The CBRE Institutional Debt Advisory Team, led by Tom Traynor and James Millon, arranges property-level financing for institutional investors and owners of institutional real estate. The team covers all asset classes (office, industrial, multifamily, hospitality, retail, data centers, healthcare, life sciences, etc.), geographies (including international), and execution types (CMBS, bank balance sheet, life insurance company, debt fund, agency, etc.).
As a Financial Analyst on the Institutional Debt Advisory Team, the candidate will contribute immediately on live deals, pitches and client assignments. Everyday tasks will include financial modeling in Excel and Argus, marketing materials preparation, conducting due diligence and interfacing with the lending community and clients.
The ideal candidate will have 1-2 years of experience in a real estate finance-related role with a focus on capital markets and credit-focused lending. In addition to relevant work experience, the ideal candidate works well in a team setting and is capable of meeting deadlines while handling a variety of tasks.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Evaluates and analyzes a variety of financial results and indicators such as capital expenditures, depreciation, proposals, investment opportunities, rate of return, profit plans, operating records, financial statements, etc. Recommends actions that may be taken to improve financial results.
Compiles budgetary and fiscal data received from assigned departments to prepare revenue, balance statements and historical comparisons of departmental expenditures with requested appropriations.
Analyzes records of present and past operations, trends and costs, estimated and realized revenues, administrative commitments, and obligations incurred to project future revenues and expenses.
Assists in preparation of special studies, analyses, and recommendations in areas such as budgets, forecasts, financial plans, governmental requirements, statistical reports, and business forecasts.
Retrieves and organizes data into required reporting formats to provide a basis for comparison and evaluation.
Prepares reports analyzing specific aspects of department structures, functions and operational procedures and recommends ways to improve efficiency and/or effectiveness.
Performs other duties as assigned.
No formal supervisory responsibilities in this position. Provides informal assistance such as technical guidance, and/or training to co-workers. May coordinate and assign tasks to co-workers within a work unit and/or project.
To perform this job successfully, an individual must be able to perform each essential 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 essential functions.
The ideal candidate will have 1-2 years of experience in a relevant real estate field (capital markets advisory, commercial real estate lending, banking, acquisitions, etc.) with a total of 1-2 years of working experience
Financial modeling experience preferred.
Impressive quantitative and qualitative skills preferred.
A desire to work in a team environment, often under pressure preferred.
Excellent attention to detail preferred.
Openness to curiosity preferred.
Ability to develop and maintain internal and external relationships preferred.
Highly motivated with ability to operate and manage numerous tasks, conflicting priorities and requests preferred.
A high level of integrity and professional judgement preferred.
EDUCATION and EXPERIENCE
Bachelor's degree (BA/BS) from a four-year college or university in a business related field. Some prior related work experience preferred but not required.
CERTIFICATES and/or LICENSES
Strong written and verbal communication skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to effectively present information to supervisors and finance management.
Requires knowledge of basic financial terms, concepts and accounting principles.
Ability to comprehend, analyze, and interpret financial information and the ability to accurately explain/report activity in verbal and written communications. Requires intermediate analytical skills.
OTHER SKILLS and ABILITIES
Computer skills, including specific knowledge of Microsoft Office Suite (Excel, Word, Outlook, PowerPoint, etc.). Strong work ethic and adaptable. Willingness to learn Argus Enterprise if not already proficient preferred.
SCOPE OF RESPONSIBILITY
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.
Internal Number: 20018175
With broader and deeper capabilities than any other company, CBRE is the leading full-service real estate services and investment organization in the world.
CBRE Group, Inc. is the world’s largest commercial real estate services and investment firm, with 2017 revenues of $14.2 billion and more than 80,000 employees (excluding affiliate offices). CBRE has been included in the Fortune 500 since 2008, ranking #214 in 2017. It also has been voted the industry’s top brand by the Lipsey Company for 17 consecutive years, and has been named one of Fortune’s “Most Admired Companies” in the real estate sector for six years in a row. Its shares trade on the New York Stock Exchange under the symbol “CBRE.”
CBRE offers a broad range of integrated services, including facilities, transaction and project management; property management; investment management; appraisal and valuation; property leasing; strategic consulting; property sales; mortgage services and development services.