What are the responsibilities and job description for the Sr. Investment Reporting Analyst position at Lensa?
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About The Role
As CBREInvestment Reporting Sr. Analyst, you will workclosely with the accounting team to finalize all performance returns and beable to leverage a strong financial background to complete quarterly tasks.
In this role, you will be responsiblefor assisting with all financial and investment performance reporting for everyproperty assigned to you within the client portfolios.
What You’ll Do
When you join CBRE, you become part of the global leader incommercial real estate services and investment that helps businesses and peoplethrive. We are dynamic problem solvers and forward-thinking professionals whocreate significant impact. Our collaborative culture is built on our sharedvalues — respect, integrity, service and excellence — and we value the diverseperspectives, backgrounds and skillsets of our people. At CBRE, you have theopportunity to chart your own course and realize your potential. We welcome allapplicants.
Our Values in Hiring
At CBRE, we are committed to fostering a culture whereeveryone feels they belong. We value diverse perspectives and experiences, andwe welcome all applications.
Disclaimers
Applicants must be currently authorized to work in theUnited States without the need for visa sponsorship now or in the future.
Include any other disclaimers that are applicable for therole that are not automatically populated in Talent Source. Delete this sectionif not applicable. Examples of relevant disclaimers include U.S. state paytransparency requirements, sponsorship eligibility, COVID-19 requirements, etc.
Applicant AI Use Disclosure
We value human interaction to understand each candidate'sunique experience, skills and aspirations. We do not use artificialintelligence (AI) tools to make hiring decisions, and we ask that candidatesdisclose any use of AI in the application and interview process.
These updates reflect our commitment to clarity,inclusivity, and a consistent candidate experience across all postings. I askyou to encourage your teams to begin incorporating the updated statements intoall new job adverts immediately - this will help us maintain alignment with ourbrand tone and hiring values.
About CBRE Group, Inc.
CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500company headquartered in Dallas, is the world’s largest commercial real estateservices and investment firm (based on 2024 revenue). The company has more than140,000 employees (including Turner & Townsend employees) serving clientsin 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, projectmanagement, cost consulting); Real Estate Investments (investment management,development). Please visit our website at www.cbre.com.
CBRE carefully considers multiple factors to determine compensation, including a candidate’s education, training, and experience. The minimum rate for the Coordinator position is $21.63 per hour and the maximum rate for the Coordinator position is $27.64 per hour. The compensation that is offered to a successful candidate will depend on the candidate’s skills, qualifications, and experience.
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).
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
If you have questions about this posting, please contact support@lensa.com
About The Role
As CBREInvestment Reporting Sr. Analyst, you will workclosely with the accounting team to finalize all performance returns and beable to leverage a strong financial background to complete quarterly tasks.
In this role, you will be responsiblefor assisting with all financial and investment performance reporting for everyproperty assigned to you within the client portfolios.
What You’ll Do
- Responsible for providing support for reporting all asset and portfolio performance (both Time-Weighted Returns & IRRs) to industry reporting associations, Portfolio Management, and all other business units.
- Participate within NCREIF’s Reporting Standards Committee to stay informed of new Standards and be the firm’s liaison to communicating and adopting new standards and adhering to industry “Best Practices”.
- Support performance reporting for each mandate/fund from inception through disposition, including setting up the return structure for all new acquisitions, using Yardi iPlus (Performance Module) to calculate, report, and maintain all investment performance.
- Where applicable, assist in migrating historical investment performance returns from old reporting platform to Yardi’s Performance Platform.
- Assist in collecting, managing and maintaining all internal performance-related data leveraging the firm’s reporting platforms, such as the Yardi Performance Module.
- Help develop and maintain the mapping of all performance return components from income statements and balance sheets to the Yardi Performance Module.
- Maintain and update the Performance Procedure Manual in accordance with the region’s Reporting Standards specific to the client/mandate.
- Work closely with Portfolio Management to automate reporting to Clients, as well as, creating new reporting functionality to better improve performance transparency to Clients
- Help develop and maintain framework for providing performance returns for RFPs and DDQs. When required, work with Product Management, CPM Team and Portfolio Management to respond to requests for Performance Data by asset, mandate or other requests.
- Work closely with our team in Hyderabad by managing and developing quality control, validation reporting, and automation of performance reports.
- In conjunction with the Data Strategy Team, maintain attributes for all assets in assigned Clients and Mandates to ensure accuracy and ability to build out RFPs and Track Records.
- Bachelor's Degree preferred with 1-2 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered.
- 1-2 years experience with Yardi and Yardi Performance Module a plus.
- Intermediate skills with excel (v-look ups, pivot tables)
- SQL, VBA or Python experience a plus.
- Strong organizational skills with an inquisitive mindset.
- Advanced math skills. Ability to calculate complicated figures such as percentages, fractions, and other financial-related calculations.
When you join CBRE, you become part of the global leader incommercial real estate services and investment that helps businesses and peoplethrive. We are dynamic problem solvers and forward-thinking professionals whocreate significant impact. Our collaborative culture is built on our sharedvalues — respect, integrity, service and excellence — and we value the diverseperspectives, backgrounds and skillsets of our people. At CBRE, you have theopportunity to chart your own course and realize your potential. We welcome allapplicants.
Our Values in Hiring
At CBRE, we are committed to fostering a culture whereeveryone feels they belong. We value diverse perspectives and experiences, andwe welcome all applications.
Disclaimers
Applicants must be currently authorized to work in theUnited States without the need for visa sponsorship now or in the future.
Include any other disclaimers that are applicable for therole that are not automatically populated in Talent Source. Delete this sectionif not applicable. Examples of relevant disclaimers include U.S. state paytransparency requirements, sponsorship eligibility, COVID-19 requirements, etc.
Applicant AI Use Disclosure
We value human interaction to understand each candidate'sunique experience, skills and aspirations. We do not use artificialintelligence (AI) tools to make hiring decisions, and we ask that candidatesdisclose any use of AI in the application and interview process.
These updates reflect our commitment to clarity,inclusivity, and a consistent candidate experience across all postings. I askyou to encourage your teams to begin incorporating the updated statements intoall new job adverts immediately - this will help us maintain alignment with ourbrand tone and hiring values.
About CBRE Group, Inc.
CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500company headquartered in Dallas, is the world’s largest commercial real estateservices and investment firm (based on 2024 revenue). The company has more than140,000 employees (including Turner & Townsend employees) serving clientsin 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, projectmanagement, cost consulting); Real Estate Investments (investment management,development). Please visit our website at www.cbre.com.
CBRE carefully considers multiple factors to determine compensation, including a candidate’s education, training, and experience. The minimum rate for the Coordinator position is $21.63 per hour and the maximum rate for the Coordinator position is $27.64 per hour. The compensation that is offered to a successful candidate will depend on the candidate’s skills, qualifications, and experience.
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).
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
If you have questions about this posting, please contact support@lensa.com
Salary : $22 - $28