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Portfolio Manager

Portfolio Manager

Portfolio Manager

Atlanta, GA 30326

Job details

Job Type

Service line
Advisory Segment
Role type
Areas of Interest
Loan Servicing
Atlanta - Georgia - United States of America, Remote - US - Remote - US - United States of America


The Structured Finance Asset Manager position is responsible for interaction within our internal organization, as well as with borrowers, clients, contractors, attorneys, title companies, architects, brokers, appraisers, and other deal-related parties. The position requires the demonstrated ability to independently: prepare formal written presentations analyzing a wide spectrum of issues relating to both loan- and property-level requests; deliver the highest level of customer service to both internal and external clients; prepare detailed financial analysis; perform financial and commercial mortgage underwriting tasks and the abstracting of loan and transactional documents. In addition, it requires varying levels of supervision of analysts in the department including: quality control related to written presentations, financial analyses, property inspections, and other items; market and submarket research and presentation; oversight and training; and the review and amendment as appropriate of written presentations authored by others.


  • Be responsible for monitoring the performance of properties and progress of business plans related to a defined portfolio of loans and/or joint venture equity investments
  • Serve as primary point of contact for clients, borrowers/sponsors, property managers and others related to an assigned portfolio, communicating issues and updates to management where appropriate
  • Provide excellent customer service and problem resolution for clients, borrowers, and internal and external stakeholders
  • Review and interpret deal documents and monitor compliance in accordance with those documents
  • Perform construction draw reviews and coordinate funding process with inspectors, clients and borrowers
  • Review and convey an understanding of all aspects included in leases for all traditional property types
  • Be able to review and convey an understanding of all aspects of hotel franchise agreements
  • Be able to review and analyze third-party reports
  • Review materials and prepare recommendations for client review and approval following requests from borrowers or sponsors
  • Build and maintain financial models to track capital inflows and outflows related to ground-up and major renovation commercial real estate deals, some with multiple capital partners
  • Build and maintain financial models related to commercial real estate loans with multiple releases of collateral during the hold period
  • Monitor borrower or sponsor completion of special-condition items required by the deal documents
  • Closely work on each assigned investment to help facilitate successful client outcomes
  • Demonstrate ability to identify project risks, develop risk mitigation and contingency plans, and implement action plans to reduce or eliminate project risks
  • Be responsible for drafting, managing, updating, and/or reviewing monthly reports as well as managing any specific client requirement
  • Conduct property inspections in coordination with clients and/or third-party inspectors
  • Review budgets annually and monitor operating statements on a periodic basis, spreading both to industry standards upon receipt and benchmarking to the underwriting projections
  • Train and support team members in fulfillment of activities performed on behalf of clients and customers
  • Other duties and special projects as assigned


Indirect supervisory role of team members to assist in optimizing the services performed on behalf of clients and customers.


To perform this job successfully, an individual must have demonstrated the ability to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The requirements listed below are representative of the knowledge, skill, and/or abilities requisite to this position:

  • Exceptional professional writing and verbal communication skills are essential
  • Detailed underwriting capabilities
  • An understanding of construction and development
  • Experience tracking construction projects for capital providers
  • Ability to work in a fast-paced environment and simultaneously manage and effectively prioritize numerous complex transactions and issues
  • Strong attention to detail and a dedication to accuracy
  • Extensive Microsoft Excel experience building models, both for tracking performance and forecasting cash flows
  • Excellent organizational skills
  • Strong problem-resolution skills
  • Demonstrated abilities to independently perform assigned duties
  • Demonstrated abilities to work well in a team environment
  • Abilities to provide guidance and direction to team members
  • Previous work experience in commercial real estate with focus on cash flow modeling, construction loan administration, valuation and/or servicing
  • Understanding of the principles of real estate and finance, specifically time value of money principals
  • Ability to perform financial calculations


Bachelor’s degree from a four-year university; three or more years of experience with underwriting or asset management of commercial real estate; or equivalent combination of education and experience.


  • Ability to read, analyze and interpret loan documents and industry reports
  • Ability to prepare clear, concise, complete, and compelling transactional presentations, reports, and business correspondence
  • Ability to effectively present information to external clients and customers as well as internal management
  • Ability to communicate directions and guidance to others


  • Ability to define problems, collect data, establish facts, and draw valid conclusions
  • Ability to interpret an extensive variety of instructions in written or diagram form and deal with disparate abstract and concrete variables




  • Proficient in common Microsoft applications including Excel and Word
  • Understanding of ARGUS Enterprise asset and portfolio management software

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.

Colorado Residents: CBRE carefully considers multiple factors to determine compensation, including a candidate’s education, training, and experience. The minimum salary for the position is $90,00 annually and the maximum salary for the position is $130,000 annually. The compensation that is offered to a successful candidate will depend on the candidate’s skills, qualifications, and experience. Successful candidates will also be eligible for a discretionary bonus based on CBRE’s applicable benefit program.
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.

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• Post ID: 21232246

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