US & MEX Portfolio Planner
Core
Analyze real estate portfolios and develop strategic plans to achieve long-term operational and financial goals for large banking clients.
Role type
Senior IC portfolio planner (real estate strategy)
Builds
Portfolio optimization scenarios, client reports, and strategic recommendations
Domain
Commercial real estate + banking
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
portfolio strategy, financial modeling, data analysis, Excel, PowerPoint, AI tools, BI tools, qualitative/quantitative research, scenario planning, site selection analysis
Preferred skills
commercial real estate practices, finance and accounting concepts
Technologies
Excel, PowerPoint, AI tools, BI tools
Responsibilities
Analyze real estate portfolios to develop strategies for operational and financial goals; Collaborate with stakeholders to drive solution approval and implementation; Lead meetings to obtain direction and alignment; Support client annual planning and budget development; Write and coordinate client reports and deliverables; Assist with scenario-based analyses for portfolio optimization and site selection
Seniority
Mid-level, hands-on IC