Portfolio Technology Advisor

CBRE; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

CBRE is seeking a technology advisory professional to lead end-to-end engagements for large enterprise occupiers, spanning diagnostics, requirements development, vendor evaluation, and final recommendations. You will map data flows across CRE systems and adjacent platforms, and facilitate workshops to surface must-have versus nice-to-have capabilities.

You will develop RTMs, gap analyses, and vendor scorecards, while collaborating with internal teams across six CRE workstreams to deliver

Qualifications

• Experience leading enterprise technology advisory engagements.
• Current-state discovery and requirements development experience.
• Vendor evaluation and RFP/RFI processes experience.
• Familiarity with CRE technology stack including IWMS/CAFM/CMMS.
• Strong facilitation and communication skills for stakeholder workshops.

Responsibilities

• Lead end-to-end technology advisory engagements for enterprise occupier clients, including diagnostics, maturity assessments, requirements traceability, vendor shortlisting, RFP/RFI management, demonstrations, and final recommendations.
• Conduct structured stakeholder interviews and workshops to extract must-have vs. nice-to-have requirements and surface gaps.
• Develop advisory artifacts such as RTMs, gap analyses, technical stack maps, vendor scorecards, demo scripts, maturity assessments, and executive-ready decks.
• Collaborate across six CRE workstreams: Occupancy/Space, Lease Admin/Accounting, Transaction Management, Facilities/CMMS/IWMS, Capital Projects, Smart Buildings and AI in CRE.

Skills

Stakeholder interviews

RFP/RFI management

Vendor evaluation

RTMs

Data flow mapping

Cross-functional collaboration

Leadership

MS Office

Education

Bachelor's degree

Tools

IWMS

CAFM/CMMS

Job description

About the Role:

This role delivers structured technology advisory engagements for large enterprise occupiers across the full CRE technology stack — from diagnostic through selection and into implementation oversight. The advisor is the primary client-facing resource on engagements, responsible for current-state discovery, requirements development, vendor evaluation, and final recommendations. They work across people, process, and technology dimensions, and must be equally credible in a stakeholder workshop with a lease accounting team and in a technical integration discussion with a client's IT organization.

What You’ll Do:

• Lead end-to-end technology advisory engagements for enterprise occupier clients, including current-state diagnostics, maturity assessments, requirements traceability, vendor shortlisting, RFP/RFI management, demonstration facilitation, and final selection recommendations.
• Conduct structured stakeholder interviews and workshops to extract must-have vs. nice-to-have requirements, surface pain points, identify shadow systems, and document where skills exist but are misaligned or where gaps are present.
• Develop and deliver high-quality advisory artifacts: Requirements Traceability Matrices (RTMs), functional gap analyses, technical stack maps, vendor scorecards, demo scripts, maturity assessments, and executive-ready recommendation decks.
• Operate fluently across six functional workstreams: Occupancy and Space Management, Lease Administration and Lease Accounting, Transaction Management, Facilities and Maintenance (CMMS/IWMS), Capital Projects, Smart Buildings and sensor strategy, and emerging AI applications in CRE.
• Assess current-state technology, data, and process maturity across the CRE portfolio — including what is working, what is not, where data integrity issues exist, and where the absence of a source of truth is driving operational risk.
• Map data flows between CRE systems and adjacent enterprise platforms (HR, Finance, ERP, IT) to identify integration gaps and dependencies.
• Evaluate organizational readiness: where capability exists, where it is misplaced, and where skill gaps require remediation before technology investment can succeed.
• Market Intelligence & Vendor Management
• Maintain current knowledge of the CRE technology vendor landscape across IWMS, CAFM, CMMS, lease administration, lease accounting, transaction management, smart building, and AI platforms.
• Conduct vendor pre-qualification against client technical and security requirements; manage RFP/RFI processes including Q&A, submission management, and response leveling.
• Facilitate structured vendor demonstrations using day-in-the-life scenarios mapped to documented requirements; produce scored evaluation outputs and recommendation rationale.
• Contribute to proposals, scoping, and fee estimation for new advisory engagements; participate in client presentations and pursuit activities.
• Collaborate with internal lines of business — including Brokerage, Project Management, Facilities Management, and GWS account teams — to identify cross-marketing opportunities and deliver integrated client solutions.
• Support knowledge transfer within the advisory practice: contribute reusable frameworks, templates, and market intelligence that raise team-wide delivery quality.
• Ensure engagement delivery adheres to CBRE quality, confidentiality, and compliance standards, including fee-sharing policies, subcontractor requirements, and licensing obligations where applicable.
• Model CBRE RISE values; mentor junior team members through active engagement on shared deliverables.

What You’ll Need:

To perform this job successfully, an individual will need to perform each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

• Bachelor's Degree preferred with 5 - 8 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered.
• Experience in the areas of staffing, selection, training, development, coaching, mentoring, measuring, appraising, and rewarding performance and retention is preferred.
• Ability to lead the exchange of sensitive, complicated, and difficult information, convey performance expectations and handle problems.
• Leadership skills to motivate the team to achieve broad operational targets with impacts on own job discipline, multiple job disciplines, and department.
• In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc.
• Extensive organizational skills and an advanced inquisitive mindset.
• Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.

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 realize 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.

Our Values in Hiring

At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.