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About the Role
Cushman & Wakefield is seeking a US / LAM Portfolio Planner to be fully dedicated to a Large Banking Client’s global account, to drive strategic planning and optimization actions across multiple geographies. The role focuses on research and analysis that translates data into insights supporting recommendations and client deliverables. Working under the guidance of senior team members, the consultant contributes to the development of client presentations and supports stakeholder engagement activities while building core consulting and communication skills.
Responsibilities
- 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, C&W service line functions, and stakeholders within the client’s organization to develop solutions and drive approval and implementation
- Lead and facilitate meetings to obtain direction, alignment, and buy-in
- Assist in efforts to leverage insights, collaboration and delivery to ensure that we are the industry leader in product innovation
- Support client annual planning, budget development, and decisions
- Provide summary analyses, write and coordinate engaging client reports and deliverables, and manage quality control review of deliverables
- Gather, organize, and analyze quantitative and qualitative data, translating raw inputs into structured insights for client decision making
- Use AI tools to drive efficiency in data analysis and delivery, while remaining accountable for accuracy of outputs
- Support analytical approaches, frameworks, and comparative analyses that evaluate current state conditions and explore future state scenarios
- Synthesize information into clear summaries and draft content that supports client presentations, reports, and strategic recommendations
- Participate in stakeholder focused activities, such as preparing materials for interviews, workshops, or feedback sessions under senior team member guidance
- Support project coordination, including maintaining documentation, tracking inputs, and ensuring accuracy and consistency across work products
- Collaborate effectively with team members and cross-functional partners to deliver integrated, high-quality solutions
- Demonstrate foundational consulting behaviors, including structured problem solving, effective communication, attention to detail, and proactive task management
- Synthesize information from multiple sources into concise, coherent insights, or draft deliverables
- Adapt to evolving project needs, tools, and workflows while maintaining quality, accuracy, and consistency
- Support stakeholder related activities, such as preparing materials for meetings, interviews, or workshops
- Maintain attention to detail, data integrity, and sound judgment in identifying risks, seeking guidance or clarifying assumptions when needed
- Assist with scenario-based and comparative analyses related to 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
- 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, translating analyses into clear, accurate, and decision‑ready narratives
- 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, are essential for success in this position
- Ability to handle large amounts of data, identify key information, and provide insightful recommendations to all levels within the organization with minimal direction
- Ability to analyze qualitative and quantitative information
- Superior understanding of business concepts and the ability to creatively apply these to varying client needs
- Ability to influence and manage clients using superior relationship building, communication, and leadership skills
- Quality engagement of clients, partners and prospects; maintain professional, positive, well-documented client communications
Skills
- AI tools
- Excel
- PowerPoint
- BI or visualization tools
- Financial modeling
- Communication skills
- Collaboration
- Problem solving
- Data analysis
- Strategic planning
- Portfolio optimization
Location
- US
Work Type
- Full-time
Experience Level
- 2-4 years of relevant experience
Education Level
- Bachelor’s degree or equivalent professional certification required
Salary/Compensations
- $73,950.00 - $87,000.00
About the Company
- Cushman & Wakefield uses artificial intelligence (AI) tools to assist in screening and assessing applications.
- This posting is for a backfill position.
Equal Opportunity
- Cushman & Wakefield is committed to equity in employment and our goal is to have a diverse, inclusive, and barrier-free workplace.
- If you are a person with a disability and need the job posting in an alternative format or any other accessible accommodations during the hiring process, please email your request to canadarecruitment@cushwake.com.
- Please refer to the job title and job location when you contact us.
- Cushman & Wakefield s’engage à respecter l’équité en matière d’emploi.
- Notre objectif est d’offrir un milieu de travail diversifié, inclusif et exempt d’obstacles.
- Si vous êtes une personne handicapée et que vous avez besoin de recevoir l’offre d’emploi dans un autre format ou d’accéder à toute autre mesure d’adaptation au cours du processus d’embauche, veuillez soumettre votre demande par courriel à canadarecruitment@cushwake.com.
- Veuillez mentionner le titre de poste et le lieu de travail au moment de communiquer avec nous.