The purpose of this position is to support the Investment Management function on the due diligence of transactions; preparation of investment recommendations, asset management of investments; and provide input for client reporting: requires direct guidance.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Supports preliminary screen of investment opportunities, supports the production financial models for investments, supports production of investment summaries.
Supports the due diligence and underwriting of investments including production of financial analysis, market analysis, property analysis and production of Investment Committee recommendations
Monitors investments, meets managers regularly, updates fund model for review, produces IOC pack
Works with Portfolio Management to provide support to quarterly reporting and response to ad hoc to investment queries
Liaise with managers to collect Yardi questionnaire data and ensures input correctly into system.
Performs other duties as assigned.
No formal supervisory responsibilities in this position.
EDUCATION and EXPERIENCE
Undergraduate degree, preferably in accounting, finance or economics required; postgraduate qualification preferred.
A range of 0-2 years relevant industry experience that has been acquired in a real estate investment or real estate investment management environment.
Completed or progressing towards CFA/RICS.
Excellent written and verbal communication skills. Demonstrate organizational and analytical skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to effectively present information.
Some technical knowledge and excellent financial modeling skills.
Effective problem solving skills
OTHER SKILLS and ABILITIES
Applies guidelines to majority of assigned work. Handles problems and deviations in accordance with instructions policies, previous trainings and accepted practices.
Excellent IT skills; strong analytical and Microsoft Excel modeling skills - prior experience with commercial real estate discounted cash flow modeling.
Excellent oral and written English language skills
SCOPE OF RESPONSIBILITY
Decisions made with understanding of procedures and company policies to achieve set results and deadlines.
Internal Number: 20031504
With broader and deeper capabilities than any other company, CBRE is the leading full-service real estate services and investment organization in the world.
CBRE Group, Inc. is the world’s largest commercial real estate services and investment firm, with 2017 revenues of $14.2 billion and more than 80,000 employees (excluding affiliate offices). CBRE has been included in the Fortune 500 since 2008, ranking #214 in 2017. It also has been voted the industry’s top brand by the Lipsey Company for 17 consecutive years, and has been named one of Fortune’s “Most Admired Companies” in the real estate sector for six years in a row. Its shares trade on the New York Stock Exchange under the symbol “CBRE.”
CBRE offers a broad range of integrated services, including facilities, transaction and project management; property management; investment management; appraisal and valuation; property leasing; strategic consulting; property sales; mortgage services and development services.