Senior Investment Analyst - EMEA Separate Accounts - #2088726

Senior Investment Analyst - EMEA Separate Accounts

Job-ID

213801

Organisation

REI Segment

Arbeitszeit

Vollzeit

Bereich

Investmentbanken, Investitionsmanagement

Standort(e)

Frankfurt am Main - Hessen - Germany
We have an exciting opening for a Senior Analyst, based in Frankfurt, working within the European Separate Accounts team. Your primary role is to support Portfolio Managers with the management of separate account client portfolios, which span all major sectors (offices, retail, logistics, residential) on a global scale. The role is broad and offers the opportunity to be involved in various activities for multiple clients varying from the day-to-day operations to the formulation of strategy. You will liaise with local transaction and asset management activity to ensure the investment strategy is implemented and optimum performance is delivered. In addition to your core responsibilities, you will also work with the broader separate accounts team and play an important role in strategic projects, such as (the structuring of) complex and large portfolio/platform deals with a focus on the investor client structuring side. All with the aim to scale up our platform further. We offer a diverse, flexible, dynamic and international working environment in which you can learn and grow as an investment management professional. Are you ready for such an exciting and unique opportunity? Please read more below! Key Responsibilities

• Provide support with portfolio construction, on-going monitoring of the assets and reporting to clients through production of quarterly reports and client presentations;
• Responsible for client investment data in the client investment plan and databases;
• Track relevant data for client performance and investment performance. This includes the review of the portfolio forecasting model, and detailed analysis of individual assets by analysing and approving the asset business plans;
• Participate in monitoring portfolio performance as well as the review and subsequent participation of acquisition (and disposal) processes, having an understanding of the forecast returns and risks for individual investments and be aware of relevant issues that may impact portfolios.
• Assist with responses to clients’ and internal information requests;
• Work on ESG strategies and their implementation, including the completion of the annual GRESB questionnaire;

Requirements / Person Specification

• Master’s degree with strong financial skills. You ideally have a relevant accounting, economics, finance, or real estate qualification.
• Minimum of 2 years of relevant industry experience, ideally acquired in a real estate investment or investment management environment.
• Ability to provide efficient, timely, reliable and courteous service to clients. Ability to effectively present information. Ability to respond effectively to sensitive issues.
• Demonstrated critical thinking, initiative and good judgement as well as constructive problem solving.
• Team-player and ability to work in a cross-cultural and multi-disciplinary environment/team.
• Excellent communication skills, both verbally and in writing. Fluency in German and English is required, fluency in another language is an advantage.
• Good understanding of financial modelling with a high level of proficiency in Excel.
• Willingness and ability to travel within Europe.

What we offer! We offer the opportunity to join the CBRE Investment Management Investment Analyst Program. Within this training program (for Analyst/Sr Analysts) you can fulfil challenging training, tasks or projects in the fields of Asset Management, Transactions and Fund management. You will get familiar with the CBRE Investment Management way of investing and have the chance to boost your personal and professional development, focusing on both technical as well as soft skills. You will follow the training modules together with other Analysts (from all regions, also APAC and Americas). It will give you the perfect opportunity to boost your career and build an (international) network in the real estate investment industry. About the team/department This position is with the Frankfurt based EMEA Separate Accounts Portfolio Management team located at the Omnitower in Frankfurt / Germany, in the heart of the Financial District. The team currently comprises approximately 4 professionals and is supported by a dedicated financial management team (CFO and controllers). The team members are multinational in origin and we welcome the diversity this brings. You will also engage with various departments within the wider organization, such as the local asset management, finance and transaction teams, the EMEA Legal and Tax teams, and Analytics. #CBREIM
Investment Management
CBRE Investment Management is a leading global real assets investment management firm operating in over 30 offices and 20 countries around the world. Through its investor-operator culture, the firm seeks to deliver sustainable investment solutions across real assets categories, geographies, risk profiles and execution formats so that its clients, users, people and communities thrive.