Senior Portfolio Analyst - Houston Texas

Company: CBRE
Location: Houston, Texas
Posted On: 01/09/2025

Senior Portfolio Analyst

Job ID

182683

Posted

20-Nov-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 specific and overall support for Portfolio Managers in the servicing of multiple portfolios of commercial real estate loans. Conducts moderate to complex research and financial analysis of commercial real estate properties, loans and portfolios.

What you'll do

• Review and approve work/recommendation of analysis performed by Portfolio Analysts.
• Responsible for the interpretation, analysis and approval of property operating statements. Responsible for interpretation, analysis and presentation of borrower correspondence related to lender consent items.
• Responsible for preparing analysis of property level borrower requests relative to the commercial real estate properties securing loans in the CBRE Loan Services portfolio.
• Conduct weekly conference calls with lenders and borrowers to discuss client management opportunities, current loan portfolio performance and issues, etc. Handle lender inquiries relative to property and loan level issues, property operating performance, valuation, inspections, market analysis, lender consent items, etc.
• Train employees relative to operating statement analysis, valuations, reporting, inspections, lender consent items, etc.
• No formal supervisory responsibilities in this position. May provide informal assistance such as technical guidance, and/or training to coworkers. May coordinate tasks with co-workers within a work unit and/or project.
  
  What you'll need
  
  • 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.
  • High School diploma or General Education Degree (GED) required with minimum of 5 years of related work experience. Bachelor's degree from a four-year college or university preferred and/or a minimum of 3 years related work experience.
  • Excellent written and verbal communication skills. Strong organizational and analytical skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to effectively present information.
  • Requires knowledge of financial terms and principles. Ability to calculate intermediate figures such as percentages, discounts, and/or commissions. Conducts basic financial analysis.
  • Ability to comprehend, analyze, and interpret documents. Ability to solve problems involving several options in situations. Requires intermediate analytical and quantitative skills.
  • Proficient in Microsoft Suite Products including: Word, Excel, Power Point and Outlook. Experienced in using loan servicing database system (McCracken Strategy preferred).
  • 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.
  • Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future
    Why CBRE?
    
    When you join CBRE you will have the support and resources of a global firm where an entrepreneurial mentality is encouraged. You'll realize your potential with exciting work, fast-paced assignments, an environment of constant learning and dedication to results! To enable your success, we provide the best tools, training and leaders in the industry.
    
    Our culture is built on our RISE values and reflects the needs and perspectives of our clients and our people. Our work is guided by our North Star: Crafting the real estate solutions of tomorrow, so businesses and people thrive.
    
    Equal Employment Opportunity: 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.
    
    Candidate Accommodations: CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com 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. More...

        

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