Portfolio Analyst Job ID 201843 Posted 03-Feb-2025 Service line Advisory Segment Role type Full-time Areas of Interest Valuations/Appraisal Location(s) Richardson - Texas - United States of America **About the Role:** As a CBRE Portfolio Analyst, you will assist Portfolio Managers with managing small to medium accounts and fund portfolios. **What You’ll Do:** + Manage the intake, tracking, and delivery of portfolio assignments on a National Level + Oversee a shared Outlook mailbox, forwarding correspondence as appropriate and escalating issues to leadership + Works in conjunction with Portfolio team members to tackle all tasks on timely fashion. + Maintain communication with clients, originators, and appraisers based on internal best practices and client needs + Review assistance provided by various operations teams + Maintain assignment details in internal database + Performs other duties as assigned. **What You'll Need:** _To perform this job successfully, an individual will need to perform each crucial 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 essential functions._ + Bachelor's Degree with 2 years of relevant experience preferred. In lieu of a degree, a combination of experience and education will be considered. + Ability to prioritize and coordinate tasks efficiently ensuring all deadlines are met. + 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. + Ability to comprehend, analyze, and interpret documents. Able to solve problems involving several options in situations. Requires intermediate analytical and quantitative skills. + Advanced proficiency in Microsoft Office Suite. Spreadsheet skill set to include advanced functions such as graphics, pivot tables. + 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. Coming to work for CBRE, you will receive a comprehensive benefits package, 401k, and extraordinary perks such as career growth and longevity! **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. CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)