Real Estate Strategy Associate

Join a team that values your ambition and empowers your growth

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Job Description: Seeking a strategic and analytically driven Real Estate Strategy Associate to play a key role in shaping and advancing the real estate 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 strategies across the commercial office portfolio by synthesizing market data, financial analysis and portfolio insights to inform and assist Director of Real Estate Strategy in formulating strategies related to acquisitions, dispositions, renewals, expansions and terminations. Develop market presentations to be present findings to local leadership to drive strategic alignment and facilitate decision-making.

Portfolio Strategy:

• Partner closely with real estate, finance, HR, external real estate brokers, local leadership and regional leadership to evaluate portfolio opportunities, prioritize locations, and develop short and long-range 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 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.

M&A Due Diligence:

• Support M&A due diligence by assessing the real estate footprint of target firms, including initial view at lease obligations and occupancy costs to inform deal valuation, post-close integration planning and synergy opportunities.

• Transform initial due diligence findings into structured summary reports presenting key risks and lease cost obligations to support informed decision-making.

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

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

Corient is one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.

Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

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.

Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.