Analyst, Analytics and Reporting- Investment Management

Analyst, Analytics and Reporting- Investment Management

Job ID

188416

Posted

09-Oct-2024

Service line

REI Segment

Role type

Full-time

Areas of Interest

Accounting/Finance, Data & Analytics, Investment Management

Location(s)

Toronto - Ontario - Canada

The Role

The Analytics and Reporting Analyst supports the Firm with data and portfolio analytics and reporting required for internal business units and management reporting and works in conjunction with internal teams at CBRE Investment Management. The Analyst provides analytical and organizational support to the Finance, Clients Solutions, and Investments teams to manage private infrastructure portfolios.

Responsibilities

• Provides analytical and organizational support to internal teams in the management of private infrastructure portfolios, including responding to ad-hoc requests, attribution analysis, monitoring and maintenance of industry benchmarks, performance calculations, preparing data for marketing materials, and participating in the preparation of client reports.

• Analyzes, synthesizes, and compiles large data sets including but not limited to: AUM, Capital Raise, Capital Deployed, IRR for internal and external reporting.

• Facilitates quarterly management reporting by tracking, compiling, and forecasting firm-level metrics

• Provides quarterly reporting metrics per client and product to the Firm's Management Committee and CBRE Investment Management.

• Assists in tracking, reporting, and compiling information for the monthly transaction pipeline for the Firm's Management Committee and CBRE Investment Management.

• Compiles information regarding firm assets and various metrics for ad-hoc surveys and questionnaires.

• Assists with CRM and investor portals platform management, including maintaining dashboards, content, tracking, closings, and investor pipeline.

• Assist in the preparation of hedging materials.

• Demonstrates quality control, thoughtful analysis, governance, and transparency

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Qualifications

• 0-2 years of prior experience in the investment industry conducting reporting or business analysis activities with knowledge of private markets (infrastructure preferred) or related experience in accounting or data science; recent graduates will be considered and need to have the same relevant experience during summer internships or co-op terms.

• Undergraduate degree in Business Management, Statistics, Data Science, Computer Science, Information Management, Economics, Mathematics, Accounting or Finance, with a strong academic record; recent graduates, please provide a transcript.

• Knowledge of financial reporting and analytical techniques; proven ability to collect, interpret, extract, organize, analyze, disseminate and apply significant amounts of information and complex data with attention to detail and accuracy.

• Knowledge of tools to query and manipulate data, including Allvue, Power BI, advanced Excel and SQL databases is a plus.

• Knowledge of financial terms and principles; experience conducting advanced analysis.

• Ability to calculate intermediate figures such as time-weighted returns, internal rates of returns, and review trends is an asset.

• Proven exceptional written and oral communication skills, intellectual agility, and the ability to manage multiple workstreams simultaneously; Adept at queries, report writing and presenting finds.

• Proficient in Power BI, Excel, Word and PowerPoint; knowledge of database creation and management.

• Further, you are an ambitious self-starter, a solid team player with a positive attitude and possess high professional and ethical standards. You endeavor to perform work beyond what is required at your level and are willing to "roll up your sleeves" in an entrepreneurial environment to get work done as necessary. You have demonstrated the ability to be innovative and persistent of gathering and evaluating information and quickly assimilate knowledge

#CBREIM

#INDSJ

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