CBRE · 4 hours ago
Sr. Investment Reporting Analyst
Dallas, TX
Full-time
Onsite
Mid, Senior Level
1+ years expCBRE is the world’s largest commercial real estate services and investment firm, headquartered in Dallas. The Sr. Investment Reporting Analyst will work closely with the accounting team to finalize performance returns and support financial and investment performance reporting for client portfolios.
CommercialFinancial ServicesProperty DevelopmentReal Estate
No H1B
Responsibilities
Responsible for providing support for reporting all asset and portfolio performance (both Time-Weighted Returns & IRRs) to industry reporting associations, Portfolio Management, and all other business units
Participate within NCREIF’s Reporting Standards Committee to stay informed of new Standards and be the firm’s liaison to communicating and adopting new standards and adhering to industry “Best Practices”
Support performance reporting for each mandate/fund from inception through disposition, including setting up the return structure for all new acquisitions, using Yardi iPlus (Performance Module) to calculate, report, and maintain all investment performance
Where applicable, assist in migrating historical investment performance returns from old reporting platform to Yardi’s Performance Platform
Assist in collecting, managing and maintaining all internal performance-related data leveraging the firm’s reporting platforms, such as the Yardi Performance Module
Help develop and maintain the mapping of all performance return components from income statements and balance sheets to the Yardi Performance Module
Maintain and update the Performance Procedure Manual in accordance with the region’s Reporting Standards specific to the client/mandate
Work closely with Portfolio Management to automate reporting to Clients, as well as, creating new reporting functionality to better improve performance transparency to Clients
Help develop and maintain framework for providing performance returns for RFPs and DDQs. When required, work with Product Management, CPM Team and Portfolio Management to respond to requests for Performance Data by asset, mandate or other requests
Work closely with our team in Hyderabad by managing and developing quality control, validation reporting, and automation of performance reports
In conjunction with the Data Strategy Team, maintain attributes for all assets in assigned Clients and Mandates to ensure accuracy and ability to build out RFPs and Track Records
Qualification
Required
Bachelor's Degree preferred with 1-2 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered
1-2 years experience with Yardi and Yardi Performance Module a plus
Intermediate skills with excel (v-look ups, pivot tables)
Strong organizational skills with an inquisitive mindset
Advanced math skills. Ability to calculate complicated figures such as percentages, fractions, and other financial-related calculations
Preferred
SQL, VBA or Python experience a plus
Company
CBRE
Operating across every dimension of commercial real estate, CBRE sees more so you can do more.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$3.8BKey Investors
Athene Capital
2025-11-05Post Ipo Debt· $750M
2025-04-29Post Ipo Debt· $1.1B
2024-02-20Post Ipo Debt· $500M
Leadership Team
Adam Gallistel
Co-CEO and CIO
Andrew Glanzman
Chief Executive Officer of CBRE’s Real Estate Investments
Recent News
The Real Deal
2026-01-07
Business Standard India
2025-12-05
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