Senior Analyst Global Alpha Fund

CBRE, Inc.

Senior Analyst Global Alpha Fund

Salary Not Specified

CBRE, Inc., City of Westminster

  • Full time
  • Permanent
  • Onsite working

Posted 2 weeks ago, 31 Aug | Get your application in now before you miss out!

Closing date: Closing date not specified

job Ref: f843606082a4476da8d3b2009ee288aa

Full Job Description

An exciting opportunity to join the Global Alpha Fund team as a Sr. Analyst and work for CBRE Global Investment Management's flagship global, core plus, open end fund product. The Global Alpha Team is dynamic and this role sits at the heart of the day-to-day operations including close interaction with the Fund Manager and wider portfolio management and investment team.

Global Alpha is diversified across geographies and sectors, using a range of investment structures including funds, joint ventures, co-investments, club deals, listed investments and direct assets. This role includes portfolio management responsibilities for the Global Alpha Fund including input on portfolio strategy, investment selection, portfolio monitoring, and client relationship management.

As a member of the portfolio management team for Global Alpha you will be responsible for contributing to superior investment performance. Assess new investment opportunities. Review and monitor existing portfolio holdings via detailed performance attribution analysis. Work with Client Solutions to enable coherent, insightful reporting to investors.

What You'll Do:

  • Think independently, evaluate investment opportunities, and provide recommendations as part of the Fund Management team.


  • Collaborate with the regional investment teams, performance analytics team, and financial operations team to aggregate portfolio data and insights.


  • Assist in executing due diligence of complex transactions as well as monitoring and forecasting investments.


  • Provide excellent customer service and problem resolution for clients, sponsors, and internal partners.


  • Review and interpret high level deal documents, including joint venture agreements and monitor compliance in accordance with those documents.


  • Conduct research and financial evaluation of large commercial real estate properties and portfolios. Present findings that will be used to drive potential investment opportunities.


  • Contribute to Fund quarterly reporting process.


  • Apply general knowledge of standard principles and techniques/procedures to accomplish assigned tasks and solve routine problems.


  • Have a broad knowledge of own job discipline and some knowledge of several job disciplines within the function.


  • Lead by example and model behaviors that are consistent with CBRE RISE values.


  • Impact the quality of own work and the work of others on the team.


  • Work primarily within standardized procedures and practices to achieve objectives and meet deadlines.

    Bachelor's Degree preferred with 2-5 years of relevant experience, with a preference, but not a requirement, for experience in a multi asset investment management or real estate investment management environment. In lieu of a degree, a combination of experience and education will be considered.


  • Understanding of existing procedures and standards to solve complex problems.


  • Ability to analyze possible solutions using technical experience to apply appropriate judgment and precedents.


  • In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc.


  • Strong organizational skills with an inquisitive mindset.


  • Advanced math skills. Ability to calculate complicated figures such as percentages, fractions, and other financial-related calculations.


  • Excellent written and verbal communication skills and experience producing dynamic written content and presentation materials.


  • Excellent interpersonal skills in a team environment.

    CBRE REI


  • As an investment management leader with over 40 years of experience, we offer a broad and deep investment platform that seeks to consistently deliver world-class investment results and exceptional client service. Our focus on real estate and infrastructure, comprehensive capabilities and commitment to our clients gives us a distinct competitive advantage.

    With portfolio managers who are real asset experts on the ground in more than 20 countries, we actively manage and operate assets to seek to maximize returns, moving capital effectively and efficiently across borders, and providing our clients value around the world.

    Find out more (https://www.cbreim.com/)

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