Conducts research on companies and real estate assets. Presents their analysis for presentations and tracking purposes in appropriate databases.

Creates reports on a(n) entity's/property's financial position outlining assumptions and valuation.

Interacts with team members, clients, and potential investors with respect to financial analysis.

Writes the financial section of Placement Memorandum. Answers questions from potential clients regarding the financial modeling associated with Placement Memorandum.

May coordinate activities of support staff.

Other duties may be assigned.

SUPERVISORY RESPONSIBILITIES

Coordinates and assigns tasks to co-workers within a work unit and/or project. Coordinates the work to be completed but is not responsible for formal supervision of employees.

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.

EDUCATION and EXPERIENCE

Bachelor's degree (BA/BS) from four-year college or university in Finance or related field and a minimum of zero to two years of related experience and/or training.

Takes Series 79 and 63 Securities License during first three months of employment.

COMMUNICATION SKILLS

Ability to comprehend, analyze, and interpret various types of business documents. Ability to write reports, manuals, speeches, and articles in a pre-designed style and format. Ability to effectively respond to complex inquiries or complaints from clients, co-workers, supervisor, and/or management. Ability to present information to an internal department and/or large groups of employees.

Requires in-depth knowledge of financial terms and principles. Ability to calculate complex figures. Conducts financial/business analysis including the preparation of reports.

Ability to solve problems involving several options in situations. Requires intermediate analytical and quantitative skills.

Advanced skills with Microsoft Office Suite, especially Excel. Knowledge of Argus and other real estate valuation software a plus.

Decisions made with understanding of procedures, company policies, and business practices to achieve general results and deadlines. Responsible for setting work unit and/or project deadlines. Errors in judgment may cause short-term impact to department.

SCOPE OF RESPONSIBILITY

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.