Portfolio Strategy Analyst

Job Title

Portfolio Strategy Analyst

Job Description Summary

Job Description

• The role of the Analyst is to provide analytical support, information research, financial modeling, report writing and, work paper organization and management 
• This role requires the Analyst to collaborate with senior team members throughout the consulting process 
• The Analyst gathers and assembles data, using analytical and quantitative methods to analyze performance, identify problems, and develop recommendations that support the client and team goals 
• The Analyst will also assist in preparing and organizing client presentations

Responsibilities:      

• Work with team members, research, perform quantitative and qualitative analyses, and organize data into  logical communication and messages as part of client presentation materials
• Assist with real estate and financial modeling, labor cost models and other quantitative projections
• Assist team members, use Microsoft PowerPoint, Excel, and other applicable presentation tools to organize and demonstrate recommended models for client presentations
• Attend client presentations to assist and support senior team members
• Enter project pipeline updates
• Help with the preparation and scheduling of team-client meetings
• Support and contribute to a collaborative, teamwork environment
• Respond to team requests in a timely manner, meeting all team and project deadlines
• Build effective client relationships to help the team meet or exceed client needs
• Meet all project deadlines
• Assist in project tracking and administration
• Interpret, evaluate, and interrelate research data for inclusion into client briefings, presentations, and reports
• Assist senior team members in the research and development of white papers and industry reports
• Connect with other Portfolio Strategy teams to ensure the leveraging of insights and new tools / analytics. Provide feedback and improvement ideas to the other Portfolio Strategy teams to enable continual innovation
• 0-10% travel
• Other job duties as assigned

General Competencies:

• Excellent verbal and written skills required
• Solid economic, financial, and quantitative problem-solving skills
• Possess collaborative, inclusive, engaging, inquisitive, and creative demeanor
• Fluency in languages other than English is not required, but is always desirable
• Ability to create, compose, and edit high quality, error free written materials
• Effective communication skills with an ability to share and synthesize knowledge
• Excellent analytical and financial aptitude
• Exceptional organizational skills; able to balance multiple priorities and projects, keeping all team members informed of progress and issues
• Ability to be creative and resourceful

Knowledge and Experience:

• Bachelor’s degree in Business, Accounting, Finance, Economics, Computer Science, Mathematics, or related fields preferred
• 1 to 2 years consulting experience preferred
• Strong knowledge and proficiency with spreadsheet and presentation software including Microsoft Office (Word, Excel, PowerPoint) and Tableau / Microsoft Power BI
• Knowledge of Alteryx a significant plus

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: $93,500.00 - $110,000.00

Cushman & Wakefield provides equal employment opportunity. Discrimination of any type will not be tolerated. Cushman & Wakefield is an Equal Opportunity / Affirmative​ Action employer. All qualified applicants will receive consideration for employment without  regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or any other characteristic protected by state, federal, or local law.

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 HRServices@cushwake.com. Please refer to the job title and job location when you contact us.

INCO: “Cushman & Wakefield”