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CBRE Portfolio Management Senior Analyst in Houston, Texas

Portfolio Management Senior Analyst

Job ID




Service line

Advisory Segment

Role type


Areas of Interest

Capital Markets


Houston - Texas - United States of America

Are you ready to start an exciting career with CBRE?

About The Role:

  • Responsible for performing specific and overall support for Portfolio Manager in the servicing of multiple portfolios of commercial real estate loans. Conducts moderate to complex research and financial analysis of commercial real estate properties, loans, and portfolios.

What You'll Do:

  • Provide overall customer service to lenders and borrowers.

  • Responsible for preparing recommendations for lender consent such as future funding disbursements, reserve draws, leases, and several other real estate related matters.

  • Conduct advanced analysis of property and guarantor financial statements and accurately calculate financial covenants for lender reporting.

  • Coordinate with internal groups on matters related to tax and insurance monitoring, wire disbursements, borrower financial collections etc.

  • Responsible for ensuring completeness and accuracy of assigned portfolio reports to distribute to lender on a weekly and/or monthly basis.

  • Train Portfolio Analysts on operating statement analysis, reporting, lender consent items, etc.

  • No formal supervisory responsibilities in this position. May provide informal assistance such as technical guidance, and/or training to coworkers. May coordinate tasks with co-workers within a work unit and/or project.

What You'll Need:

  • To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • High School diploma or General Education Degree (GED) required with minimum of 5 years of related work experience. Bachelor's degree from a four-year college or university preferred and/or a minimum of 3 years related work experience.

  • Excellent written and verbal communication skills. Strong organizational and analytical skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to effectively present information.

  • Requires knowledge of financial terms and principles. Ability to calculate advanced financial ratios and analyze overall portfolio performance.

  • Ability to comprehend, analyze, and interpret documents. Ability to solve problems involving several options in situations. Requires intermediate analytical and quantitative skills.

  • Proficient in Microsoft Suite Products including: Word, Excel, Power Point and Outlook. Experienced in using loan servicing database system (McCracken Strategy preferred).

  • Decisions made with understanding of procedures and company policies to achieve set results and deadlines. Responsible for setting own project deadlines. Errors in judgment may cause short-term impact to co-workers and supervisor.

  • Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.


When you join CBRE you will have the support and resources of a global firm where an entrepreneurial mentality is encouraged. You'll realize your potential with exciting work, fast-paced assignments, an environment of constant learning and dedication to results! To enable your success, we provide the best tools, training and leaders in the industry.

Our culture is built on our RISE (https://www.cbre.com/about-us/culture-and-history) values and reflects the needs and perspectives of our clients and our people. Our work is guided by our North Star: Crafting the real estate solutions of tomorrow, so businesses and people thrive.

Coming to work for CBRE, you will receive a comprehensive benefits package, 401k, and extraordinary perks such as career growth and longevity!

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 recruitingaccomodations@cbre.com or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).

NOTE: Some, but not all, of our positions may have an additional requirement to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing. If you have questions about the requirement(s) for this position, please inform your Recruiter.

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