Portfolio Management Analyst

CBRE Group, Inc.; Houston (TX); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Comprehensive benefits package

401k

Paid time off

Career growth

Job summary

CBRE Group, Inc. in Houston is seeking a professional to provide general support to Portfolio Managers overseeing multiple commercial real estate loan portfolios.

You will conduct research and financial analysis of properties, loans, and portfolios to aid investment decisions. The role emphasizes data compilation, monthly/quarterly reporting, and client service, with a high school diploma plus 3 years of experience required and a bachelor’s degree preferred.

Qualifications

• High School diploma or 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 and present information clearly.

Responsibilities

• Conducts research and financial analysis of commercial real estate properties, loans and portfolios.
• Assists Portfolio Managers by performing tasks involved in supervising the performance of assigned portfolios.
• Prepares various monthly and quarterly reports for portfolios.
• Provides general customer service to clients and related contacts.

Skills

Financial analysis

Research

Data presentation

Education

High School diploma or GED

Bachelor's degree preferred

Tools

Microsoft Office

Job description

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

• Conducts research and financial analysis of commercial real estate properties, loans and portfolios. Assists with data compilation for lender decisions. Makes presentation of analysis that will be used for investment decisions.
• Assists Portfolio Managers by performing tasks involved in supervising the performance of assigned commercial real estate loan portfolios.
• Provides general customer service to clients and related contacts.
• Prepares various monthly and quarterly reports for portfolios.
• No formal supervisory responsibilities in this position.

What you’ll need

To perform this job successfully, an individual must to perform each 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 the 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. 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.

Why CBRE?

A culture of respect, integrity, service and excellence crafts our approach to every opportunity!

We are guided by the needs of the cities we inhabit, the communities we build and the world we live in!

Equal Employment Opportunity: CBRE has 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).

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 and a premier provider of critical infrastructure services. The company has more than 155,000 employees serving clients in more than 100 countries. CBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage servicing, valuations); Building Operations & Experience (facilities management, property management, flex space & experience, critical infrastructure); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). Please visit our website at www.cbre.com .

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