Private Equity Financial Analyst
CBRE
About the Role
Provide overall support to the Asset Management team in monitoring the performance of an extensive multifamily portfolio for a private equity client.
Key Responsibilities
- Support senior staff in executing the highest performance for a portfolio of multifamily properties to maximize investor returns.
- Conduct research and financial analysis of assigned assets to implement strategic decisions.
- Report on property performance and evaluate risks on P&L statements, development budgets, and loan covenant hurdles.
- Provide general customer service to clients and related contacts.
- Prepare various weekly, monthly, and quarterly reports for the portfolio.
- Accompany Asset Manager on site visits to existing portfolio assets.
- Special projects as needed.
Requirements & Tech Stack
- Highly effective written and verbal communication skills.
- Proven teamwork and leadership through extracurricular activities.
- Intermediate skills in Microsoft Excel and data analysis.
Qualifications
- Bachelor’s degree preferred.
- 0-2 years of relevant experience.
- Relevant work or internship experience preferred.
- Knowledge of commercial real estate principles.
- Displays critical thinking combined with attention to detail.
- Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.