Portfolio Analyst

Company: CBRE
Location: Houston
Posted on: May 1, 2025

Job Description:

Portfolio Analyst

Job ID

217441

Posted

25-Apr-2025

Service line

Advisory Segment

Role type

Full-time

Areas of Interest

Capital Markets

Location(s)

Houston - Texas - United States of America

About The Role:

Responsible for performing general support functions for Portfolio Managers in the servicing of multiple portfolios of commercial real estate loans. Conducts research and financial analysis of commercial real estate properties, loans and portfolios.

What You'll Do:

• Conduct research and financial analysis of commercial real estate properties, loans and portfolios. Assist with data compilation for lender decisions. Make presentation of analysis that will be used for investment decisions.
• Assist Portfolio Managers by performing tasks involved in monitoring the performance of assigned commercial real estate loan portfolios.
• Provide general customer service to clients and related contacts.
• Prepare various monthly and quarterly reports for portfolios.
  
  What You'll Need:
  
  • To perform this job successfully, an individual will need to perform each crucial 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 essential functions.
  • High School diploma or General Education Degree (GED) required with a minimum of 3 years related experience. Bachelor's degree from a four-year college or university preferred.
  • Ability to comprehend and interpret instructions, short correspondence, and memos and ask clarifying questions to ensure understanding. Ability to write routine reports and correspondence. Ability to respond to common inquiries or complaints from clients, co-workers, and/or supervisor. Ability to effectively present information to an internal department and/or large groups of employees.
  • Requires basic knowledge of financial terms and principles. Ability to calculate simple figures such as percentages.
  • Ability to understand and carry out general instructions in standard situations. Ability to solve problems in standard situations. Requires basic analytical skills.
  • Intermediate skills with Microsoft Office Suite products such as Word, Excel, Outlook, etc.
  • Decisions made with general understanding of procedures and company policies to achieve set results and timelines. Errors in judgment may cause short-term impact to co-workers and supervisor.
  • You'll receive a comprehensive benefits package, 401k, paid time off and other amazing perks such as career growth.
    Why CBRE
    
    When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to realize your full potential.
    
    Our Values in Hiring
    
    At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.
    
    Disclaimers
    
    Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
    
    Include any other disclaimers that are applicable for the role that are not automatically populated in Talent Source. Delete this section if not applicable. Examples of relevant disclaimers include U.S. state pay transparency requirements, sponsorship eligibility, COVID-19 requirements, etc.
    
    Equal Employment Opportunity: CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
    
    Candidate Accommodations: CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).

Keywords: CBRE, Houston , Portfolio Analyst, Professions , Houston, Texas