Portfolio Planner

This is a fully remote position, open to applicants in United States, +2 more locations.

📋 Description

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

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

• Lead and conduct meetings to gain direction, alignment, and consensus.

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

• Aid in client annual planning, budget formulation, and decision-making processes.

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

• Collect, organize, and analyze both quantitative and qualitative data to transform raw inputs into 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 to assess current conditions and future scenarios.

• Compile information into summaries and draft content for client presentations, reports, and strategic recommendations.

• Create materials for interviews, workshops, feedback sessions, meetings, and stakeholder engagements.

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

• Work collaboratively with team members and cross-functional partners to provide integrated solutions.

• Assist with scenario-based and comparative analyses for portfolio optimization, consolidation, expansion, or site selection initiatives.

• Examine real estate, labor, and risk factors using internal data and market insights to support location-based recommendations.

⛳️ Requirements

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

• 2-4 years of relevant experience.

• Bilingual in Spanish and English is required.

• 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 with 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 narratives.

• Relevant 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.

• Capacity to manage large data sets, identify key information, and provide insightful recommendations with minimal guidance.

• Ability to analyze both qualitative and quantitative information.

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

• Ability to influence and manage clients through relationship building, communication, and leadership skills.

• High-quality engagement with clients, partners, and prospects; maintain professional, positive, and 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.