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Portfolio Analyst
3 months ago
Portfolio Analyst
Job ID
159620
Posted
21-Mar-2024
Service line
Advisory Segment
Role type
Full-time
Areas of Interest
Capital Markets
Location(s)
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 youll 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 monitoring 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.
What youll need
To perform this job successfully, an individual must 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 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.
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
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 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 companys 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 or via telephone at U.S.) and Canada).
**NOTE:** Some, but not all, of our positions may have an additional requirement to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing. If you have questions about the requirement(s) for this position, please inform your Recruiter.
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
