Client Portfolio Strategy Analyst
Plano - Texas - United States of America
The purpose of this position is to conduct a variety of analyses
for the development of deliverables focused on real estate
strategies in support of CBRE's clients.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Prepares financial and other analysis for a range of
deliverables, including commercial real estate financial analysis,
underwriting, modeling, market plans, scenario options, process
improvements, management practices, and business unit
Keep current, the appraised market value of each asset
Drive value through a variety of real estate management
Analyze acquisition of core commercial and retail properties
Establish systems and processes to track and manage existing and
future property commitments
Accountable to maintain baseline value of the portfolio and
managed increase asset value. Tasked with utilizing portfolio
techniques to create value with 3rd party leases.
Supports the development of more complex analysis (e.g. market
views, market dynamics, benchmarking, etc) related to specific
Prepares professional supporting documentation in a variety of
formats. (e.g. Microsoft suite products, etc).
Conducts, synthesizes, and presents research on industry best
practices, benchmarks, and other issues of concern to the client.
Prepares preliminary recommendations.
Documents cost saves from CBRE initiatives, nationally and
regionally, as required. Advises on budgeting process for capital
and operating expenses as required Other duties may be
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
EDUCATION and EXPERIENCE
Bachelor's degree (BA/BS) from four-year college or university
required. Minimum 3+ years of related experience.
Commercial real estate experience in capital markets, real
estate investment, or asset management preferred.
Successful candidates will have a background in the real estate
capital markets and experience in corporate real estate or
corporate finance. The candidate will understand real estate market
dynamics, real estate value drivers, capitalization rates, market
rents, appraisal values, investing dynamics.
Candidates should have strong financial modeling skills and
working knowledge and understanding of GAAP accounting as it
relates to corporate finance requirements.
CERTIFICATES and/or LICENSES
Real Estate license preferred or as required by the State.
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.
Requires knowledge of financial terms and principles. Ability to
calculate intermediate figures such as percentages, discounts,
and/or commissions. Conducts basic financial analysis.
Ability to comprehend, analyze, and interpret documents. Ability
to solve problems involving several options in situations. Requires
intermediate analytical and quantitative skills.
OTHER SKILLS and/or ABILITIES
Strong understanding of principles of information design and
display and ability to create compelling documentation and
Proficient use of Microsoft Office Suite Products.
Working knowledge of advanced graphic/information design
programs (e.g., InDesign, Visio);
SCOPE OF RESPONSIBILITY
Decisions made with an 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.