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
Junior IC portfolio planner (real estate strategy)
Builds
Portfolio optimization scenarios, client reports, and strategic recommendations
Domain
Commercial real estate + banking
Deliverable
dashboards & analysis
Required skills
Financial modeling, portfolio strategy, data analysis, Excel, PowerPoint, basic BI tools, qualitative/quantitative research
Preferred skills
Commercial real estate practices, finance and accounting concepts
Technologies
Excel, PowerPoint, AI tools, basic BI tools
Responsibilities
Analyze client real estate portfolio and develop strategies; Collaborate with stakeholders to drive solution approval; Lead meetings to obtain alignment; Support client annual planning and budget development; Provide summary analyses and coordinate client reports; Assist with scenario-based analyses for portfolio optimization and site selection
Seniority
Junior, hands-on IC