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Sr. Analyst, Head of Americas Analytics & Risk Mgmt
at CBRE
Radnor, PA

Sr. Analyst, Head of Americas Analytics & Risk Mgmt
at CBRE
Radnor, PA

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Description

JOB SUMMARY:

The Americas Head of Analytics & Risk Measurement will be responsible for managing performance, portfolio analytics, data governance, and investment risk measurement within CBRE Global Investor's Americas Direct Real Estate business.


Essential Duties & Responsibilities:

* Oversight of the firm's performance data at an asset, fund, and composite level

* Manage third party providers of performance data and implement structured reviews and sign-offs as data moves from providers to the business

* Compilation of statistics relevant to the firm's investment strategies, including portfolio characteristics, risk statistics, and competitive analysis

* Manage performance attribution reporting & benchmarking analysis

* Implement structured reviews and sign-offs of data submissions to third-party index providers including NCREIF and MSCI

* Manage the creation of Portfolio Oversight Committee materials and the resulting Analytics follow-ups from these bi-annual meetings

* Assume a leadership role as primary Data Steward for the Americas Direct Real Estate business; contribute to global efforts to maintain a data dictionary and serve as an escalation point for data quality issues

* Collaborate with the Analytics teams globally to realize a competitive edge leveraging the power of our proprietary data

* Research and acquire new data sources for Analytics and to ultimately drive improved investment decision making

* Collaborate with the Compliance team to ensure appropriate use of performance and analytics data within external communications; ensure the firm is abiding to all record keeping requirements for performance reporting

* Contribute to global reporting capturing performance, exposures, and other metrics

* Manage all requests for data from the firm's various departments, including marketing and portfolio management; support the RFP team on formulating performance, investment risk, or attribution related responses

* Oversee the firm's GIPS verification

* Develop and maintain policies and procedures around performance measurement, including composite construction and GIPS compliance



General Qualifications Required

* Undergraduate degree in mathematics, economics, finance, business or related degree

* 5+ years of experience in investment performance or analytics focused position in the financial industry

* CIPM, CFA, or MBA a plus

* Expertise in the Global Investment Performance Standards (GIPS)

* Fundamental knowledge of real estate specific benchmarks and indices, including MSCI/IPD and NCREIF

* Experience with attribution methodologies and systems
* Experience with Data Governance principles

* Strong proficiency with Microsoft Excel, working knowledge of financial database structures, and outstanding data handling skills

* Proficiency in Microsoft PowerPoint
* Acute attention to detail

* Outstanding analytical skills and demonstrated ability to exchange complex information effectively

* Ability to work effectively across a matrixed organization

 

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