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CBRE Advisory Analyst in Dallas, Texas

Advisory Analyst

Job ID

19874

Posted

09-06-2021

Service line

Advisory Segment

Role type

Full-time

Location(s)

Dallas - Texas - United States of America

JOB SUMMARY

The Seniors Housing Analyst is responsible for assisting National team members in gathering research market information required for the preparation of deliverables for a large set of clients. Assistance may include entering data in the property database, taking photos of the subject and comparables, and driving the neighborhood to gain a deep understanding of the subject's competitive environs and articulate these finding in report deliverables. In addition, the Analyst does preliminary research on a property including verification of comparables, demographics, market area analysis, discussions with market participants and additional research as necessary for the assignment. The Analyst is responsible for cooperation with team leadership in the advancement of the National Seniors Housing Valuation & Advisory practice group.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Duties Specific to Analyst: Assists senior team members in pursuing efficiencies and enhancements in Research techniques, data sources and resources available for advancing the practice, and makes recommendations to senior members of the team based on findings.

Assists in preparing simple portions of Market Study and Feasibility Studies and other core services for non-complex assignments.

Coordinates with the line of business platform; i.e., subject area, geographic resources and experts able to support the needs of line of business clients. Maintains awareness of individuals and available resources within CBRE, both internal and external to CBRE Seniors Housing platform, required to optimize client outcomes.

Assists in preparation of simple assignments with substantial guidance from senior team members related to deliverables such as Market and Feasibility Studies, Acquisition Due Diligence assignments, Operational Studies, among other offerings. The Analyst assists in (1) writing "front half" sections of Market and Feasibility Studies and other deliverables requiring description of the Area, Neighborhood, Subject Site and Subject Improvements; (2) complete the majority of research required for advanced assignments, with close supervision from Senior Team Members; and (3) assist in financial and analytical analysis for simple assignments, including (a) analyze past revenue and expense performance of the subject and attempt to project a stabilized operating statement, (b) assists consultants in preparing recommendations to senior team members on expense comparables, and (c) assists consultants in researching market for recent sales transactions and making recommendations to senior team members for comparable sales.

Quality Control. Assists senior team members in their Division in improving quality of Advisory

deliverables.

Information and Research. (1) Recommend data to be included in information source file. (2) Assists senior team members in the pursuit of research topics for publication. (3) Coordinates with senior team members to publish relevant content via email blasts, trade publications, social media, etc. (4) Conducts research under the supervision of senior team members in preparation of Research projects. (5) Developing market research.

Client Relations and Practice Development. (1) Cooperate with senior team members to see that follow-up plans are established to assist in obtaining continuing Advisory assignments. (2) Assist in the promotion and publicizing of Advisory services. (3) Participate in such outside activities as are deemed beneficial in advancing the CBRE Seniors Housing Valuation & Advisory practice group.

Recognized as a valued team member on a clear path to advancement within the Seniors Housing practice. Responsible for assisting team members in preparing for client communication during and after assignments to ensure optimal client outcomes.

SUPERVISORY RESPONSIBILITIES

No formal supervisory responsibilities in this position.

May provide informal assistance such as technical guidance and/or training to coworkers.

May coordinate work and assign tasks.

QUALIFICATIONS

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.

EDUCATION and EXPERIENCE

Bachelor's Degree required.

0-4 Years of related 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.

CERTIFICATES and/or LICENSES

N/A

COMMUNICATION SKILLS

Ability to comprehend and interpret instructions, short correspondence, and memos and ask clarifying questions to ensure understanding. Ability to write routine reports and correspondence.

Ability to respond to common inquiries or complaints from clients, co-workers, and/or supervisor.

Ability to effectively present information to an internal department and/or large groups of employees.

FINANCIAL KNOWLEDGE

Requires basic knowledge of financial terms and principles. Ability to calculate simple figures such as percentages.

REASONING ABILITY

Ability to understand and carry out general instructions in standard situations. Ability to solve problems in standard situations. Requires basic analytical skills.

OTHER SKILLS and/or ABILITIES

Demonstrates qualities required to cold-call for market research. Recognized as a future industry expert and has ability to effectively assist senior team members in moderate to high production levels.

Knowledge of seniors housing operations and rental rates and fee structures.

Some travel required (US) as is customary in the normal course of business for conducting

Advisory assignments.

SCOPE OF RESPONSIBILITY

Decisions made with general understanding of procedures and company policies to achieve set results and deadlines. Errors in judgment may cause short-term impact to co-workers and supervisor.

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

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