Portfolio Planner

Job not on LinkedIn

🔥 28 minutes ago

🌐 United States, Canada – Remote

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🗽 New York – Remote

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💵 $136k - $160k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

👻 Ghost score 0%

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🗣️🇪🇸 Spanish Required

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Logo of Cushman & Wakefield

Cushman & Wakefield

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 • Support efforts to leverage 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 translate raw inputs into structured insights • Use AI tools to drive efficiency in data analysis and delivery while remaining accountable for accuracy • Support analytical approaches, frameworks, and comparative analyses evaluating current-state conditions and future-state scenarios • Synthesize information into summaries and draft content for client presentations, reports, and strategic recommendations • Prepare materials for interviews, workshops, feedback sessions, meetings, and stakeholder activities • Support project coordination by maintaining documentation, tracking inputs, and ensuring accuracy and consistency • Collaborate with team members and cross-functional partners to deliver integrated solutions • 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

• Bachelor’s degree or equivalent professional certification required • 2-4 years of relevant experience • Bilingual Spanish-English required • 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 • Ability to handle large amounts of data, identify key information, and provide insightful recommendations with minimal direction • Ability to analyze qualitative and quantitative information • Superior understanding of business concepts and ability to creatively apply these to varying client needs • Ability to influence and manage clients using relationship building, communication, and leadership skills • Quality engagement of clients, partners and prospects; maintain professional, positive, well-documented client communications

🏖️ Benefits

• Health insurance • Vision insurance • Dental insurance • Flexible spending accounts • Health savings accounts • Retirement savings plans • Life insurance • Disability insurance • Paid time away from work • Unpaid time away from work

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