US & MEX Portfolio Planner

Cushman & Wakefield; New York (NY); On-site; USD 136,000 - 160,000; Full time

Job summary

Cushman & Wakefield is seeking a US/LAM Portfolio Planner dedicated to a Large Banking Client’s global account to drive strategic planning and optimization across geographies. The role emphasizes research, analysis and translating data into insights that inform client deliverables and presentations, under senior guidance.

Working with regional leaders and stakeholders, you will translate strategic objectives into actionable recommendations across portfolio and workplace initiatives, leveraging

Qualifications

• Bachelor’s degree or equivalent professional certification required.
• 2-4 years of relevant experience.
• Bilingual Spanish-English required.
• Experience analyzing and presenting data using Excel, PowerPoint, AI, and basic BI or visualization tools.
• 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.

Responsibilities

• Analyze the client’s real estate portfolio and develop strategies and plans to achieve long-term operational and financial goals.
• Collaborate with Cushman & Wakefield platforms and client stakeholders to drive solutions and approvals.
• Lead and facilitate meetings to obtain direction and alignment.
• Support client annual planning, budget development, and decisions.
• Provide summary analyses and coordinate engaging client reports and deliverables.

Skills

Bilingual Spanish-English

Analytical thinking

Strong communication

Financial modeling

Portfolio strategy

Education

Bachelor’s degree or equivalent

Tools

Excel

PowerPoint

AI

BI tools

Job description

Job Title US & MEX Portfolio Planner Job Description Summary 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. Job Description 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.

Job 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

Strategic Analysis and Insights

• 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.

Client Delivery

• 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.

Qualifications

• 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

Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications. The company will not pay less than minimum wage for this role. The compensation for the position is: $ 136,000.00 - $160,000.00

Compensation

The compensation for the position is: $ 136,000.00 - $160,000.00

Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated. In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or email "[e-mail]". Please refer to the job title and job location when you contact us.

About Cushman & Wakefield

INCO: “Cushman & Wakefield” About Cushman & Wakefield Cushman & Wakefield (NYSE: CWK) is a global leader in real estate services, leveraging our specialized expertise to deliver innovative solutions and exceptional value to owners and occupiers. With 52,000 employees in nearly 400 offices across 60 countries, we are one of the largest firms in the industry, with more than 100 years of history. In 2023, we generated $9.5 billion in revenue from our core services. To learn more, visit www.careers.cushmanwakefield.com.