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Linh Nguyen
SHORTLIST
NOT INTERESTED
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PRINT 219698 -
Analytics and Reporting Analyst
CBRE Caledon
- Divisional Office
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8.6/10
Level: Bachelors
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Job Openings: 1
Region: ON - Toronto
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Job Summary: CBRE Caledon is a leading infrastructure and private equity manager
WaterlooWorks
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Linh Nguyen
and solutions provider whose business model is to enable investors to
access well diversified portfolios of infrastructure and private equity
assets utilizing the same approach as the world's leading institutional
investors. The Firm currently provides services through pooled
vehicles and customized separately managed accounts and creates
I INTEND TO APPLY FOR THIS long-term value for clients by managing high-quality investments and
POSITION building comprehensive portfolios. Today CBRE Caledon's dedicated
team of 50+ professionals in Toronto, New York, and London
SHORTLIST represents over $10 billion on behalf of institutional investors globally.
NOT INTERESTED
THE ROLE
PRINT The Analytics and Reporting Analyst supports the Firm with data and
portfolio analytics and reporting required for internal business units and
management reporting and works in conjunction with internal teams at
CBRE Global Investors. The Analyst provides analytical and
organizational support to the Business Development, Client Services,
and Investments teams to manage private infrastructure and private
Dashboard
equity portfolio
Hire Waterloo Co-op keyboard_arrow_downJob Responsibilities: RESPONSIBILITIES:
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HIRE WATERLOO Provides analytical and organizational support to internal teams in
keyboard_arrow_down the management of private infrastructure and private equity
FULL-TIME JOBS portfolios, including responding to ad-hoc requests, attribution
analysis, monitoring and maintenance of industry benchmarks,
JOBS / APPLICATIONS
performance calculations, preparing data for marketing materials,
Interviews and participating in the preparation of client reports
Gathers, analyzes, interprets and provides multiple data points
Other Jobs keyboard_arrow_down (AUM, Capital Raise, Capital Deployed, IRR) for internal reporting
External Job Boards Facilitates quarterly management reporting by tracking, compiling,
and forecasting firm-level metrics
Employer Information Sessions
Provides quarterly reporting metrics per client and product to the
Career Centre Events Firm's Management Committee and CBRE Global Investors
Assists in tracking, reporting and compiling information for the
Additional Networking & Professional Events
monthly transaction pipeline for the Firm's Management
Appointments keyboard_arrow_down Committee and CBRE Global Investors
Help Compiles information regarding firm assets and various metrics for
ad-hoc surveys and questionnaires
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Demonstrates quality control, thoughtful analysis, governance,
and transparency
Assists with Salesforce platform management, including
maintaining dashboards, content, tracking, closings, and investor
pipeline
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Required Skills: QUALIFICATIONS:
WaterlooWorks
HOME 1-2 years of prior experience in the investment industry
Linh Nguyen conducting reporting or business analysis activities with
knowledge of private markets (infrastructure or private equity
preferred) or related experience in accounting or data science;
recent graduates will be considered and need to have the same
I INTEND TO APPLY FOR THIS
relevant experience during summer internships or co-op terms
POSITION
Undergraduate degree in Statistics, Data Science, Computer
SHORTLIST Science, Information Management, Economics, Mathematics,
Accounting or Finance, with a strong academic record; recent
NOT INTERESTED
graduates, please provide a transcript
PRINT Solid knowledge of financial reporting and analytical techniques;
proven ability to collect, interpret, extract, organize, analyze,
disseminate and apply significant amounts of information and
complex data with attention to detail and accuracy
Knowledge of tools to query and manipulate data, including Power
Dashboard BI, advanced Excel and SQL databases
Hire Waterloo Co-op Advanced knowledge of financial terms and principles; experience
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keyboard_arrow_down conducting advanced analysis
HIRE WATERLOO The ability to calculate intermediate figures such as time-weighted
keyboard_arrow_down returns, internal rates of returns, and review trends is an asset
FULL-TIME JOBS
Proven exceptional written and oral communication skills,
JOBS / APPLICATIONS intellectual agility, and the ability to manage multiple work streams
simultaneously;
Interviews
Highly proficient in Power BI, Excel, Word, and PowerPoint;
Other Jobs knowledge of database creation and management
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External Job Boards Further, you are an ambitious self-starter, a solid team player with a
positive attitude and possess high professional and ethical standards.
Employer Information Sessions You endeavour to perform work beyond what is required at your level
and are willing to "roll up your sleeves" in an entrepreneurial
Career Centre Events
environment to get work done as necessary. You have demonstrated
Additional Networking & Professional Events the ability to be innovative and persistent of gathering and evaluating
information and quickly assimilate knowledge.
Appointments
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Help We value the strengths and contributions of our diverse workforce and
offer continuous learning opportunities, giving our staff the flexibility to
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environment.
Compensation and We provide a competitive starting salary, a yearly bonus and generous
Benefits: benefits, including continuing education.
Career Development We support the continuous career development and training for all of
and Training: our staff.
Application Delivery
WaterlooWorks
HOME Application
Deadline:
September
21, 2021
11:59 PM
Linh Nguyen
Application Delivery: Apply direct via email
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Company Info
Hire Waterloo Co-op keyboard_arrow_down
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HIRE WATERLOO
Organization: CBRE Caledon
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FULL-TIME JOBS Division: Divisional Office
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