Strategic Real Estate, Portfolio Planning & Strategy Lead

Anduril • Costa Mesa, CA

6d

About The Position

Anduril’s real estate portfolio includes 10 million square feet of research and development labs, manufacturing hubs, and offices worldwide. The Portfolio Planning & Strategy Lead owns the planning process that determines how much space the company needs, what types of space it needs, where it should be located, and when it is needed. Reporting to the Director of Strategic Real Estate, this hands-on senior role translates headcount plans, program schedules, and portfolio data into forecasts of real estate demand and supply. The role measures portfolio utilization and develops recommendations for division leaders and the C-suite, working with incomplete and inconsistent data and applying modern data platforms and LLMs.

The lead runs the quarterly portfolio forecast and publishes a five- to ten-year outlook. They forecast seat, office, R&D, and production space demand against current and committed supply; assess market- and year-specific gaps; and model scenarios and their operating and capital expenditure impacts. They define portfolio efficiency and utilization metrics, benchmark performance, and turn findings into recommendations on consolidation, densification, lease restructuring, or expansion.

In partnership with Talent, People, Finance, Corporate Operations, and division leaders, the role translates workforce growth, workforce mix, in-office patterns, and talent markets into location strategy, market selection, and site timing. The lead prepares and presents quarterly business reviews, expansion analyses, and leadership briefings, communicating recommendations and supporting calculations to senior decision-makers.

The role also builds and maintains the planning system, including data pipelines and models using Palantir Foundry or similar platforms, Python or SQL, version-controlled datasets, and automated validation. It uses LLM-based agents to automate data extraction, reconciliation, analysis, and presentation production. The position requires a bachelor’s degree in a relevant field, at least five years of relevant experience, strong financial and analytical modeling skills, hands-on experience with LLMs and modern data platforms, and the ability to travel up to 10% for site visits, stakeholder meetings, and industry events. U.S. citizenship is required; security-clearance eligibility is preferred.

Requirements

• Bachelor’s degree in Real Estate, Finance, Economics, Business Administration, Data or Information Science, Urban Planning, Engineering, or a related field.
• At least five years of experience in strategic real estate planning, corporate portfolio strategy, FP&A, capacity or workforce planning, real estate investing, development, or corporate development.
• Experience leading or mentoring analysts or associates.
• Strong financial and analytical modeling skills, including the ability to build and defend models in Excel and Python or SQL.
• Hands-on use of LLMs and modern data platforms in current work, such as Palantir Foundry, Databricks, Snowflake, or dbt.
• Excellent communication skills and demonstrated ability to influence cross-functional teams and senior executives.
• Ability to travel up to 10% for site visits, stakeholder meetings, and industry events.
• U.S. citizenship required.

Nice To Haves

• Eligibility for security clearance.
• Experience forecasting space for manufacturing, R&D, or other capital-intensive operations, beyond office space.
• Track record of building forecasts from incomplete or conflicting plan data and explaining changes to leadership.
• Experience planning for M&A integration, relocations, or consolidations.
• Background in defense, aerospace, or another fast-growing hardware company.

Responsibilities

• Own and run the quarterly real estate portfolio forecast, collecting headcount and program plans and reconciling them into a unified view by division, workforce type, and region.
• Publish the five- to ten-year outlook that supports portfolio decisions, track plan versus actual across forecast versions, and explain changes in the numbers.
• Forecast seat, office, R&D, and production-space demand against current and committed supply, quantifying gaps by market and year.
• Model growth, program wins and losses, M&A, relocations, and divestitures, including their OpEx and CapEx impacts.
• Define and track portfolio efficiency and utilization measures, including square feet per head, seat ratios, utilization, cost per seat, and production space relative to output.
• Benchmark portfolio metrics against peers and recommend consolidation, densification, lease restructuring, or expansion.
• Work with Talent, People, and division leaders to understand hiring velocity, workforce mix, in-office patterns, and talent markets, and translate these into location strategy, market selection, and site timing.
• Build and present quarterly business reviews, expansion option analyses, and leadership briefings for C-suite and division leaders.
• Maintain and extend the planning data pipeline and models using Palantir Foundry or similar platforms, Python or SQL, version-controlled datasets, and automated validation.
• Use LLM-based agents to automate data extraction, reconciliation, analysis, and presentation production, and establish standards for team use.
• Travel up to 10% for site visits, stakeholder meetings, and industry events.

Benefits

• Highly competitive equity grants are included in the majority of full-time offers and are part of the total compensation package.
• Top-tier, comprehensive and competitive benefits package available at little to no cost to employees.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior