US & MEX Portfolio Planner

Cushman & Wakefield•New York, NY

8d•Remote

About The Position

C&W strategists enable confident, fact-based decisions and design and execute integrated, innovative solutions to achieve continual productivity gains that drive enterprise value. We assist our clients in aggregating and analyzing data to drive portfolio optimization scenarios and decisions that better align with business needs and objectives. We employ the best workplace and occupancy planning strategies to enable employee productivity and minimize business disruption – while easily responding to changing business needs. Cushman & Wakefield is seeking a US / LAM Portfolio Planner to be fully dedicated to a Large Banking Client’s global account, to drive strategic planning and optimization actions across multiple geographies. We are looking for a highly proactive candidate with strong written and oral communication skills and industry experience who values collaboration, integrity and our clients’ ultimate satisfaction with the services we provide. The role focuses on research and analysis that translates data into insights supporting recommendations and client deliverables. Working under the guidance of senior team members, the consultant contributes to the development of client presentations and supports stakeholder engagement activities while building core consulting and communication skills. Partner effectively with senior regional and country Real Estate leaders and business stakeholders to understand requirements, manage expectations, and translate strategic objectives into actionable recommendations across portfolio and workplace initiatives.

Requirements

Bachelor’s degree or equivalent professional certification required
2-4 years of relevant experience
Bilingual Spanish-English required
Foundational knowledge of consulting delivery models and strategy processes, including problem framing, scoping, and evidence-based recommendations
Experience analyzing and presenting data using Excel, PowerPoint, AI, and basic BI or visualization tools, translating analyses into clear, accurate, and decision‑ready narratives
Knowledge of qualitative and quantitative research methods, data quality considerations, and limits of inference
Ability to collaborate within project teams, integrate feedback, and manage shared work effectively
Strong critical thinking skills to analyze defined problems and identify key assumptions or gaps
Basic project planning skills, including effort estimation, progress tracking, and risk identification
Ability to organize inputs into clear outlines, summaries, and coherent storylines
Applicable understanding of commercial real estate practices strongly preferred
Strong background and proven experience with portfolio strategy / planning
Proficiency in finance and accounting concepts, as well as financial modeling, are essential for success in this position
Ability to handle large amounts of data, identify key information, and provide insightful recommendations to all levels within the organization with minimal direction
Ability to analyze qualitative and quantitative information
Superior understanding of business concepts and the ability to creatively apply these to varying client needs
Ability to influence and manage clients using superior relationship building, communication, and leadership skills
Quality engagement of clients, partners and prospects; maintain professional, positive, well-documented client communications

Responsibilities

Analyze the client’s real estate portfolio and develop strategies and plans to achieve long-term operational and financial goals
Collaborate with the C&W platform, C&W service line functions, and with stakeholders within the client’s organization to develop the right solutions for our clients and to drive approval and implementation
Lead and facilitate meetings to obtain direction, alignment, and buy-in
Assist in efforts to leverage insights, collaboration and delivery to ensure that we are the industry leader in product innovation
Support client annual planning, budget development, and decisions
Provide summary analyses, write and coordinate engaging client reports and deliverables, manage quality control review of deliverables produced
Possess collaborative, inclusive, engaging, inquisitive, and creative demeanor
Gather, organize, and analyze quantitative and qualitative data, helping translate raw inputs into structured insights used in client decision making.
Use AI tools to drive efficiency in data analysis and delivery, while remaining accountable for accuracy of outputs.
Support analytical approaches, frameworks, and comparative analyses that evaluate current state conditions and explore future state scenarios.
Synthesize information into clear summaries and draft content that supports client presentations, reports, and strategic recommendations.
Participate in stakeholder focused activities, such as preparing materials for interviews, workshops, or feedback sessions under senior team member guidance.
Support project coordination, including maintaining documentation, tracking inputs, and ensuring accuracy and consistency across work products.
Collaborate effectively with team members and cross-functional partners to deliver integrated, high-quality solutions.
Demonstrate foundational consulting behaviors, including structured problem solving, effective communication, attention to detail, and proactive task management.
Synthesize information from multiple sources into concise, coherent insights, or draft deliverables.
Adapt to evolving project needs, tools, and workflows while maintaining quality, accuracy, and consistency.
Support stakeholder related activities, such as preparing materials for meetings, interviews, or workshops.
Maintain attention to detail, data integrity, and sound judgment in identifying risks, seeking guidance or clarifying assumptions when needed.
Assist with scenario-based and comparative analyses related to portfolio optimization, consolidation, expansion, or site selection initiatives.
Analyze real estate, labor, and risk considerations using internal data and market insight to support location-based recommendations.