Portfolio Strategy Lead

1 month ago


Boston, United States Cushman & Wakefield Full time

As a member of Cushman & Wakefield’s Portfolio Advisory Group, the Portfolio Strategist will be dedicated to one or more of Cushman & Wakefield’s most dynamic client accounts. In this role, you will collaborate closely with peers and the account team to support a client's strategic real estate vision.

As the Portfolio Strategy Lead, you will maintain a thorough understanding of a client’s global real estate portfolio and oversee optimization efforts, including the ongoing management of a comprehensive Plan of Record. With support from complimentary account team members, you will oversee financial cost saving initiatives and progress towards client’s enterprise goals.

ESSENTIAL DUTIES AND RESPONSIBILITIES
  1. Ability to think strategically and creatively, to articulate client challenges and demonstrate how the real estate portfolio strategy can address enterprise business objectives.
  2. Gather data across a broad range of sources, perform careful analysis, synthesize trends into takeaways and prepare thoughtful reporting for executive review. This detail-oriented professional will play a critical role in helping our account teams identify strategic opportunities, mitigate risk, and bring real estate opportunities to life.
  3. Responsible for providing analytical support, research, BI report development that supports real estate strategy workstreams across a client’s real estate portfolio. Ability to develop a storyline and executive deliverables that aid stakeholder consensus and approval.
  4. Strong eye for executive infographics, distilling complex data sets to action-oriented insights.
  5. Support client’s internal deal approval protocols; this includes developing a storyline and deliverables that result in stakeholder consensus and approval. Carefully document potential cost implications, risk and timeline impacts for key strategic initiatives.
  6. Support client’s internal capital and budget planning processes, as required. Rationalize our client’s forward-looking pipeline with asset-level Plan of Record documentation.
  7. Coordinate with account team and client stakeholders to ensure tracking and reporting of client(s) deliverables. Provide cross-functional partnership with transactional teams and client stakeholders.
  8. Perform outreach to account leaders to diagnose challenges and problem areas, then drive & facilitate the delivery and presentation of insights & analytics related to those challenges.
  9. Track programmatic delivery to accounts and the outcomes of that delivery with the account teams.
  10. Collaborate with global team members in the development of innovative analytics, tools, and processes.
  11. Perform industry research and analysis, helping to benchmark client activities to industry best practice.
  12. Comfort program managing analytical projects which may include business intelligence and geospatial reporting.
  13. Ensure portfolio-wide SLA’s & KPI’s are achieved and aligned with contractual agreements.
  14. Support ad-hoc strategic projects as client needs arise.
EDUCATION and EXPERIENCE

Bachelor's degree required in related field.

5-10+ years of experience in a real estate portfolio strategy or strategic consulting position.

Comfort in broad real estate asset types is preferred.

Experience in Microsoft Power BI, Tableau, Alteryx and/or ESRI is a great value-add but not required.

Prior experience in commercial real estate is required.

Demonstrated leadership, self-management, and problem resolution skills. Ability to manage, review, and analyze a large volume of transactions globally.

Excellent interpersonal skills and ability to work in a team environment.

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