Portfolio Planner

🔥 12 hours ago

🌐 Canada, United States – Remote

🇨🇦 Canada – Remote 🇺🇸 United States – Remote

💵 $74k - $87k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Cushman & Wakefield

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1917

💼 Consulting

🏥 Healthcare

🏗️ Construction

Consulting • Healthcare • Construction

Cushman & Wakefield is a global leader in commercial real estate services, providing a wide range of services including agency leasing, asset services, capital markets, global occupier services, project and development services, tenant representation, and valuation and advisory for various industries such as logistics and industrial, multifamily, retail, life sciences, data centers, and healthcare. The company is committed to driving forward for clients, colleagues, and communities with a focus on diversity, equity, and inclusion, as well as environmental, social, and governance principles. Operating in over 60 countries with 52,000 professionals, Cushman & Wakefield consistently delivers insights and research, such as market reports and sustainability efforts.

📋 Description

• Analyze the client’s real estate portfolio and develop strategies and plans to achieve long-term operational and financial goals • Collaborate with the C&W platform, service line functions, and client stakeholders to develop solutions and drive approval and implementation • Lead and facilitate meetings to obtain direction, alignment, and buy-in • Assist in leveraging insights, collaboration, and delivery to drive product innovation • Support client annual planning, budget development, and decisions • Provide summary analyses, write and coordinate client reports and deliverables, and manage quality control review • Gather, organize, and analyze quantitative and qualitative data to produce structured insights • Use AI tools to improve efficiency in data analysis and delivery while remaining accountable for accuracy • Support analytical approaches, frameworks, and comparative analyses for current-state and future-state scenarios • Synthesize information into summaries and draft content for presentations, reports, and strategic recommendations • Prepare materials for stakeholder interviews, workshops, feedback sessions, meetings, and other engagement activities • Support project coordination by maintaining documentation, tracking inputs, and ensuring accuracy and consistency • Assist with scenario-based and comparative analyses for portfolio optimization, consolidation, expansion, or site selection initiatives • Analyze real estate, labor, and risk considerations using internal data and market insight to support location-based recommendations

🎯 Requirements

• Bilingual Spanish-English required • Bachelor’s degree or equivalent professional certification required • 2-4 years of relevant experience • Foundational knowledge of consulting delivery models and strategy processes, including problem framing, scoping, and evidence-based recommendations • Experience analyzing and presenting data using Excel, PowerPoint, AI, and basic BI or visualization tools • Knowledge of qualitative and quantitative research methods, data quality considerations, and limits of inference • Ability to collaborate within project teams, integrate feedback, and manage shared work effectively • Strong critical thinking skills to analyze defined problems and identify key assumptions or gaps • Basic project planning skills, including effort estimation, progress tracking, and risk identification • Ability to organize inputs into clear outlines, summaries, and coherent storylines • Applicable understanding of commercial real estate practices strongly preferred • Strong background and proven experience with portfolio strategy / planning • Proficiency in finance and accounting concepts, as well as financial modeling, are essential for success in this position • Ability to handle large amounts of data, identify key information, and provide insightful recommendations to all levels within the organization with minimal direction • Ability to analyze qualitative and quantitative information • Superior understanding of business concepts and the ability to creatively apply these to varying client needs • Ability to influence and manage clients using superior relationship building, communication, and leadership skills • Quality engagement of clients, partners and prospects; maintain professional, positive, well-documented client communications

🏖️ Benefits

• Equity in employment • Diverse, inclusive, and barrier-free workplace • Accessible accommodations during the hiring process