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Portfolio Analyst
Portfolio Analyst-March 2024
Houston
Mar 27, 2025
About Portfolio Analyst

  Portfolio Analyst

  Job ID

  149383

  Posted

  10-Jan-2024

  Service line

  Advisory Segment

  Role type

  Full-time

  Areas of Interest

  Capital Markets

  Location(s)

  Houston - Texas - United States of America

  About the role

  Responsible for performing general support functions for Portfolio Managers in the servicing of multiple portfolios of commercial real estate loans. Conducts research and financial analysis of commercial real estate properties, loans and portfolios.

  What you’ll do

  Conducts research and financial analysis of commercial real estate properties, loans and portfolios. Assists with data compilation for lender decisions. Makes presentation of analysis that will be used for investment decisions.

  Assists Portfolio Managers by performing tasks involved in monitoring the performance of assigned commercial real estate loan portfolios.

  Provides general customer service to clients and related contacts.

  Prepares various monthly and quarterly reports for portfolios.

  What you’ll need

  To perform this job successfully, an individual must perform each duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

  Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

  High School diploma or General Education Degree (GED) required with a minimum of 3 years related experience. Bachelor's degree from a four-year college or university preferred.

  Ability to comprehend and interpret instructions, short correspondence, and memos and ask clarifying questions to ensure understanding. Ability to write routine reports and correspondence. Ability to respond to common inquiries or complaints from clients, co-workers, and/or supervisor. Ability to effectively present information to an internal department and/or large groups of employees.

  Requires basic knowledge of financial terms and principles. Ability to calculate simple figures such as percentages.

  Ability to understand and carry out general instructions in standard situations. Ability to solve problems in standard situations. Requires basic analytical skills.

  Intermediate skills with Microsoft Office Suite products such as Word, Excel, Outlook, etc.

  Decisions made with general understanding of procedures and company policies to achieve set results and timelines. Errors in judgment may cause short-term impact to co-workers and supervisor.

  You'll receive a comprehensive benefits package, 401k, paid time off and other amazing perks such as career growth.

  Why CBRE?

  A culture of respect, integrity, service and excellence crafts our approach to every opportunity!

  We are guided by the needs of the cities we inhabit, the communities we build and the world we live in!

  Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future

  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. We also provide reasonable accommodations, as needed, throughout the job application process. If you have a disability that inhibits your ability to apply for a position through our online application process, you may contact us via email at [email protected] 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.

  CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)

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