Private Equity Analyst

JOB SUMMARY

The CBRE Private Equity Analyst position is responsible for interaction within our internal organization, borrowers, clients, contractors, attorneys, title companies, architects, brokers, appraisers, and other deal related parties. The position requires the ability to independently perform: preparation of formal written presentations analyzing a wide spectrum of issues relating to both loan and property-level requests, delivery of the highest level of customer service to both internal and external clients, prepare detailed financial analysis, modeling and commercial mortgage underwriting duties, abstracting of loan and transactional documents, property inspections, and other functions including; market / sub-market research and presentation and creation of written presentations.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Assists Portfolio Managers by performing tasksinvolved in monitoring the performance and progress under business plansrelated to a defined portfolio of assigned commercial real estate loans andjoint venture investments.

• Mentors, trains, and may manage analysts.

• Provides excellent customer service and problemresolution for clients, borrowers, and internal / external customers.

• Reviews and interprets loan documents, joint ventureand other deal documents and monitors compliance in accordance with thosedocuments.

• Analyses propertylevel financial statements including operating statements, balance sheets andrent rolls.

• Conducts research and financial analysis ofcommercial real estate properties, loans and portfolios.

• Assists with data compilation for clientdecisions and makes presentations based on analysis that will be used forinvestment decisions.

• Buildsand maintains complex financial models to track the performance of transactionsfrom inception through deal exit, that require advanced excel skills and asolid understanding of time value of money principals.

• Builds and maintains financial models to trackcontracts and cash flows from the sellout of condominium projects or othersellout type projects.

• Builds and maintains complex financial models totrack capital inflows and outflows related to ground up and major renovationcommercial real estate deals with multiple capital partners.

• Reconciles andreviews loan draws for funding of construction, leasing and capital costs.

• Identifiesproject risk, develops risk mitigation strategies and/ or contingency plans,and implements action plans to reduce or eliminate project risks.

• Performs valuations of properties in excel and/ orArgus.

• Conducts property inspections in coordination withclient and/or 3rd party inspector as needed.

• Reviews budgets annually and monitors operatingstatements on a periodic basis, spreading both to industry standards uponreceipt and benchmarking to the underwriting projections.

• Performs other duties and special projects asassigned.

SUPERVISORY RESPONSIBILITIES

May be responsible for training,mentoring or managing Portfolio Analysts or Associates.

QUALIFICATIONS

To perform this job successfully,an individual must be able to perform each essential duty satisfactorily. Reasonableaccommodations may be made to enable individuals with disabilities to performthe essential functions. Therequirements listed below are representative of the knowledge, skill, and/orabilities requisite to this position:

• Exceptional professional writing and verbalcommunication skills are essential.

• General underwriting capabilities and anunderstanding of commercial and construction real estate asset types.

• Experience tracking construction projects forcapital providers a plus.

• Ability to work in a fast-paced environment andsimultaneously manage and effectively prioritize numerous complex transactionsand issues.

• Detail oriented and dedicated to accuracy.

• Extensive MS Excel experience building models,both for tracking performance and forecasting cash flows.

• Complete understanding of time value of moneyconcepts a must.

• Excellent organizational skills.

• Strong problem resolution skills.

• Great attentionto detail, analytical mindset and ability to work independently as well as in ateam environment.

• Previous workexperience in commercial real estate with focus on cash flow modeling,construction loan administration, valuation and / or loan servicing.

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

EDUCATION and EXPERIENCE

Master’s Degree in Business orReal estate, Bachelor’s degree from a four-year college or universitypreferred. High School diploma or General Education Degree required with aminimum of 2 years related experience.

CERTIFICATES and/or LICENSES

None

COMMUNICATION SKILLS

• Ability to read, analyze and interpret loandocuments and industry reports

• Ability to prepare clear, concise, complete, andcompelling transactional presentations, reports, and business correspondence

• Ability to effectively present information toexternal clients and customers as well as internal management

• Ability tocommunicate directions and guidance to others.

FINANCIAL KNOWLEDGE

Advancedunderstanding of the principles of real estate and finance, including timevalue of moneyprincipals. Ability to perform financial calculations and model cash flowsusing MS Excel.

REASONING ABILITY

Ability to define problems, collect data,establish facts, and draw valid conclusions.

Ability to interpret an extensive variety of instructions in written ordiagram form and deal with disparate abstract and concrete variables.

OTHER SKILLS and/or ABILITIES

Proficient in comment Microsoft products such as Word, Excel, Outlook,etc

Why CBRE?

When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values — respect, integrity, service and excellence — and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants.

Our Values in Hiring

At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.

Applicant AI Use Disclosure

We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process.

About CBRE Group, Inc.

CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world’s largest commercial real estate services and investment firm (based on 2024 revenue). The company has more than 140,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). Please visit our website at www.cbre.com .

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 [email protected] or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).

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