CI Financial

Real Estate Strategy Associate

CI Financial • $140K — $150K *
New York, NY 10178In-Person
Real Estate & Construction
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 3-5+ years in real estate strategy, corporate real estate, or related roles
  • Working knowledge of commercial real estate fundamentals and financial modeling
  • Ability to synthesize data into actionable insights for leadership
  • Strong analytical skills and attention to detail in fast-paced environments
  • Proficient in Microsoft PowerPoint and Excel
  • Exceptional written and verbal communication skills; bachelor's degree preferred

Responsibilities

  • Support leasing strategies by synthesizing market data and financial analyses
  • Assist in developing office real estate strategies for acquisitions, renewals, and terminations
  • Conduct market research on real estate trends and emerging workplace models
  • Collaborate with cross-functional teams to evaluate portfolio leasing opportunities
  • Support due diligence efforts through analysis and market comparables
  • Prepare executive-level presentations and briefing materials
  • Track and manage the real estate strategy pipeline for timely execution

Benefits

  • 401(k) Plan with Employer Matching
  • Generously subsidized medical plan options
  • Employer-paid Dental, Vision & Life Insurance
  • Paid Maternity & Parental Leave
  • Flexible Spending Accounts & Health Savings Accounts
  • Corporate Discount Program - Perkspot
  • Training Reimbursement & Paid Professional Designations
  • Community involvement through volunteer days
Full Job Description

About the Role 

Seeking a strategic and analytically driven Real Estate Strategy Associate to play a key role in shaping and advancing the office leasing strategy across a ~100 location global commercial portfolio to inform decision-making, optimize the portfolio, and drive long-term business value. 

 

Key Responsibilities: Support the execution of real estate leasing strategies across the commercial office portfolio by synthesizing market data, compiling financial analyses and portfolio insights to inform and assist the Director of Real Estate Strategy. The goal is to formulate office real estate strategies related to leasing of the following deal types: acquisitions, dispositions, renewals, expansions and terminations. Additionally, the strategy associate will assist in the development of market presentations to present findings to local leadership to drive strategic alignment and facilitate decision-making on future office space. 

 

Portfolio Strategy: 

  • Partner closely with real estate, finance, HR, external real estate brokers, local leadership and regional leadership to evaluate portfolio leasing opportunities, prioritize locations, and develop short and long-term real estate plans aligned with business growth objectives and governance standards. 

  • Monitor critical dates relating to lease events such as termination, expansion, expiration and renewal dates to ensure timely action with appropriate lead time for strategy due diligence. 

Market Research & Analysis: 

  • Conduct market research to assess real estate trends, occupancy benchmarks, and emerging workplace models across all markets. 

  • Work with HR and Finance team partners to analyze headcount projections and business growth plans to develop recommendations for portfolio rightsizing, consolidation, or expansion strategies aligned with the firm’s long-term objectives. 

Strategy Support: 

  • Support due diligence efforts for office leasing efforts through acquisitions, dispositions, and lease transactions by compiling and analyzing market comparables, financial projections, and risk assessments to inform negotiation strategies. 

  • Review financial models to evaluate total occupancy costs over the lease term, including an understanding of base rents, escalations, operating expenses, real estate taxes and capital expenditures to inform portfolio strategy decisions. 

  • Coordinate with Director of Real Estate Strategy to manage real estate strategy timelines, ensuring deliverables are met and approvals are consistent with the firm’s policies and governance frameworks. 

  • Collaborate with leasing and third-party advisors to evaluate and onboard new market opportunities, ensuring strategic fit with portfolio goals and alignment with vendor and broker relationships. 

Reporting & Strategic Insights: 

  • Assist the Director of Real Estate Strategy with preparing executive-level presentations, business cases, and briefing materials to communicate portfolio strategy recommendations and market intelligence to local and senior leadership. 

  • Track and manage the real estate strategy pipeline, coordinating with cross-functional teams to ensure timely execution of strategic initiatives and reporting on outcomes to senior leadership. 

 

Qualifications:  

  • 3-5+ years of experience in real estate strategy, corporate real estate, investment analysis, commercial real estate advisory, or a related role 

  • Working knowledge of commercial real estate fundamentals, market dynamics, financial modeling, and portfolio analytics, with familiarity of lease structures and real estate accounting standards 

  • Ability to synthesize datasets and translate quantitative findings into clear, actionable strategic recommendations for senior leadership 

  • Strong intellectual curiosity, analytical rigor, and attention to detail with the ability to manage multiple priorities in a fast-paced global environment. 

  • Proficient in Microsoft Office (PowerPoint and Excel) 

  • Exceptional written and verbal communication skills with the ability to present complex analysis clearly; bachelor’s degree required (Business, Real Estate, Finance, Economics, or related field preferred 

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice. 

Pay Information

This position is exempt and is paid according to the laws of the State of New York. The pay range for this position is $140,000-$150,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience. 

Physical Requirements

  • This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
  • This position may require the ability to lift up to 15 pounds.
  • This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

  • Must be 18 years of age or older.
  • Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
  • Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
  • Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

What You Can Expect from Us

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:

  • 401(k) Plan with Employer Matching 
  • Four Medical Plan options that is generously subsidized by Corient
  • Employer paid Dental, Vision & Life and AD&D Insurance 
  • Employer paid Short-term & Long-term Disability  
  • Paid Maternity & Parental Leave 
  • Flexible Spending Accounts & Health Savings Accounts
  • Dependent Care FSA 
  • Commuter & Transit FSA 
  • Corporate Discount Program - Perkspot 
  • Training Reimbursement  
  • Paid Professional Designations  
  • Giving back to the community - Volunteer days

About CI Financial

CI Financial is a diversified wealth management firm and one of the largest investment companies in Canada. The company offers a wide range of investment products and services, including mutual funds, ETFs, segregated funds, and alternative investments. CI Financial serves individual investors, financial advisors, and institutional clients across Canada and around the world. The company was founded in 1965 and is headquartered in Toronto, Canada.
Learn more about CI Financial
Size
1,793 employees
Market Cap
$1.7 billion
Industry
Finance & Insurance
NASDAQ
CIFAF
* Ladders Estimates

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