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The available position is for a Portfolio Analyst within the Portfolio Analytics Department of CBRE IM Listed Real Assets. The successful candidate will be responsible for providing analytical and organizational support to the Investment, Client Service, and Marketing teams in the management of CBRE IM LRA’ portfolios. Specific duties include, but are not limited to, portfolio attribution analysis, performance calculations, calculation of fundamental statistics, regular investment team reporting functions, administration of attribution software and proprietary databases, portfolio risk monitoring and reporting, client reporting, the preparation of marketing materials, and ad hoc data related requests from the CBRE IM Listed Real Assets teams and clients.
Performance Skills
- Complete tasks with high level of accuracy, attention to detail, and motivation;
- Apply systems thinking to generate solutions; focus on process; evaluate alternative solutions;
- Interact and communicate effectively and professionally with colleagues, clients, and senior management;
- Organizational skills and the ability to efficiently manage several tasks simultaneously to meet deadlines;
- Quantitative and problem-solving skills;
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Qualifications
- Bachelor’s degree in Accounting, Finance, Business Administration, Economics, or related quantitative degree;
- New graduates with relevant internship experience;
- Strong technical and Microsoft Excel skills are required;
- Understanding of investments, portfolio and performance concepts, Modern Portfolio Theory, investment statistics, risk statistics, and fundamental equity valuation statistics is preferred;
- Exposure to database applications (SQL), APX, FactSet, Power BI a plus.
Source: CBRE Career Page
