Portfolio Analyst (Risk & Performance) at CBRE Excellerate

Key Competencies, Skills and Attributes

• Pays attention to detail.
• Safeguards integrity of sensitive client data.
• Deals with large quantities of portfolio and market data.
• Understanding of portfolio and instrument level information.
• Strong analytical skills.
• Proficienct in Excel, SQL and MS Power BI advantageous.
• Good time management, and able to manage deadlines.
• Able to work under pressure.
• Understands industry trends.
• Communicates clearly and politely, both verbally and in writing to clients.
• Able to work independently but also be a team player.
• Uses initiative, is pro-active and possesses problem solving skills.
• Willing to put in long hours when needed to meet deadlines.
• Monthly/Daily Tasks

Work with the team to: 

• Agree and plan work deliverables and priorities. 
• Deal with large quantities of portfolio and market data on a daily basis.
• Retrieve, validate, reconcile, analyse and prepare data for daily, monthly and quarterly deliverables. 
• Interrogate and analyse data to produce client reports. 
• Interpret and analyse report results as input to the advisory services to the client. 
• Safeguard the integrity of sensitive client data. 
• Manually recalculate and verify statistics. 
• Check reports generated by fellow analysts. 
• Provide ad hoc analyses and supporting output. 
• Respond to report queries when required. 

Work with the team to improve work practices: 

• Suggesting and generating ideas for improvement of current or development of future technical solutions, tools and platforms.
• Identifying shortcomings in current work methods and processes. 
• Contributing to the establishment of in quality management processes.

Manage their own performance and career by: 

• Developing career objectives and goals and pursuing it.
• Setting annual work goals and regularly meeting with their line manager to discuss their performance. 
• Contributing to knowledge sharing and participation in special projects. 

APPLICATION CRITERIA

• Bachelor’s or Honours degree in Mathematics, Statistics, Computer Science, Industrial Engineering, Finance or a related field. Inclination to complete the CIPM, FRM or CAIA charter.

EXPERIENCE

• Graduate position to 1-2 years relevant experience.