Separate Accounts Associate, CBRE Investment Management

Company: CBRE
Location: New York
Posted on: February 1, 2025

Job Description:

Separate Accounts Associate, CBRE Investment Management

Job ID

200674

Posted

16-Jan-2025

Service line

REI Segment

Role type

Full-time

Areas of Interest

Investment Management

Location(s)

New York City - New York - United States of America

CBRE Investment Management is a leading global real assets investment management firm operating in over 30 offices and 20 countries around the world. Through its investor-operator culture, the firm seeks to deliver sustainable investment solutions across real assets categories, geographies, risk profiles and execution formats so that its clients, users, people and communities thrive.

CBRE Investment Management is an independently operated affiliate of CBRE Group, Inc. (NYSE:CBRE), the world's largest commercial real estate services and investment firm (based on 2023 revenue). The company has more than 130,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE Investment Management harnesses CBRE's data and market insights, investment sourcing and other resources for the benefit of its clients. For more information, please visit www.cbreim.com.

About the Role

We are looking for a Portfolio Management Associate that will be a key part of the firm's Separate Accounts team. Based in New York, this role will assist Portfolio Managers with accounts comprised of different real estate assets across the U.S..

What You Will Do

• Contribute to investment execution as needed for the portfolios - acquisitions, dispositions, financings, refinancing, loan modifications, capex investment, strategic leasing decisions, Investment Committee recommendations, etc.
• Lead key, recurring portfolio management processes, including:
  • Quarterly: valuations (appraisals) and portfolio reporting to internal and external clients/constituents, performance forecasting
  • Semi-annual: internal forecasting (underwriting) and portfolio reporting to a subset of the Americas Investment Committee
  • Annual: budgets and business plans
  • As part of the above: digest/summarize and make recommendations to the Portfolio Managers
  • Collaborate with a wide range of teams on the following:
    • Asset Management
    • Transactions (Acquisitions)
    • Property and Fund Financing
    • Financial Operations and Investment Accounting & Reporting
    • Performance Analytics
    • Client Care and Client Solutions
    • Insights & Intelligence (Research)
    • Sustainability
    • Respond to client inquiries
    • Responsibility for all aspects of account modeling, for existing and future separate accounts.
    • Train and mentor portfolio management analyst(s)
    • Contribute on capital raising efforts (including but not limited to coordinating due diligence meetings, crafting responses to questionnaires), as needed
      
      
      What You Will Need
      
      
      • Bachelor's degree with real estate, business, finance preferred
      • 4-5 years of real estate investment and portfolio management experience, preferably working on diversified U.S. funds (closed-end or open-end) , separate accounts, or portfolios
      • In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc.
      • Excellent Excel and Argus modeling skills (including building Excel models and knowledge of Python and SQL).
      • Excellent written and verbal communication skills. Able to present ideas/conclusions/recommendations persuasively and defend in a clear, concise, and compelling manner
      • Excellent project management/process leadership skills
      • Must be highly organized with meticulous attention to detail, and able to prioritize multiple concurrent projects with an ability to independently identify and tackle key issues.
      • Efficient, collaborative, adaptable working style.
      • Desire and ability to train and help grow analysts.
        Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future
        
        #CBREIM
        
        #INDSJ
        
        CBRE Investment Management carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The minimum salary for this position is $140,000 annually and the maximum salary for the position is $160,000 annually. The compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience. Successful candidates may also be eligible for a discretionary bonus based on CBRE IM's applicable benefit program.
        
        Equal Employment Opportunity: CBRE is an equal opportunity employer that values diversity. We have 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).
        
        NOTE: Some, but not all, of our positions may have an additional requirement to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing. If you have questions about the requirement(s) for this position, please inform your Recruiter.

Keywords: CBRE, East Orange , Separate Accounts Associate, CBRE Investment Management, Executive , New York, New Jersey