Capital Markets Operations Lead

Capital Markets Operations Lead

Job ID

176967

Posted

06-Aug-2024

Service line

Advisory Segment

Role type

Full-time

Areas of Interest

Capital Markets

Location(s)

Newport Beach - California - United States of America

About The Role:

As a Capital Markets Operations Lead, you'll serve as the project lead, overseeing supervisory and managerial tasks related to coordinating the analyst team. Your responsibilities include successfully executing specified projects. Additionally, in this role, you'll plan, schedule, and manage the workload, deadlines, and day-to-day activities of the Sales and support teams to ensure efficient service delivery.

What You'll Do:

• Maintain critical client and business information such as snapshots, full views, client plans, activity maps and client bios.
• Act as a liaison with client care team members and other internal teams to share and verify financial and performance related client information.
• Collaborate with sales professionals, department staff, and others to understand marketing and client needs. Collect the necessary information to fulfill marketing tasks and work with stakeholders to determine the best approach for creating marketing and presentation materials.
  
• Carry out department-specific administrative tasks, such as conducting research, updating databases, and creating marketing materials for mass mailings and communication.
  
• Support project management by updating logs, task lists, and resource allocations. Prepare routine status reports including updates on project status, budget, schedule, and risk.
• Analyze data for accuracy, making improvement recommendations as needed.
• Oversee the creation of presentations and proposals for new business development, ensuring alignment with branding standards.
• Lead by example and model behaviors that are consistent with CBRE RISE values. Influence parties of shared interests to reach an agreement.
• Identify, troubleshoot, and resolve day-to-day and moderately complex issues which may or may not be evident in existing systems and processes.

What You'll Need:

To perform this job efficiently, an individual will need to perform each duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform functions.

• Bachelor's Degree preferred with 3-5 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered.
• Experience in staffing, selection, training, development, coaching, mentoring, measuring, appraising, and rewarding performance and retention preferred.
• Ability to guide the exchange of sensitive, complicated, and difficult information, convey performance expectations and handle problems.
• Leadership skills to empower team impact on quality, efficiency, and effectiveness of the job field and department.
• In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc.
• Extensive organizational skills with a strong inquisitive mentality.
• Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.

Why CBRE?

When you join CBRE you will have the support and resources of a global firm where an entrepreneurial mentality is encouraged. You'll realize your potential with exciting work, fast-paced assignments, an environment of constant learning and dedication to results! To enable your success, we provide the best tools, training and leaders in the industry.

Our culture is built on our RISE values and reflects the needs and perspectives of our clients and our people. Our work is guided by our North Star: Crafting the real estate solutions of tomorrow, so businesses and people thrive.

Coming to work for CBRE, you will receive a comprehensive benefits package, 401k, and extraordinary perks such as career growth and longevity!

CBRE carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The minimum salary for the Capital Markets Operations Lead position is $70,000 annually and the maximum salary for the Capital Markets Operations Lead position is $120,000 annually. The compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience. The application window is anticipated to close on July 29th and may be extended as needed. Or to express interest in similar roles, visit CBRE.com/careers

Equal Employment Opportunity: CBRE is an equal opportunity employer that values diversity. We have 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.

Candidate Accommodations: CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).

NOTE: Some, but not all, of our positions may have an additional requirement to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing. If you have questions about the requirement(s) for this position, please inform your Recruiter.