Portfolio Strategy Director

Portfolio Strategy & Decision Support

• Lead portfolio strategy activities that connect business growth forecasts, utilization insights, real estate alternatives, financial considerations, and operational requirements into actionable recommendations.

• Develop real estate scenarios that clarify options, tradeoffs, risks, dependencies, sequencing, and recommended paths forward for client and account leadership. 

• Translate business strategy and stakeholder needs into real estate requirements and initiatives, including what space is needed, where options exist, and how decisions support broader portfolio objectives.

Executive Business Case Development

• Lead development of executive-ready business case memos for renewals, consolidations, new sites, dispositions, relocations, and capital projects.

• Structure business cases using consistent frameworks, templates, and decision-support standards that improve clarity, comparability, and speed to decision. 

• Partner with Finance and other stakeholders to interpret financial impacts, pressure-test assumptions, and translate investment tradeoffs into executive-ready recommendations.

• Package complex inputs into concise narratives, recommendations, FAQs, and leadership updates that support executive decision-making.

Cross-Functional Stakeholder Alignment

• Coordinate inputs from Transactions, Workplace/Occupancy Planning, Facilities Management, Finance, Design & Construction, and Physical Security to support integrated portfolio recommendations. 

• Facilitate alignment among client, account, and functional stakeholders to support decision-making readiness and implementation planning. 

• Synthesize diverse stakeholder perspectives into a cohesive point of view that clearly explains the decision, rationale, options considered, and recommended next steps. 

• Drive proactive information gathering across functional partners to ensure business cases and recommendations are complete, timely, and supported by the right inputs.

Portfolio Governance & Reporting

• Oversee recurring and ad hoc portfolio reporting in partnership with Data & Analytics, including trend analysis, critical dates, portfolio opportunities, and decision-support insights.

• Maintain governance tools including decision logs, action trackers, and risk/dependency registers to support executive planning and accountability.

• Ensure reporting outputs provide clear visibility into portfolio performance, emerging issues, and required decisions.

Process Improvement & Innovation

• Improve business case, reporting, and governance processes to increase consistency, efficiency, scalability, and stakeholder confidence.

• Standardize decision frameworks, reporting routines, templates, and stakeholder communications that support repeatable advisory delivery.

• Identify and implement opportunities to use technology, automation, and AI-enabled tools to improve research, reporting, information synthesis, and strategic decision-support activities.