Portfolio Strategy Lead
1 month ago
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- Ability to think strategically and creatively, to articulate client challenges and demonstrate how the real estate portfolio strategy can address enterprise business objectives.
- 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.
- 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.
- Strong eye for executive infographics, distilling complex data sets to action-oriented insights.
- 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.
- 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.
- 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.
- 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.
- Track programmatic delivery to accounts and the outcomes of that delivery with the account teams.
- Collaborate with global team members in the development of innovative analytics, tools, and processes.
- Perform industry research and analysis, helping to benchmark client activities to industry best practice.
- Comfort program managing analytical projects which may include business intelligence and geospatial reporting.
- Ensure portfolio-wide SLA’s & KPI’s are achieved and aligned with contractual agreements.
- Support ad-hoc strategic projects as client needs arise.
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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