JOB SUMMARY Performs at a senior level having extensive experience in the real estate investment management business. Provides guidance to junior level colleagues and peer reviews the work of colleagues and provides constructive feedback. Provides overall project management for and writes RFPs and other related marketing documents, including PPMs, questionnaires and surveys, and completing consultant/industry databases. Liaises with shared resource teams, investment teams, and senior management. Manages entire proposal process from inception to completion. Reviews internal and external collateral materials, proofreads content and ensures appropriate formatting and branding.
ESSENTIAL DUTIES AND RESPONSIBILITIES Project manages the development of RFPs, ad hoc requests, consultant database inputs and other related documents establishing and managing timelines, leading kick-off meetings, submitting drafts for manager/investment team approval, facilitating the compliance review process, finalizing the document and submitting to the client.
Works on consultant databases, PPMs and other related marketing documents as well as responding to ad hoc requests.
Responsible for writing responses to questions asked in an RFP and development of new content.
Liaises with investment teams, shared resource teams and senior management.
Peer reviews documents and provides constructive feedback to colleagues.
Provides new content to Database Manager for upload into the RFP database and helps with identifying duplications and old material to be deleted.
Other duties may be assigned.
SUPERVISORY RESPONSIBILITIES No formal supervisory responsibilities in this position. May provide informal assistance such as technical guidance, and/or training of coworkers. May coordinate and assign tasks to co-workers within a project.
QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential 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 essential functions.
EDUCATION and EXPERIENCE Bachelor's degree or equivalent from a four-year college and a minimum of four to six years of real estate investment management experience and/or training.
COMMUNICATION SKILLS Advanced written and verbal communication skills. Advanced organizational and analytical skills. Ability to provide efficient, timely, reliable and courteous service to internal clients. Ability to effectively present information. Ability to interact comfortably with various levels of the organization.
FINANCIAL KNOWLEDGE Requires advanced knowledge of the real estate investment management industry. Working knowledge of regulatory guidelines and the institutional investment marketplace.
REASONING ABILITY Ability to comprehend, analyze, and interpret documents. Ability to solve problems involving several options in situations. Requires intermediate analytical and quantitative skills. Ability to research information when no clear answer is provided. Ability to make coherent inferences from multiple data points and scattered information.
OTHER SKILLS and/or ABILITIES Strong writing skills with demonstrated ability to write RFPs, RFIs, DDQs, and other business development materials and reports in a pre-designed style and format. Advance skills in Microsoft Office Suite.
SCOPE OF RESPONSIBILITY Decisions made with understanding of procedures and company policies to achieve set results and deadlines. Responsible for setting own project deadlines. Errors in judgment may cause short-term impact to co-workers and supervisor.
CBRE Global Investors is an independently operated affiliate of CBRE, offering a broad and deep investment platform that seeks to consistently deliver world-class investment results and exceptional client service. Our focus on real estate and infrastructure, comprehensive capabilities and commitment to our clients gives us a distinct competitive advantage. With portfolio managers who are real estate experts on the ground in 20 countries, we actively operate assets to seek to maximize returns, moving capital effectively and efficiently across borders, and providing our clients value around the world.
Internal Number: 18012991
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.