Financial Analyst - Portfolio Strategy

CBRE; Greater London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A global leader in commercial real estate services is seeking a Portfolio Strategy Analyst in Greater London. This analytical role focuses on developing data-driven portfolio strategies for multinational clients, leveraging financial modeling and market intelligence. Candidates should have strong analytical skills, advanced proficiency in Excel, and the ability to engage with clients. The company promotes a collaborative culture and offers opportunities for career growth. Fluency in English is required, and additional languages are a benefit.

Qualifications

• Strong analytical and problem-solving skills with the ability to simplify complexity.
• Strategic mindset tied to business objectives.
• Ability to manage large datasets.
• Prior experience in corporate real estate or consulting is advantageous, but not essential.

Responsibilities

• Support design of asset and portfolio strategies for clients.
• Build and operate financial models for real estate options.
• Translate complex data into actionable recommendations.
• Partner with experts for integrated solutions.
• Contribute to high-impact presentations for senior stakeholders.

Skills

Analytical skills

Problem-solving

Advanced proficiency in Excel

Financial analysis

Communication skills

Collaboration

Proactive innovation

Fluent English

Tools

Power BI

Tableau

Alteryx

Job description

Role Purpose

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.

Key Responsibilities

• Develop Strategic Solutions : Support the design of asset and portfolio strategies for multinational clients across sectors and geographies.
• Data & Financial Analysis : 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. Taking ownership of complex analysis and providing expert financial modelling support for individual projects.
• Insight Generation : Translate complex data into actionable recommendations and compelling client deliverables.
• Cross-Functional Collaboration : Partner with experts in Workplace Strategy, Talent Advisory, Sustainability, Digital Solutions, and Capital Markets to deliver integrated solutions.
• Client Engagement : Contribute to high-impact presentations and discussions that enable senior stakeholders to make informed, transformational decisions.

Person Specification / Requirements

• 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