Portfolio Management Senior Analyst

Company: CBRE
Location: Atlanta
Posted on: April 6, 2025

Job Description:

Portfolio Management Senior Analyst

Job ID

214672

Posted

04-Apr-2025

Service line

Advisory Segment

Role type

Full-time

Areas of Interest

Capital Markets

Location(s)

Atlanta - Georgia - United States of America

About The Role:

As a CBRE Portfolio Management Sr. Analyst, you will assist Portfolio Managers with managing medium to large accounts and fund portfolios.

This job is part of the Portfolio Management job function. They are responsible for managing portfolios comprised of different classes of assets.

What You'll Do:

• Assist in completing due diligence of transactions as well as monitoring and forecasting investments.
• Provide excellent customer service and problem resolution for clients, sponsor, and internal partners.
• Review and interpret high level deal documents, including joint venture agreements and oversee compliance in accordance with those documents.
• Conduct research and financial evaluation of large properties and portfolios. Present findings that will be used to drive potential investment opportunities.
• Review preliminary screens of investment opportunities. Create financial models for investments, marketing materials, and investment memos. Perform valuations of properties.
• Monitor investments and meet with management regularly to provide fund research notes and update fund models.
• Have a broad knowledge of own job field and some knowledge of several job subject areas within the function.
• Lead by example and model behaviors that are consistent with CBRE RISE values. May convince to reach an agreement.
• Work primarily within standardized procedures and practices to achieve objectives within timelines.
  
  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 preferred with 2-5 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered.
  • Understanding of existing procedures and standards to solve slightly problems.
  • Ability to analyze possible solutions using technical experience to apply appropriate judgment and precedents.
  • In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc.
  • Strong organizational skills with an inquisitive approach.
  • Advanced math skills. Ability to calculate complicated figures such as percentages, fractions, and other financial-related calculations.
    
    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 realize your full potential.
    
    Our Values in Hiring
    
    At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.
    
    Disclaimers
    
    Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
    
    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 recruitingaccommodations@cbre.com or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).

Keywords: CBRE, Atlanta , Portfolio Management Senior Analyst, Executive , Atlanta, Georgia