Portfolio Planner

This is a fully remote position, open to applicants in Canada, +1 more country.

📋 Description

• Evaluate the client's real estate portfolio and formulate strategies and plans to achieve long-term operational and financial objectives.

• Collaborate with the C&W platform, service line functions, and client stakeholders to create solutions and facilitate approval and implementation.

• Lead and facilitate meetings to gain direction, alignment, and buy-in.

• Assist in leveraging insights, collaboration, and delivery to foster product innovation.

• Support the client's annual planning, budget formulation, and decision-making processes.

• Provide summary analyses, draft and coordinate client reports and deliverables, and oversee quality control reviews.

• Collect, organize, and analyze quantitative and qualitative data to generate structured insights.

• Utilize AI tools to enhance efficiency in data analysis and delivery while ensuring accountability for accuracy.

• Support analytical methodologies, frameworks, and comparative analyses for current and future-state scenarios.

• Synthesize information into summaries and develop content for presentations, reports, and strategic recommendations.

• Prepare materials for stakeholder interviews, workshops, feedback sessions, meetings, and other engagement activities.

• Assist in project coordination by maintaining documentation, tracking inputs, and ensuring accuracy and consistency.

• Help 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 insights to support location-based recommendations.

⛳️ Requirements

• Bilingual in Spanish and English is required.

• A Bachelor’s degree or equivalent professional certification is required.

• 2-4 years of relevant experience is necessary.

• Foundational understanding of consulting delivery models and strategy processes, including problem framing, scoping, and evidence-based recommendations.

• Experience in analyzing and presenting data utilizing Excel, PowerPoint, AI, and basic BI or visualization tools.

• Knowledge of qualitative and quantitative research methods, data quality considerations, and limitations of inference.

• Ability to collaborate effectively within project teams, integrate feedback, and manage shared work.

• Strong critical thinking skills to analyze specific 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 narratives.

• A solid understanding of commercial real estate practices is strongly preferred.

• Strong background and proven experience in portfolio strategy and planning.

• Proficiency in finance and accounting concepts, as well as financial modeling, is essential for success in this role.

• Ability to manage large volumes of data, identify key information, and provide insightful recommendations to all levels within the organization with minimal guidance.

• Capability to analyze both qualitative and quantitative information.

• Superior understanding of business concepts and the ability to creatively apply these to diverse client needs.

• Proficiency in influencing and managing clients through exceptional relationship building, communication, and leadership skills.

• Quality engagement with clients, partners, and prospects; maintain professional, positive, and well-documented client communications.

🏝️ Benefits

• Equity in employment.

• A diverse, inclusive, and barrier-free workplace.

• Accessible accommodations during the hiring process.