Investment Properties Senior Analyst

CBRE Group, Inc.; Stamford (CT); On-site; USD 75,000 - 100,000; Full time

Job summary

CBRE Group, Inc. in Stamford, CT, seeks a Senior Financial Analyst to work with senior executives on high-profile office, retail and multifamily property transactions in suburban New York.

The role focuses on real estate financial analysis, ARGUS AE modeling, and building client-ready presentations, utilizing AI tools to speed research while maintaining meticulous due diligence and timely delivery.

Qualifications

• Bachelor's degree preferred with 2–5 years of relevant experience.
• Ability to analyze solutions using technical judgment and precedent.
• In-depth knowledge of Argus AE and Microsoft Office suite.

Responsibilities

• Provide valuations of commercial properties and underwrite assets using ARGUS AE and Excel.
• Conduct detailed financial analysis, cash flow projections, and sensitivity analyses.
• Review leases, operating statements, and other real estate docs.
• Gather and maintain critical financial data for research and negotiation.
• Use AI tools to accelerate market research and underwriting.
• Prepare client presentations, including POVs and offering memorandums.

Skills

Analytical skills

Proactive mindset

Strong organizational skills

Education

Bachelor's degree

Tools

ARGUS AE

Claude AI

Copilot AI

Microsoft Office (Word, Excel, Outlook)

Job description

About The Role:

CBRE’s New York Investment Properties – Institutional Group is seeking highly qualified and exceptionally motivated candidates for a Senior Financial Analyst role. Working with senior executives and leaders in their field, this position offers the opportunity to be part of a team that regularly handles high profile sales transactions for suburban New York’s most prestigious office, retail and multifamily properties.

The role encompasses a range of responsibilities and skills that are focused on the financial analysis of real estate strategies for commercial office, retail, multi-family, and development site investors. The candidate must have real estate financial analyst experience and demonstrate a strong proficiency in advanced modeling skills. In addition, candidate must be proactive, ambitious, and perform at a high-level in a client-focused, time-sensitive, and collegial atmosphere

What You'll Do:

• Work closely with senior team members to provide valuations of commercial properties and underwrite assets using ARGUS AE and Excel platforms.
• Perform detailed financial analysis and modeling, including cash flow projections, valuation models, and sensitivity analyses with minimal supervision.
• Review, analyze, abstract and interpret various real estate documentation, including leases, operating statements, business plans, PCA/Phase I Reports, zoning studies, etc.
• Reviewcomplexfinancialdatatounderstandtrendsinthemarket,occupancyrates,andrentalprices.
• Gather, track and maintain critical financial data points for research, marketing and negotiation purposes.
• Use AI tools to accelerate market research, underwriting support, and document review. Additionally, use AI to build and refine repeatable prompts for recurring outputs such as market updates, pipelines, lease review and more.
• Maintain organized due diligence files and provide updates, follow up and explanations to senior team members.
• Develop and prepare sophisticated and tailored client presentations and deliverables, including pitches, BOVs, market roadshows and offering memorandums.
• Leadbyexampleandmodelbehaviorsthatareconsistentwith CBRERISEvalues.

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'sDegreepreferredwith2-5yearsofrelevantexperience.Inlieuofadegree,acombinationof experience and education will be considered.
• Understandingofexistingproceduresandstandardstosolveslightlycomplexproblems.
• Abilitytoanalyzepossiblesolutionsusingtechnicalexperiencetoapplyappropriatejudgmentandprecedents.
• In-depthknowledgeof Argus AE, AI programs such as Claude or Copilot, and MicrosoftOfficeproducts.ExamplesincludeWord,Excel,Outlook,etc.
• Strongorganizationalskillswithaninquisitivemindset.

CBRE carefully considers multiple factors to determine compensation, including a candidate’s education, training, and experience. The minimum salary for this position is $75,000 annually and the maximum salary for this position is $100,0 00 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.

WhyCBRE

WhenyoujoinCBRE,youbecomepartofthegloballeaderincommercialrealestateservicesandinvestmentthathelpsbusinessesandpeoplethrive.Wearedynamicproblemsolversandforward-thinking professionalswhocreatesignificantimpact.Ourcollaborativecultureisbuiltonoursharedvalues—respect,integrity,serviceandexcellence—andwevaluethediverseperspectives,backgroundsandskillsetsofourpeople.AtCBRE,youcanchartyourowncourseandrealizeyourpotential.Wewelcomeallapplicants.

OurValuesinHiring

AtCBRE,wearecommittedtofosteringaculturewhereeveryonefeelstheybelong.Wevaluediverseperspectivesandexperiences,andwewelcomeallapplications.

Disclaimers

ApplicantsmustbecurrentlyauthorizedtoworkintheUnitedStateswithouttheneedforvisasponsorshipnoworinthefuture.

ApplicantAIUseDisclosure

Wevaluehumaninteractiontounderstandeachcandidate'suniqueexperience,skillsandaspirations.Wedonotuseartificialintelligence(AI)toolstomakehiringdecisions,andweaskthatcandidatesdiscloseanyuseofAIintheapplicationandinterviewprocess.

AboutCBREGroup,Inc.

CBREGroup,Inc.(NYSE:CBRE),aFortune500andS&P500companyheadquarteredinDallas,istheworld’slargestcommercialrealestateservicesandinvestmentfirm(basedon2024revenue).Thecompanyhasmorethan140,000employees(includingTurner&Townsendemployees)servingclientsinmorethan100countries.CBREservesclientsthroughfourbusinesssegments:Advisory(leasing,sales,debtorigination,mortgageserving,valuations);BuildingOperations&Experience(facilitiesmanagement,propertymanagement,flexspace&experience);ProjectManagement(programmanagement,projectmanagement,costconsulting);RealEstateInvestments(investmentmanagement,development).Pleasevisitourwebsiteatwww.cbre.com.