The purpose of this role may include portfolio manager for small and mid sized separate accounts and funds of funds; sourcing and managing transactions; monitoring and forecasting investments; and client reporting; with some guidance.
As lead portfolio manager for smaller separate accounts and/or funds and assistant portfolio manager for larger mandates, responsible for delivering superior performance. Participates in pitching new mandates. Supports production of client investment plans; maintains target portfolio spreadsheet. Pro-actively sources transactions; manages due diligence process, negotiates terms with managers; produces investment memos. Monitors investments, meets managers regularly, sits on advisory boards, oversees fund research notes. Oversees production of customized section of client/fund reports and communicates actively with clients. Manages analysts. Performs other duties as assigned.
No formal supervisory responsibilities in this position.
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. Professional qualification, RICS, CFA, ACA or equivalent 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. 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. Excellent oral and written English language skills 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.
Source: CBRE Career Page
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