Real Estate Strategy Associate

CI Financial•New York, NY

21h•Hybrid

About The Position

Join a team that values your ambition and empowers your growth. At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you. This role is seeking a strategic and analytically driven Real Estate Strategy Associate to play a key role in shaping and advancing the real estate strategy across a ~100 location global commercial portfolio to inform decision-making, optimize the portfolio, and drive long-term business value.

Requirements

3-5+ years of experience in real estate strategy, corporate real estate, investment analysis, commercial real estate advisory, or a related role
Working knowledge of commercial real estate fundamentals, market dynamics, financial modeling, and portfolio analytics, with familiarity of lease structures and real estate accounting standards
Ability to synthesize datasets and translate quantitative findings into clear, actionable strategic recommendations for senior leadership
Strong intellectual curiosity, analytical rigor, and attention to detail with the ability to manage multiple priorities in a fast-paced global environment.
Proficient in Microsoft Office (PowerPoint and Excel)
Exceptional written and verbal communication skills with the ability to present complex analysis clearly
bachelor’s degree required
Must be 18 years of age or older.
Must have unrestricted work authorization to work in the United States.
Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

Nice To Haves

Business, Real Estate, Finance, Economics, or related field preferred

Responsibilities

Support the execution of real estate strategies across the commercial office portfolio by synthesizing market data, financial analysis and portfolio insights to inform and assist Director of Real Estate Strategy in formulating strategies related to acquisitions, dispositions, renewals, expansions and terminations.
Develop market presentations to be present findings to local leadership to drive strategic alignment and facilitate decision-making.
Partner closely with real estate, finance, HR, external real estate brokers, local leadership and regional leadership to evaluate portfolio opportunities, prioritize locations, and develop short and long-range real estate plans aligned with business growth objectives and governance standards.
Monitor critical dates relating to lease events such as termination, expansion, expiration and renewal dates to ensure timely action with appropriate lead time for strategy due diligence.
Conduct market research to assess real estate trends, occupancy benchmarks, and emerging workplace models across all markets.
Work with HR and Finance team partners to analyze headcount projections and business growth plans to develop recommendations for portfolio rightsizing, consolidation, or expansion strategies aligned with the firm’s long-term objectives.
Support due diligence efforts for acquisitions, dispositions, and lease transactions by compiling and analyzing market comparables, financial projections, and risk assessments to inform negotiation strategies.
Review financial models to evaluate total occupancy costs over the lease term, including an understanding of base rents, escalations, operating expenses, real estate taxes and capital expenditures to inform portfolio strategy decisions.
Coordinate with Director of Real Estate Strategy to manage real estate strategy timelines, ensuring deliverables are met and approvals are consistent with the firm’s policies and governance frameworks.
Collaborate with leasing and third-party advisors to evaluate and onboard new market opportunities, ensuring strategic fit with portfolio goals and alignment with vendor and broker relationships.
Support M&A due diligence by assessing the real estate footprint of target firms, including initial view at lease obligations and occupancy costs to inform deal valuation, post-close integration planning and synergy opportunities.
Transform initial due diligence findings into structured summary reports presenting key risks and lease cost obligations to support informed decision-making.
Assist the Director of Real Estate Strategy with preparing executive-level presentations, business cases, and briefing materials to communicate portfolio strategy recommendations and market intelligence to local and senior leadership.
Track and manage the real estate strategy pipeline, coordinating with cross-functional teams to ensure timely execution of strategic initiatives and reporting on outcomes to senior leadership.