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- Tasks: Shape strategic real estate decisions using data-driven insights and financial modelling.
- Company: Join CBRE, the global leader in commercial real estate services.
- Benefits: Dynamic work environment with opportunities for personal and professional growth.
- Why this job: Make a real impact on transformative portfolio strategies for multinational clients.
- Qualifications: Strong analytical skills and proficiency in Excel; experience in real estate is a plus.
- Other info: Collaborative culture that values diverse perspectives and encourages innovation.
The predicted salary is between 28800 - 48000 £ per year.
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
- 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. Take ownership of complex analysis and provide 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.
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.
Financial Analyst - Portfolio Strategy employer: CBRE UK
Contact Detail:
CBRE UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Analyst - Portfolio Strategy
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to financial analysis and portfolio strategy. We recommend doing mock interviews with friends or using online platforms to get comfortable with your responses.
✨Tip Number 3
Showcase your analytical skills during interviews by discussing specific projects where you used data-driven insights to make decisions. Bring examples of your financial models or analyses to demonstrate your expertise.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team.
We think you need these skills to ace Financial Analyst - Portfolio Strategy
Some tips for your application 🫡
Show Off Your Analytical Skills: Make sure to highlight your strong analytical and problem-solving skills in your application. We want to see how you can simplify complex data and connect it to broader business objectives, so don’t hold back on showcasing your experience!
Tailor Your Financial Modelling Experience: When detailing your financial modelling experience, be specific about the tools you've used and the types of analyses you've conducted. We love seeing advanced Excel skills, so if you've worked with BI tools like Power BI or Tableau, mention that too!
Communicate Clearly: Your written communication skills are key! Make sure your application is clear and concise, reflecting your ability to translate complex data into actionable insights. Remember, we’re looking for compelling client deliverables, so let your writing shine.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive, which we love!
How to prepare for a job interview at CBRE UK
✨Master Your Financial Modelling Skills
Make sure you brush up on your Excel skills and get comfortable with financial modelling. Be ready to discuss how you've used these skills in past roles, especially in relation to cash flow, P&L, and balance sheets. Practising some what-if scenarios can really help you stand out.
✨Showcase Your Analytical Mindset
Prepare to demonstrate your analytical and problem-solving abilities. Think of examples where you've simplified complex data into actionable insights. This will show that you can connect the dots between data-driven insights and broader business objectives, which is key for this role.
✨Engage in Cross-Functional Collaboration
Be ready to talk about your experience working with different teams. Highlight any projects where you collaborated with experts from various fields like Workplace Strategy or Sustainability. This shows you can work well in a team and understand the importance of integrated solutions.
✨Communicate Clearly and Confidently
Practice your communication skills, both written and verbal. You might be asked to present a case study or explain a complex analysis during the interview. Being clear and confident in your delivery will make a great impression on the interviewers.
