Equity Investment Analyst, Listed Real Assets

About the Role

CBRE Investment Management Listed Real Assets is seeking an Equity Investment Analyst for the listed real estate (REITs) team. This role supports the US Investment Team in analyzing publicly traded real estate companies to construct portfolios that outperform stated benchmarks. The ideal candidate is detail-oriented, intellectually curious, and passionate about equity and real estate markets. The position will provide analytical support with the eventual goal of direct company/sector coverage.

Key Responsibilities

• Undertaking rigorous, detail-driven fundamental research and recommending securities for inclusion in listed real estate portfolios.
• Conducting research including analysis of public documents, SEC filings, quarterly earnings releases, property market fundamentals data, and macro factors.
• Developing, maintaining, and quality-controlling company earnings and valuation models with a high bar for accuracy and internal consistency.
• Engaging with REIT management teams, internal CBRE resources, and sell-side analysts.
• Performing on-site market research to assess the relative growth prospects and quality of REIT portfolios.
• Attending industry conferences.
• Completing ad hoc analytical projects for portfolio management team members.

Requirements & Tech Stack

• Ability to work independently with minimal oversight while contributing to a strong team dynamic; proactive in identifying differences between earnings/asset value expectations and market consensus.
• Ability to focus effectively on multiple tasks or projects simultaneously.
• Exceptional attention to detail.
• Strong Excel and AI skills with complex modeling ability.
• Strong verbal and written communication skills.
• Proficiency in Claude and financial databases is preferred.
• Familiarity with financial statements and understanding of investments, portfolio concepts, financial markets, and performance measurement is preferred.
• Exposure to FactSet is a plus.

Qualifications

• Bachelor’s degree in Economics, Finance, Real Estate, Quantitative Finance, Math, or related fields.
• 0–5 years of experience in equity research, real estate investment, investment banking, or other relevant investment experience.
• Prior exposure to listed real estate or REIT analysis is a plus.
• Previous experience within the investment market with a demonstrated record of success.
• Strong quantitative and problem-solving skills; comfort working with large datasets.
• Genuine interest in equity markets and real estate securities; familiarity with REIT fundamentals, real estate underwriting, capital markets, and/or corporate finance is strongly preferred.
• Chartered Financial Analyst (CFA) designation or a willingness to pursue the designation.