Financial Analyst - Portfolio Strategy

CBRE, Inc.; City of Westminster; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading commercial real estate firm is seeking a highly analytical Portfolio Strategy Analyst. In this pivotal role, you will shape strategic real estate decisions for corporate clients by leveraging data-driven insights and market intelligence. Responsibilities include designing asset strategies, building financial models, and translating complex data into actionable recommendations. Ideal candidates will have strong analytical skills and advanced proficiency in Excel. This is an excellent opportunity to join a dynamic team and impact the real estate sector.

Qualifications

• Strong analytical and problem‑solving skills.
• Strategic mindset connecting data insights to business objectives.
• Advanced proficiency in Excel and familiarity with BI tools.

Responsibilities

• Design asset and portfolio strategies for multinational clients.
• Build and operate financial models for real estate evaluation.
• Translate data into actionable recommendations for clients.

Skills

Analytical skills

Problem-solving skills

Communication skills

Tools

Excel

Power BI

Tableau

Alteryx

Job description

Overview

We are seeking a highly analytical and client‑focused Portfolio Strategy Analyst to join our growing team. This role is pivotal in shaping strategic real estate decisions for global corporate occupiers. You will leverage data‑driven insights, financial modelling, and market intelligence to design and deliver transformative portfolio strategies aligned with evolving business, talent, and sustainability objectives.

Responsibilities

• Support the design of asset and portfolio strategies for multinational clients across sectors and geographies.
• Build, maintain and operate advanced financial models to evaluate real estate options and scenarios, incorporating cash flow, P&L, balance sheet and wider business health impacts as well as what‑if simulations and sensitivity analysis.
• Take ownership of complex analysis and provide expert financial modelling support for individual projects.
• Translate complex data into actionable recommendations and compelling client deliverables.
• Partner with experts in Workplace Strategy, Talent Advisory, Sustainability, Digital Solutions, and Capital Markets to deliver integrated solutions.
• Contribute to high‑impact presentations and discussions that enable senior stakeholders to make informed, transformational decisions.

Qualifications

• Strong analytical and problem‑solving skills with the ability to simplify complexity.
• Strategic mindset, able to connect data‑driven insights to broader business objectives and craft recommendations that drive long‑term value.
• Advanced proficiency in Excel; familiarity with BI tools (Power BI, Tableau, Alteryx) is a plus.
• Strong understanding of cashflow, P&L and balance sheet principles and financial evaluation nomenclature.
• Proactive working style and innovation; willing to explore and propose solutions for evolving financial modelling delivery away from reliance on the existing application software.
• Exceptional attention to detail and ability to manage large datasets.
• Clear and confident communication skills (written and verbal).
• Collaborative mindset with the ability to work independently and at pace in evolving client environments.
• Prior experience in corporate real estate or consulting is advantageous but not essential.
• Fluent English; additional languages are a benefit.

Why CBRE

When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward‑thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realise your potential. We welcome all applicants.

Applicant AI Use Disclosure

We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process.

Equal Opportunities

We are an equal opportunities employer and do not discriminate on the grounds of gender, sexual orientation, marital or civil partner status, pregnancy or maternity, gender reassignment, race, colour, nationality, ethnic or national origin, religion or belief, disability or age. For information about accommodations we can make during the recruitment process, please visit https://www.cbre.co.uk/careers/accommodations CBRE, Inc. is an Equal Opportunity and Aff…