Jobs · Finance

Portfolio Strategy Lead

Ladders · United States · Yesterday
RemoteRemoteFinance$162k–$190k/yrFull-time
For our client, we are seeking a Portfolio Strategy Lead to join the team of a leader in the Real Estate & Construction space. This role will drive strategic portfolio and workplace advisory work for occupier clients, helping shape recommendations that improve efficiency, support transformation, and align real estate decisions with broader business goals. You will partner closely with account teams and senior client stakeholders to solve complex challenges, guide workshops, and translate data-driven insights into actionable strategies. The position requires a consultative approach, strong executive presence, and the ability to manage multiple workstreams while delivering polished client engagements. Location: Remote - US based candidates only, no visa sponsorship available Compensation: $161,500 – $190,000 annually Responsibilities Support account teams to ensure excellent client engagement delivery Solve complex problems with innovative, cross-functional solutions Deliver service excellence by understanding client business issues and developing tailored recommendations Manage day-to-day relationships to ensure delivery excellence across multiple workstreams Develop data collection and analysis frameworks and translate findings into compelling narratives Facilitate senior client leadership workshops for strategic development Design integrated solutions that align with business objectives and enhance workplace experiences Qualifications 8+ years of experience consulting for occupier clients in Commercial Real Estate Strategy Strong background in Portfolio Optimization and Workplace Strategy, especially related to M&A Experience with structured consulting methodologies for delivering high-quality client engagements Proven ability to influence senior executives and manage relationships effectively Exceptional analytical skills with the ability to develop actionable recommendations Ability to thrive in high-pressure environments while managing multiple complex tasks Excellent written and verbal communication skills Benefits Health, vision, and dental insurance options Flexible spending and health savings accounts Retirement savings plans Life and disability insurance programs Paid and unpaid time away from work Our client is an equal opportunity employer. We encourage you to apply even if you don’t meet every qualification—your background could be exactly what this team needs.

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