Business Operations Analyst
Job ID
69973
Posted
03-Jun-2022
Service line
Advisory Segment
Role type
Full-time
Areas of Interest
Data & Analytics
Location(s)
Dallas - Texas - United States of America

JOB SUMMARY

The Capital Markets Business Operations Analyst will provide business support and process solutioning for various technology platforms within Capital Markets.  Competent to work in moderately complex information systems and considers the business implications of the technology applications to the current business environment.  As a member of the national Capital Markets Operations team, this individual will play a critical role in rolling out and supporting tools used by brokers and leadership in pursuing new business and servicing clients.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:

Provides end user support for various technology tools such as Salesforce and a CBRE property marketing platform while learning about the Capital Markets business.

Act as a Subject Matter Expert (SME) for key systems/processes and support day-to-day functions.

Assists in application implementation and improvement, including testing end user processes using defined guidelines.

Uses strong organizational skills to manage multiple priorities and deadlines ensuring accurate and timely results.

Day to day administration of the application to include new user set up, account verification, and approvals.

Collects data and builds moderately complex Salesforce and Conga Composer reports in response to inquiries as directed by the business and leadership.

Responsible for communicating updates, announcements, and training to users through various methods.

Interacts with clients, both internal and external, to understand how business needs will integrate with vendor capabilities.

Reviews the accuracy of information provided and conducts research to support data integrity as necessary.

Document requirements that will support system enhancements.

Other duties may be assigned.

SUPERVISORY RESPONSIBILITIES

Collaborates with co-workers within a work unit and/or project on work to be completed but is not responsible for formal supervision of employees.

#INDSJ

QUALIFICATIONS 

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed 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

Minimum BA/BS from a 4-year accredited institution and a minimum of 1-3 years of significant experience in technology implementations and client solutioning.

Salesforce and Conga Composer experience recommended. Corporate training experience a plus. Real estate experience a plus. Demand Tools experience a plus.

CERTIFICATES and/or LICENSES

Salesforce Certification recommended. 

COMMUNICATION SKILLS

Ability to comprehend, analyze, and interpret various types of business documents.  Ability to write reports, manuals, speeches, and articles in a pre-designed style and format.  Ability to effectively respond to complex inquiries or complaints from clients, co-workers, supervisor, and/or management.  Ability to present information to an internal department and/or large groups of employees.  Team Player, ability to cross-collaborate with various teams across the platform.                              

FINANCIAL KNOWLEDGE

Requires basic knowledge of financial terms and principles.  Ability to calculate intermediate figures such as percentages, discounts and/or commissions. 

REASONING ABILITY

Ability to solve problems involving several options in situations. Requires intermediate analytical and quantitative skills.  Ability to interpret multiple sources of data to create threads of opportunity or value creation.

OTHER SKILLS and/or ABILITIES

Proficient in web-based technology.  Intermediate skills with Microsoft Office Suite, with an emphasis in Excel, Word and PowerPoint. 

SCOPE OF RESPONSIBILITY

Decisions made with understanding of procedures, company policies, and business practices to achieve general results and deadlines. Responsible for setting work unit and/or project deadlines.  Errors in judgment may cause short-term impact to department.

DISCLAIMER

This job description has been designed to indicate the general nature and level of work performed by employees within this classification.  It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to the job.


CBRE is an equal opportunity/affirmative action employer with 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.

NOTE: An additional requirement for this role is the ability to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing.