The purpose of this position is to manage and support the achievement of strategic goals and objectives for Clients through development of analytical frameworks, utilization and improvement of existing tools and synthesis, organization and presentation of findings.
By providing assistance and support for all portfolio strategy and transaction reporting activities, both internal and external facing for a defined group of client portfolios off properties and on behalf of team executive leadership, transaction managers and our corporate clients. Prepares and presents detailed and multifaceted dashboards and business intelligence tools tailored for decision making, financial modeling and valuation analysis, sale vs lease analysis including, but not limited to, balance sheet considerations, profit and loss statements, and variable tax consequences. Assists with project management and portfolio planning, helping clients to strategize, assess, and implement occupancy needs.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Drafts and creates a large variety of detailed analyses and relevant documents, including but not limited to: project initiation, market comparable reports, Requests for Proposals (RFPs), proposal comparison packages, letters of intent, and broker's opinions of value.
Partners with owners/managers of databases containing supply (lease administration and portfolio reports), demand (occupancy) and cost (operating expense) information. Develops comprehensive management models to support strategic consulting efforts and assignments.
Prepares and presents financial analysis results for Portfolio Planning and Transaction Management projects. Understands how to calculate book and cash flow projections, NPV (net present value), and/or IRR (internal rate of return) to enable clients to make more informed decisions.
Supports the management and achievement of financial, operational and other measures established for the client or specific engagements as reported in defined deliverables and KPI's (Key Performance Indicators) established for clients.
Incorporates data from multiple sources to generate monthly reports, ensuring accuracy and data integrity in project reporting for Portfolio Planning and Transaction Management teams.
Collaborates with team members and the client to develop real estate plans and implement strategies for achieving savings and cost avoidance goals as required by the client or specific engagement.
Assist in creating and maintaining internal measurement tools and processes.
May conduct periodic interviews of business unit and other client leaders to identify future business direction related to growth, labor, market changes and other issues that could impact real estate requirements or provide insights relative to strategic and/or optimization-focused initiatives as required.
May develop benchmarks for the client's real estate portfolio to identify trends, risks, and opportunities.
Prepares and presents to stakeholders deliverables in oral, written, and visual formats relative to client strategy, industry benchmarks and best practices, and other topics as required.
This role will have substantial internal and external client facing, so the ability to convey complex information clearly and cogently is crucial.
Utilizes programs like Tableau, Excel and other Business Intelligence tools to construct data sets that provide analytic stories, predictive analytics to stakeholders.
Other duties may be assigned.
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. degree or MBA preferred. 5+ years corporate real estate experience with emphasis on Strategic Planning, Occupancy Planning, and Transaction Management; expertise in corporate finance preferred with 5+ years asset/portfolio management experience. Experience with Tableau, Excel or other Business Intelligence application highly preferred.
CERTIFICATES and/or LICENSES
Real estate license (where required by state law) Professional certification, professional designations (e.g. BCCR, CCIM, CPM, MAI) and/or graduate level training in commercial real estate is desirable.
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 respond effectively to sensitive issues.
Requires advanced knowledge of financial terms and principles. Ability to calculate intermediate figures such as percentages, discounts, and commissions. Conducts advanced financial analysis.
Ability to comprehend, analyze, and interpret complex documents. Ability to solve problems involving several options in situations. Requires advanced analytical and quantitative skills.
OTHER SKILLS and ABILITIES
Proficient use of Microsoft Office Suite Products. Knowledge of real estate-specific software solutions like Tririga, Manhattan CenterStone, Siterra Plus, or Argus is a plus.
Internal Number: 19015251
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.