About the Role
The Structured Finance Portfolio Manager
position is responsible for interaction within our internal organization, as well as with borrowers, sponsors, clients, contractors, attorneys, title companies, architects, brokers, appraisers, and other deal-related parties. The position requires the demonstrated ability to independently: prepare formal written presentations analyzing a wide spectrum of issues relating to both loan- and property-level requests; deliver the highest level of customer service to both internal and external clients; prepare detailed financial analysis; perform financial and commercial mortgage underwriting tasks and the abstracting of loan and transactional documents. In addition, it requires varying levels of supervision of analysts in the department including quality control related to written presentations, financial analyses, property inspections, and other items; market and submarket research and presentation; oversight and training; and the review and amendment as appropriate of written presentations authored by others. What You’ll Do
Responsible for monitoring the performance of properties and progress of business plans related to a defined portfolio of loans and/or joint venture equity investments
Serve as primary point of contact for clients, borrowers/sponsors, property managers and other parties associated with an assigned portfolio
Communicate issues and updates to management and clients where appropriate
Provide excellent customer service and problem resolution for clients, borrowers/partners and internal / external stakeholders
Review and interpret deal documents and monitor compliance
Perform construction draw reviews and coordinate funding process with inspectors, clients and borrowers
Review and convey an understanding of all aspects of the deals in the assigned portfolio, included in leases for all traditional property types, franchise agreements for hotels, etc.
Responsible for reviewing and analyzing third-party reports
Review materials and prepare recommendations for client review and their approval following requests from borrowers or sponsors
Build and maintain financial models to track capital inflows and outflows related to ground-up and major renovation commercial real estate deals, some with multiple capital partners
Build and maintain financial models related to commercial real estate loans with multiple releases of collateral during the hold period
Monitor borrower or sponsor completion of special-condition items required by the deal documents
Closely work on each assigned investment to help facilitate successful client outcomes
Demonstrate ability to identify project risks, develop risk mitigation and contingency plans, and implement action plans to reduce or eliminate project risk
Be responsible for drafting, managing, updating, and/or reviewing monthly reports as well as managing any specific client requirements
Conduct property inspections in coordination with clients and/or third-party inspectors
Review budgets annually and monitor operating statements on a periodic basis, spreading both to industry standards upon receipt and benchmarking to the underwriting projections
Train and support team members in fulfillment of activities performed on behalf of clients and customers
Other duties and special projects as assigned
What You Need
Bachelor’s degree from a four-year university
3 or more years of experience with underwriting or asset management of commercial real estate; or equivalent combination of education and experience.
Exceptional professional writing and verbal communication skills are essential
Proficient in common Microsoft applications including Excel and Word
Understanding of ARGUS Enterprise asset and portfolio management software
Detailed underwriting capabilities
An understanding of construction and development
Experience tracking construction projects for capital providers
Ability to work in a fast-paced environment and simultaneously manage and effectively prioritize numerous complex transactions and issues
Strong attention to detail and a dedication to accuracy
Extensive Microsoft Excel experience building models, both for tracking performance and forecasting cash flows
Excellent organizational skills
Strong problem-resolution skills
Demonstrated abilities to independently perform assigned duties
Demonstrated abilities to work well in a team environment
Abilities to provide guidance and direction to team members
Previous work experience in commercial real estate with focus on cash flow modeling, construction loan administration, valuation and/or servicing
Understanding of the principles of real estate and finance, specifically time value of money principles
Ability to perform financial calculations
Why CBRE?
When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values — respect, integrity, service and excellence — and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants. Our Values in Hiring
At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications. Applicant AI Use Disclosure
We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process. Disclaimers
Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future. About CBRE Group, Inc.
CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world’s largest commercial real estate services and investment firm (based on 2024 revenue). The company has more than 140,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flexspace & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). Please visit our website at www.cbre.com. CBRE carefully considers multiple factors to determine compensation, including a candidate’s education, training, and experience. The minimum salary for the Facilities Manager position is $92,000 annually and the maximum salary for the Facilities Manager position is $104,000 annually. The compensation offered to a successful candidate will depend on their skills, qualifications, and experience. Successful candidates will also be eligible for a discretionary bonus based on CBRE’s applicable benefit program. This role will provide the following benefits: 401(K), Dental insurance, Health insurance, Life insurance, and Vision insurance. 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 recruitingaccommodations@cbre.com or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada). CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
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The Structured Finance Portfolio Manager
position is responsible for interaction within our internal organization, as well as with borrowers, sponsors, clients, contractors, attorneys, title companies, architects, brokers, appraisers, and other deal-related parties. The position requires the demonstrated ability to independently: prepare formal written presentations analyzing a wide spectrum of issues relating to both loan- and property-level requests; deliver the highest level of customer service to both internal and external clients; prepare detailed financial analysis; perform financial and commercial mortgage underwriting tasks and the abstracting of loan and transactional documents. In addition, it requires varying levels of supervision of analysts in the department including quality control related to written presentations, financial analyses, property inspections, and other items; market and submarket research and presentation; oversight and training; and the review and amendment as appropriate of written presentations authored by others. What You’ll Do
Responsible for monitoring the performance of properties and progress of business plans related to a defined portfolio of loans and/or joint venture equity investments
Serve as primary point of contact for clients, borrowers/sponsors, property managers and other parties associated with an assigned portfolio
Communicate issues and updates to management and clients where appropriate
Provide excellent customer service and problem resolution for clients, borrowers/partners and internal / external stakeholders
Review and interpret deal documents and monitor compliance
Perform construction draw reviews and coordinate funding process with inspectors, clients and borrowers
Review and convey an understanding of all aspects of the deals in the assigned portfolio, included in leases for all traditional property types, franchise agreements for hotels, etc.
Responsible for reviewing and analyzing third-party reports
Review materials and prepare recommendations for client review and their approval following requests from borrowers or sponsors
Build and maintain financial models to track capital inflows and outflows related to ground-up and major renovation commercial real estate deals, some with multiple capital partners
Build and maintain financial models related to commercial real estate loans with multiple releases of collateral during the hold period
Monitor borrower or sponsor completion of special-condition items required by the deal documents
Closely work on each assigned investment to help facilitate successful client outcomes
Demonstrate ability to identify project risks, develop risk mitigation and contingency plans, and implement action plans to reduce or eliminate project risk
Be responsible for drafting, managing, updating, and/or reviewing monthly reports as well as managing any specific client requirements
Conduct property inspections in coordination with clients and/or third-party inspectors
Review budgets annually and monitor operating statements on a periodic basis, spreading both to industry standards upon receipt and benchmarking to the underwriting projections
Train and support team members in fulfillment of activities performed on behalf of clients and customers
Other duties and special projects as assigned
What You Need
Bachelor’s degree from a four-year university
3 or more years of experience with underwriting or asset management of commercial real estate; or equivalent combination of education and experience.
Exceptional professional writing and verbal communication skills are essential
Proficient in common Microsoft applications including Excel and Word
Understanding of ARGUS Enterprise asset and portfolio management software
Detailed underwriting capabilities
An understanding of construction and development
Experience tracking construction projects for capital providers
Ability to work in a fast-paced environment and simultaneously manage and effectively prioritize numerous complex transactions and issues
Strong attention to detail and a dedication to accuracy
Extensive Microsoft Excel experience building models, both for tracking performance and forecasting cash flows
Excellent organizational skills
Strong problem-resolution skills
Demonstrated abilities to independently perform assigned duties
Demonstrated abilities to work well in a team environment
Abilities to provide guidance and direction to team members
Previous work experience in commercial real estate with focus on cash flow modeling, construction loan administration, valuation and/or servicing
Understanding of the principles of real estate and finance, specifically time value of money principles
Ability to perform financial calculations
Why CBRE?
When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values — respect, integrity, service and excellence — and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants. Our Values in Hiring
At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications. Applicant AI Use Disclosure
We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process. Disclaimers
Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future. About CBRE Group, Inc.
CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world’s largest commercial real estate services and investment firm (based on 2024 revenue). The company has more than 140,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flexspace & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). Please visit our website at www.cbre.com. CBRE carefully considers multiple factors to determine compensation, including a candidate’s education, training, and experience. The minimum salary for the Facilities Manager position is $92,000 annually and the maximum salary for the Facilities Manager position is $104,000 annually. The compensation offered to a successful candidate will depend on their skills, qualifications, and experience. Successful candidates will also be eligible for a discretionary bonus based on CBRE’s applicable benefit program. This role will provide the following benefits: 401(K), Dental insurance, Health insurance, Life insurance, and Vision insurance. 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 recruitingaccommodations@cbre.com or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada). CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
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