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Portfolio Manager - CBRE Global Investors

London , United Kingdom

Ref#: 33071

Date published: 7-Jan-2020

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Role Purpose
We are looking for a professional to join the newly established CBRE Global Investors’ Debt Investments business within the loan management team and assume responsibility for management of allocated loans ranging in size from £5m to £100m.
Key Responsibilities
  • Detailed understanding of commercial real estate lending, loan documentation, covenant monitoring and borrower reporting
  • Ability to deal confidently with borrowers regarding any issues which arise in relation to ongoing loan management
  • Detailed understanding of loan structuring to ensure that material risks are identified, reported and addressed
  • Ability to assist with internal and external loan and portfolio reporting on a quarterly, annual or ad hoc basis
  • Capability to report clearly to management committees regarding loan performance and prepare detailed minutes
  • Recording and maintenance of detailed track record information with respect to loan investments and fund performance
  • Oversight of interest payments, costs, distributions and drawdowns
  • Ability to assist as required with financial reporting, and understanding of fiduciary responsibilities to investors
Person Specification
  • Highly numerate with keen interest in best practice for the business, in loan management and reporting
  • Attention to detail, strong sense of responsibility and ability to judge where it is necessary to seek guidance or take decisions
  • Collaborative, committed and supportive team member
  • Natural affinity with IT and strong Excel skills. Advanced Excel financial modelling and database management skills would be advantageous