Associate - Advisory and Transactions

2 weeks ago


Johannesburg, South Africa CBRE Excellerate Full time

Position title : Associate - Advisory and Transactions
Position reports to : Director - Advisory and Transactions
Business Unit : Advisory and Transaction Services Africa

CBRE Excellerate is a leading global commercial real estate services company. An associate position within the Advisory and Transactions arm of CBRE Excellerate would involve assisting senior team members in client engagements, conducting market research, and performing financial analyses on real estate transactions. Below is the sample job specification for an Associate for CBRE Excellerate’s Advisory and Transactions team:
**Key Responsibilities**:

- Advanced Research and Analysis:_
- Lead market research initiatives and ensure the delivery of high-quality, actionable insights.
- Perform in-depth analysis, drawing from a broad range of data sources, to support strategic decision-making.
- Gather, analyze, and interpret external and internal data.
- Prepare regular market activity reports, tracking trends, and notable transactions.
- Financial Analysis and Modelling:_
- Design and develop sophisticated financial models to evaluate potential real estate transactions, including acquisitions, dispositions, and leases.
- Conduct sensitivity and scenario analysis to assess potential risks and opportunities.
- Client Engagement and Management:_
- Assist senior team members in client engagements.
- Serve as a key point of contact for clients, addressing inquiries, and ensuring client satisfaction.
- Develop and deliver impactful client presentations, providing insights and recommendations.
- Transaction Oversight:_
- Support senior team members in negotiations.
- Supervise and coordinate the due diligence process, ensuring all aspects are managed effectively.
- Review, interpret, and negotiate transaction documentation in collaboration with the legal team.
- Team Mentorship:_
- Work closely with other departments within CBRE Excellerate to offer comprehensive service solutions to clients.
- Guide and mentor junior analysts, providing training and feedback
- Participate in team meetings, brainstorming sessions, and continuous learning opportunities.
- Collaborate with cross-functional teams within CBRE, fostering a collaborative work environment. Assist in developing and refining the team's methodologies and processes.
- Assist in developing and refining the team's methodologies and processes.
- Keep abreast of industry trends, tools, and technologies, recommending innovations where applicable.

**Qualifications and Experience**:

- Bachelor’s degree in Real Estate, Finance, Economics, or a related field. Master degree preferred.
- 4-7 years of experience in real estate, financial analysis, or a relevant field.
- Advanced proficiency in MS Office, especially Excel and PowerPoint.
- Familiarity with commercial real estate databases is a plus.
- A track record of successfully managing client relationships and transaction experience.

**Key Competencies**:

- Super analytical and quantitative skills.
- Exceptional written and verbal communication abilities.
- Detail-oriented with strong organizational skills.
- Strong leadership and mentorship abilities
- Excellent problem-solving and decision-making capabilities.
- Ability to work in a fast-paced, collaborative environment.
- A commitment to continuous professional development.
- Good financial management and business administration skills, eg. Leases, financials, etc
- Ability to understand commercial real estate concepts and the legal context within which commercial contracts are negotiated.
- Provide clients with market and transaction information, as required.
- Ensure projects are managed in accordance with the relevant client processes and protocols, including completion/coordination of all require documentation.
- Ensure effective and timely project reporting of all associated activity.
- Active involvement in weekly work in progress and associated project meetings.
- Ensure all required financial metrics are captured.
- Responsible for project completion and KPI’s.

**Profit and Finance**:

- Correct Allocation of Fee Shares.
- Business Development and Cross-selling.
- Cross-sell services to other skill-lines.

**Operational discipline and team collaboration**:

- Correct completion of relevant confirmation of instructions.
- Provision of requested information for business purposes within deadlines (eg. covering: case studies; new leads and pursuits for Pipedrive; pursuits, wins and project completions for Team Meetings).
- Effective, accurate and timely maintenance of Revenue Tracker.
- Invoice raising, incl. adhering to FICA requirements.
- Teamwork: evidence of active participation and mutual support (we are better together
- Ownership: take ownership and deliver on promises
- Clients: demonstrate our continued to focus on clients (Clients First)
- Integrity: treating each other with loyalty and respect.



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