Wealth Management, Real Estate Strategic Analyst - Assistant Vice President

Responsibilities

• Improve how we work: recommend and implement workspace, process and other enhancements to increase efficiency, clarity, and consistency
• Drive projects to completion: support special projects and initiatives (intake, tracking, meeting prep, action items, timelines, and follow-ups)
• Represent WM with partners: serve as a central point of coordination between WM businesses, Corporate Services, and other stakeholders for property-related questions, initiatives, and issue resolution
• Turn data into decisions: analyze space, occupancy, and utilization information; identify trends, gaps, and opportunities; translate findings into clear, concise insights
• Build executive-ready content: develop senior management presentations with a structured storyline, clean visuals, and actionable recommendations
• Own reporting accuracy: create, reconcile, and maintain occupancy reporting and supporting documentation; ensure inputs and outputs are consistent
• Ad hoc analysis: support additional analyses and deliverables as business needs evolve

Requirements

• Three or more years of relevant experience in project management or related disciplines including: Project coordination, analytics, business analyst, business management, workplace/real estate strategy/operations, reporting/insights
• Management consulting or other similar project-based and problem-solving experience
• Capital improvement or building systems experience helpful
• Coordinating renovations and capital projects (scope, schedule, budget, change orders)
• Basic construction literacy (reading proposals, understanding sequencing and dependencies)
• Advanced Excel and PowerPoint skills; ability to synthesize complex information into executive-level storytelling
• Superior organizational skills: ability to prioritize and deliver in a fast-paced, evolving environment
• Technically proficient and a quick learner of new and updated platforms

Skills/Abilities

• Strong written and verbal communication skills; confident interacting with cross-functional stakeholders
• Strong analytical, problem-solving, and data-quality mindset; exceptional attention to detail
• Basic construction literacy (reading proposals, understanding sequencing and dependencies)
• Advanced Excel and PowerPoint skills; ability to synthesize complex information into executive-level storytelling
• Superior organizational skills: ability to prioritize and deliver in a fast-paced, evolving environment
• Technically proficient and a quick learner of new and updated platforms

Qualifications

• BA/BS degree required

Pay

Expected base pay rates for the role will be between $85,000 and $140,000 per year at the commencement of employment.

Schedule

Details on the work schedule will be provided during the hiring process.