Join our growing global portfolio management team and contribute to the success of CBRE Investment Management Indirect Private Real Estate! We are seeking a highly motivated and detail-oriented Analyst to support our Global Portfolio Management team in the management of global separate account client portfolios invested in indirect real estate worldwide. This is a critical role offering significant opportunities for professional growth and exposure to all facets of global real estate investment management.
As a Global Portfolio Management Analyst, you will:
Support Portfolio Managers: Assist with the day-to-day operations and strategic initiatives for multiple client portfolios.
Construct and Monitor Portfolios: Contribute to portfolio construction, ongoing performance monitoring, and reporting.
Generate Client Reports and Presentations: Produce high-quality quarterly reports and client presentations, ensuring accuracy and clarity.
Manage Client Data: Maintain and update client investment data within investment plans and databases.
Track and Analyze Performance: Monitor client and investment performance, identifying key trends and insights.
Actively Participate in Client Engagement: Provide timely and accurate responses to global client information requests.
Evaluate Investment Opportunities: Participate in fund monitoring and review investment proposals, developing a strong understanding of projected returns and potential portfolio impacts.
Collaborate with Key Stakeholders: Engage with regional investment teams, the financial operations team, and Analytics to ensure seamless portfolio management.
Key Qualifications:
Experience: minimum of 2 years of relevant experience in portfolio management, investment management or accounting (Big Four trained) preferred, ideally within real estate.
Education: Bachelor's degree in Accounting, Economics, Finance, or Real Estate (or related field) required. Relevant qualifications (e.g., CFA, CAIA, ACA) are a plus.
Technical Skills: Strong financial modeling, analytical and database management skills.
Soft Skills:
Exceptional attention to detail and accuracy, especially under pressure.
Excellent time management and prioritization skills, with the ability to meet deadlines.
Ability to work independently and collaboratively within a team environment.
Strong interpersonal and communication skills (written and verbal).
Discretion and ability to handle confidential information.
Why Join Us?
Global Exposure: Work with a diverse team and gain valuable experience in global real estate investment management.
Career Growth: Opportunity to develop your skills and advance your career within a leading global firm. You will also have the opportunity to join our Investment Analyst Training Program.
Impactful Role: Play a vital role in the success of our client portfolios.
Collaborative Environment: Be part of a supportive and dynamic team.
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