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Portfolio Analyst jobs in United States
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CBRE · 12 hours ago

Portfolio Analyst

CBRE is a global leader in commercial real estate and investment services, and they are seeking a Portfolio Analyst to deliver strategic insight to client portfolios through research, data collection, and data management. The role involves managing budgeting processes, presenting financial information, and conducting research on industry best practices.
CommercialFinancial ServicesProperty DevelopmentReal Estate
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Responsibilities

Present financial information and additional data for a range of deliverables. Examples include market plans, process improvements, management practices, and business unit communications
Support development of complex evaluations related to specific initiatives. This includes market views and dynamics, and benchmarking
Conduct and present research on industry best practices and benchmarks to clients. Provide preliminary recommendations
Review and document cost saves from regional and national initiatives
Manage the budgeting process for client capital and operating expenses. Provide efficient and reliable service to clients
Have a broad knowledge of own job discipline and some knowledge of several job disciplines within the function
Lead by example and model behaviors that are consistent with CBRE RISE values. May convince to reach an agreement
Impact the quality of own work and the work of others on the team
Work primarily within standardized procedures and practices to achieve objectives and meet deadlines
Explain complex information to others in straightforward situations

Qualification

Data managementFinancial analysisMicrosoft OfficeAdvanced math skillsOrganizational skillsResearch skillsProblem-solvingCommunication skills

Required

Understanding of existing procedures and standards to solve slightly complex problems
Ability to analyze possible solutions using technical experience to apply appropriate judgment and precedents
In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc
Strong organizational skills with an inquisitive mindset
Advanced math skills. Ability to calculate complicated figures such as percentages, fractions, and other financial-related calculations
Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future

Preferred

Bachelor's Degree preferred with 2-5 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered

Benefits

401(K)
Dental insurance
Health insurance
Life insurance
Vision insurance

Company

Operating across every dimension of commercial real estate, CBRE sees more so you can do more.

Funding

Current Stage
Public Company
Total Funding
$3.8B
Key Investors
Athene Capital
2025-11-05Post Ipo Debt· $750M
2025-04-29Post Ipo Debt· $1.1B
2024-02-20Post Ipo Debt· $500M

Leadership Team

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Adam Gallistel
Co-CEO and CIO
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Andrew Glanzman
Chief Executive Officer of CBRE’s Real Estate Investments
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Company data provided by crunchbase