Associate – Advisory and Transactions at CBRE Excellerate

Key Responsibilities:
Advanced Research and Analysis:

• Lead market research initiatives and ensure the delivery of high-quality, actionable insights.
• Perform in-depth analysis, drawing from a broad range of data sources, to support strategic decision-making.
• Gather, analyze, and interpret external and internal data.
• Prepare regular market activity reports, tracking trends, and notable transactions.

Financial Analysis and Modelling:

• Design and develop sophisticated financial models to evaluate potential real estate transactions, including acquisitions, dispositions, and leases.
• Conduct sensitivity and scenario analysis to assess potential risks and opportunities.

Client Engagement and Management:

• Assist senior team members in client engagements.
• Serve as a key point of contact for clients, addressing inquiries, and ensuring client satisfaction.
• Develop and deliver impactful client presentations, providing insights and recommendations.

Transaction Oversight:

• Support senior team members in negotiations.
• Supervise and coordinate the due diligence process, ensuring all aspects are managed effectively.
• Review, interpret, and negotiate transaction documentation in collaboration with the legal team.

Team Mentorship:

• Work closely with other departments within CBRE Excellerate to offer comprehensive service solutions to clients.
• Guide and mentor junior analysts, providing training and feedback
• Participate in team meetings, brainstorming sessions, and continuous learning opportunities.
• Collaborate with cross-functional teams within CBRE, fostering a collaborative work environment. Assist in developing and refining the team's methodologies and processes.
• Assist in developing and refining the team's methodologies and processes.
• Keep abreast of industry trends, tools, and technologies, recommending innovations where applicable.

Qualifications and Experience:

• Bachelor’s degree in Real Estate, Finance, Economics, or a related field. Master degree preferred.
• 4-7 years of experience in real estate, financial analysis, or a relevant field.
• Advanced proficiency in MS Office, especially Excel and PowerPoint.
• Familiarity with commercial real estate databases is a plus.
• A track record of successfully managing client relationships and transaction experience.

Key Competencies:

• Super analytical and quantitative skills.
• Exceptional written and verbal communication abilities.
• Detail-oriented with strong organizational skills.
• Strong leadership and mentorship abilities
• Excellent problem-solving and decision-making capabilities.
• Ability to work in a fast-paced, collaborative environment.
• A commitment to continuous professional development.
• Good financial management and business administration skills, eg. Leases, financials, etc
• Ability to understand commercial real estate concepts and the legal context within which commercial contracts are negotiated.
• Engage with market specialists and subject matter experts as needed.
• Provide clients with market and transaction information, as required.
• Ensure projects are managed in accordance with the relevant client processes and protocols, including completion/coordination of all require documentation.
• Ensure effective and timely project reporting of all associated activity.
• Active involvement in weekly work in progress and associated project meetings.
• Ensure all required financial metrics are captured.
• Responsible for project completion and KPI’s.

Profit and Finance:

• Correct Allocation of Fee Shares.
• Business Development and Cross-selling.
• Cross-sell services to other skill-lines.

Operational discipline and team collaboration:

• Correct completion of relevant confirmation of instructions.
• Provision of requested information for business purposes within deadlines (eg. covering: case studies; new leads and pursuits for Pipedrive; pursuits, wins and project completions for Team Meetings).
• Effective, accurate and timely maintenance of Revenue Tracker.
• Invoice raising, incl. adhering to FICA requirements.
• Teamwork: evidence of active participation and mutual support (we are better together
• Ownership: take ownership and deliver on promises
• Clients: demonstrate our continued to focus on clients (Clients First!)
• Integrity: treating each other with loyalty and respect.