Portfolio Planner

Portfolio Planner Job ID Posted 01-Oct-2024 Service line GWS Segment Role type Full-time Areas of Interest Consulting, Workplace Strategy Location(s) New York City - New York - United States of America, San Francisco - California - United States of America, San Jose - California - United States of America, Seattle - Washington - United States of America **Are you ready to start an exciting career with CBRE?** **About The Role:** As a CBRE Portfolio Planner, you will oversee a variety of research initiatives used in the development of client deliverables. This job is part of the Client Consulting function. They are responsible for Advisory services in relation to real estate operations and investments. **What You'll Do:** + Build real estate strategies and consult for small to medium size clients. + Deliver strategies with assigned clients. Assist with local portfolio strategic initiatives. + Participate in strategic portfolio planning with stakeholders. + Supervise organizational performance and reports on data collected. + Evaluate space rationalization for clients and provides solutions as needed. + Assist with consolidation reviews and transactions with clients. + Present reports and studies on location, labor, and retail on properties. + Gain comprehension of the client's business. Ensure that property and location strategies align with the business's strategic direction. + Review financial information and additional data for a range of deliverables provided by team. Examples include market plans, process improvements, management practices, and business unit communications. + Study fiscal impact of real estate transactions using net present value analysis, IRR, and company and or client-specific processes. + Develop strategies to reduce costs for clients. + Present research on industry best practice and benchmarks to the client and develop strategic real estate plans. + Work with cross functional internal teams to meet the business units real estate requirements. Suggest initiatives to reduce cost and maximize value for the client's portfolio. Aid with real estate-related communications for senior client representatives. + Develop reports to encourage optimization across many activities. Examples include organizational design, process improvement, and management practices. + Apply in-depth knowledge of standard principles and techniques/procedures to accomplish sophisticated assignments and provide innovative solutions. + Coach others and share in-depth knowledge of own job discipline and broad knowledge of several job disciplines within the function. + Lead by example and model behaviors that are consistent with CBRE RISE values. Work to build consensus and convince others to reach an agreement. + Impact a range of customer, operational, project, or service activities within own team and other related teams. + Work within broad guidelines and policies. + Explain difficult or sensitive information. **What You'll Need:** To perform this job successfully, an individual will need to perform each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. + Bachelor's Degree preferred with 5-8 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered. Real Estate license, as required by the State. + Ability to exercise judgment based on the analysis of multiple sources of information. + Willingness to take a new point of view on existing solutions. + In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc. + Organizational skills with an advanced inquisitive mindset. + Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future. **Why CBRE?** When you join CBRE you will have the support and resources of a global firm where an entrepreneurial mentality is encouraged. You'll realize your potential with exciting work, fast-paced assignments, an environment of constant learning and dedication to results! To enable your success, we provide the best tools, training and leaders in the industry. Our culture is built on ourRISE ( values and reflects the needs and perspectives of our clients and our people. Our work is guided by our North Star: Crafting the real estate solutions of tomorrow, so businesses and people thrive. Coming to work for CBRE, you will receive a comprehensive benefits package, 401k, and extraordinary perks such as career growth and longevity! CBRE carefully considers multiple factors to determine compensation, including a candidates education, training, and experience. The minimum salary for the Portfolio Planner position is $110,000 annually and the maximum salary for the position is $140,000 annually. The compensation that is offered to a successful candidate will depend on the candidates skills, qualifications, and experience. Successful candidates will also be eligible for a discretionary bonus based on CBREs applicable benefit program. This role will provide the following benefits: 401(K), Dental insurance, Health insurance, Life insurance, and Vision insurance. **Equal Employment Opportunity:** CBRE is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law. **Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our companys success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at or via telephone at +(U.S.) and +(Canada). **NOTE:** Some, but not all, of our positions may have an additional requirement to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing. If you have questions about the requirement(s) for this position, please inform your Recruiter. CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)

Created: 2024-11-05