Senior Performance Analyst

CBRE Group, Inc.; Los Angeles (CA); On-site; USD 110,000 - 150,000; Full time

Job summary

CBRE Group, Inc. is seeking a Senior Performance Reporting Analyst for the Investment Accounting & Reporting Solutions group in Los Angeles. You will calculate fund-, investor-, and investment-level performance, validate data, and support quarterly statements and client inquiries.

Responsibilities include maintaining GIPS composites, coordinating the annual verification, and ensuring data accuracy for MSCI benchmarking, while driving process improvements across teams.

Qualifications

• Bachelor’s degree in business, preferably accounting or finance.
• 3+ years in investment performance or related fields.
• Understanding of money-weighted and time-weighted returns.
• Knowledge of GIPS standards and performance composites.
• Knowledge of NCREIF and MSCI indices.
• Proficient in MS Office; experience with Yardi is preferred.
• Strong analytical, problem-solving, and communication skills.
• Ability to meet deadlines in a fast-paced environment.

Responsibilities

• Calculate fund-, investor-, and investment-level performance including money-weighted returns, time-weighted returns and investment multiples.
• Calculate property-level income, capital, and total returns per NCREIF methodology.
• Validate data and resolve discrepancies with Fund Accounting and Financial Ops teams.
• Prepare quarterly results and respond to client inquiries with timely delivery.
• Maintain GIPS composites and related performance information.
• Coordinate annual GIPS verification process and respond to verifications.
• Validate data used for MSCI benchmarking and attribution analysis.
• Perform data validation and UAT for system changes.
• Maintain documentation of methodologies and controls.
• Drive continuous improvement and process standardization.
• Foster collaboration across teams to ensure client service excellence.

Skills

Analytical thinking

Communication skills

Independent & collaborative

Client service orientation

Deadline driven

Problem solving

Education

Bachelor’s degree in business (accounting or finance)

Tools

Yardi Investment Management

Microsoft Excel

Microsoft Office

Job description

About the Role

CBRE’s Investment Accounting & Reporting Solutions group is seeking a Senior Performance Reporting Analyst to join its Performance Reporting team. The Performance Reporting team calculates, validates, analyzes, and reports investment performance and portfolio metrics for institutional private real estate funds in support of client reporting requirements.

What You’ll Do

• Calculate fund-, investor-, and investment-level performance including money-weighted returns, time-weighted returns and investment multiples.

• Calculate property-level income, capital, and total returns in accordance with NCREIF methodology.

• Review and validate accounting, valuation, cash flow, and investment data used in performance calculations; investigate and resolve discrepancies in collaboration with Fund Accounting and Financial Operations teams.

• Calculate, analyze, and update performance results and portfolio metrics for quarterly financial statements, consultant questionnaires, client presentations, RFPs, due diligence questionnaires, regulatory reporting, and ad hoc client inquiries, ensuring accurate and timely delivery in accordance with established reporting deadlines.

• Calculate and maintain GIPS® composites and related performance information in accordance with established policies and procedures.

• Coordinate and support the annual GIPS® verification process, including preparing supporting documentation, responding to verifier inquiries, and assisting with the timely resolution of identified items.

• Validate the accuracy and consistency of data used for MSCI real estate benchmarking and performance attribution analysis.

• Perform data validation and user acceptance testing related to system implementations, upgrades, enhancements, and changes to performance calculation methodologies.

• Maintain comprehensive documentation of performance methodologies, controls, processes, and procedures, and ensure established procedures are consistently followed.

• Foster a culture of continuous improvement, process standardization and operational efficiency.

• Respond to client and internal performance-related inquiries in a timely and professional manner.

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’s degree in business, preferably in accounting or finance.

• Three or more years of relevant professional experience in investment performance, investment reporting, fund accounting, real estate investment management, or a related field.

• Solid understanding of investment performance measurement concepts and methodologies, including money-weighted returns, time-weighted returns, investment multiples and portfolio analytics.

• Strong understanding of accrual accounting, financial statements, investment valuations, and cash flows including their relationship to investment performance.

• Knowledge of the GIPS® Standards and performance composite concepts.

• Knowledge of NCREIF and MSCI real estate performance indices, benchmarking concepts, and applicable real estate return methodologies.

• Strong proficiency in Microsoft Office applications, including Word, Excel, Outlook, and related tools.

• Experience with Yardi Investment Management preferred.

• Strong analytical and problem-solving skills, with the ability to identify anomalies, investigate performance results, and communicate conclusions clearly.

• Ability to meet multiple deadlines in a fast-paced, client-focused environment.

• Ability to work independently and collaborate effectively across teams.

• Excellent communication skills, including the ability to explain performance results and technical concepts to internal and external stakeholders.

• Strong client-service orientation with a commitment to accuracy, responsiveness, and continuous improvement.