Portfolio Analyst

CBRE; Houston (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

CBRE is seeking a detail-oriented analyst to support Portfolio Managers in managing CRE loan portfolios. You will research and analyze properties, loans, and portfolios, and assist in preparing data for lender decisions.

You will monitor performance and generate monthly and quarterly reports while delivering excellent client service. The role requires a high school diploma or GED with 3+ years of related experience; a Bachelor's degree is preferred.

Qualifications

• Requires a high school diploma or GED with 3+ years related experience; bachelor's degree preferred.
• Ability to analyze CRE properties, loans and portfolios and present findings clearly.
• Strong knowledge of financial terms and ability to calculate percentages.

Responsibilities

• Conduct research and financial analysis of CRE properties, loans and portfolios.
• Assist with data compilation for lender decisions and present analyses for investment decisions.
• Monitor performance of assigned CRE loan portfolios and prepare monthly/ quarterly reports.
• Provide general customer service to clients and related contacts.

Skills

Financial analysis

Microsoft Excel

Written & verbal communication

Portfolio monitoring

Education

Bachelor's degree preferred

High School diploma or GED with 3+ years related experience

Tools

MS Office Suite

Job description

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:

• Conduct research and financial analysis of commercial real estate properties, loans and portfolios. Assist with data compilation for lender decisions. Make presentation of analysis that will be used for investment decisions.

• Assist Portfolio Managers by performing tasks involved in monitoring the performance of assigned commercial real estate loan portfolios.

• Provide general customer service to clients and related contacts.

• Prepare various monthly and quarterly reports for portfolios.

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.

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 become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values — respect, integrity, service and excellence — and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants.

We offer a competitive compensation package, complete with benefits (Medical/Dental/Vision/401(k)/Disability/Paid holidays/vacation).

Applicant AI Use Disclosure

We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process.

About CBRE Group, Inc.

CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world’s largest commercial real estate services and investment firm (based on 2024 revenue). The company has more than 140,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). Please visit our website at www.cbre.com.

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 [e-mail] or via telephone at [phone] (U.S.) and [phone] (Canada).

CBRE, Inc. is an Equal Opportunity and Aff…