Associate, Client Care - CBRE Investment Management

Job ID

176731

Posted

26-Aug-2024

Service line

REI Segment

Role type

Full-time

Areas of Interest

Investment Management

Location(s)

Los Angeles - California - United States of America, New York City - New York - United States of America

CBRE Investment Management CBRE Investment Management is a leading global real assets investment management firm with $144.0 billion in assets under management* as of March 31, 2024, operating in more than 30 offices and 20 countries around the world. Through its investor-operator culture, the firm seeks to deliver sustainable investment solutions across real assets categories, geographies, risk profiles and execution formats so that its clients, people and communities thrive. CBRE Investment Management is an independently operated affiliate of CBRE Group, Inc. (NYSE:CBRE), the world’s largest commercial real estate services and investment firm (based on 2023 revenue). The company has more than 130,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE Investment Management harnesses CBRE’s data and market insights, investment sourcing and other resources for the benefit of its clients. For more information, please visit www.cbreim.com.

About the role

Reporting directly to the Head of Client Care, the Client Care Associate will take on a pivotal role within the Americas Client Care Group (“CCG”). The CCG centralizes investor communications under one ‘front line’ department acting as a center of excellence and the first port of call for investors. Each team works on a group of funds/mandates working alongside the portfolio teams and the client solutions teams in executing strategy, delivering on promises to investors, and supporting fund growth. A key focus will be the facilitation and implementation of the Client Care initiative across the Americas platform. With oversight over a fund/or funds, and working as part of a team, the Associate will be responsible for communications to investors, providing a centralized workflow to fund teams, capital raising teams, collaborating with Legal counsel/fund administrators/fund operations on fund documents, and client on-boarding, partnering with teams across the organization for internal/external requests, in addition to special projects with the wider CCG and other business lines.

What you will do

• Serve as a Product Specialist dedicated to product/products but with the flexibility to support other products as needed

• Serve as the contact for the Fund teams in delivering information to investors

• Serve as the contact for all Client Solutions officers and Existing Investors for the products in scope, with indepth knowledge of the products

• Responsible for delivering product updates to the Client Solutions team and coordinating marketing materials together with Client Solutions product captains

• Complete, support, and review RFP/RFI/DDQ responses process

• Respond to Investor/Prospect ad hoc requests

• Support and prepare for due diligence meetings

• Responsible for updating quarterly marketing materials and consultant databases and creating/distribution of investor communication and fund materials

• Review work of more junior members of the team

• Manage the completion of quarterly questionnaires

• Drive document, data, and systems management: facilitate and implement efficiencies, ensuring quality and integrity of data

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What you will need

• Bachelor’s degree with real estate, business, finance preferred

• 5+years working in the real estate industry desired

• Prior experience working in core/core plus/value-add real estate strategies desired

• Strong IT skills (Word, Excel, PowerPoint). Experience with Salesforce and Juniper Square preferred

• Strong presentation and communication skills, both verbal and written

• Experience working within a Client Care/Business Development/product specialist function in an investment management firm desired

• VBA, Python and automation experience a plus

#CBREIM

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CBRE Investment Management carefully considers multiple factors to determine compensation, including a candidate’s education, training, and experience. The minimum salary for this role is position $130,000 annually and the maximum salary for the position is $140,000 annually. The compensation that is offered to a successful candidate will depend on the candidate’s skills, qualifications, and experience. Successful candidates may also be eligible for a discretionary bonus based on CBRE IM’s applicable benefit program.

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).

NOTE: Some, but not all, of our positions may have an additional requirement to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing. If you have questions about the requirement(s) for this position, please inform your Recruiter.

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