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
Prepares preliminary screen of investment opportunities, supports the production financial models for investments, supports production of investment summaries.
Undertakes 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 required; postgraduate real estate masters preferred.
A minimum of 5 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.
CERTIFICATES and/or LICENSES
FSA or equivalent
Excellent written and verbal communication skills. Strong organizational and analytical skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to effectively present information.
High level of technical knowledge. Clear familiarity with the management of debt and financial reporting. Excellent financial modeling skills.
Ability to think independently and draw key insights from relevant data. Effective problem-solving skills.
OTHER SKILLS and ABILITIES
Ability to comprehend, analyze, and interpret complex documents. Ability to solve problems involving several options in situations. Requires advanced analytical and quantitative skills.
Excellent IT skills; strong analytical and Microsoft Excel modeling skills - prior experience with commercial real estate discounted cash flow modeling. Experience with Argus.
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. Responsible for setting own project deadlines.
Internal Number: 20029731
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.