspections of assigned properties as required.