Portfolio Technology Advisor

Portfolio Technology Advisor

Job ID

290037

Posted

13-Aug-2026

Service line

Advisory Segment

Role type

Full-time

Areas of Interest

Digital & Technology/Information Technology

Location(s)

New York City - New York - United States of America, Remote - US - Remote - US - United States of America

About the Role:

This role delivers structured technology advisory engagements for large enterprise occupiers across the full CRE technology stack - from diagnostic through selection and into implementation oversight. The advisor is the primary client-facing resource on engagements, responsible for current-state discovery, requirements development, vendor evaluation, and final recommendations. They work across people, process, and technology dimensions, and must be equally credible in a stakeholder workshop with a lease accounting team and in a technical integration discussion with a client's IT organization..

What You'll Do:

• Lead end-to-end technology advisory engagements for enterprise occupier clients, including current-state diagnostics, maturity assessments, requirements traceability, vendor shortlisting, RFP/RFI management, demonstration facilitation, and final selection recommendations.
• Conduct structured stakeholder interviews and workshops to extract must-have vs. nice-to-have requirements, surface pain points, identify shadow systems, and document where skills exist but are misaligned or where gaps are present.
• Develop and deliver high-quality advisory artifacts: Requirements Traceability Matrices (RTMs), functional gap analyses, technical stack maps, vendor scorecards, demo scripts, maturity assessments, and executive-ready recommendation decks.
• Operate fluently across six functional workstreams: Occupancy and Space Management, Lease Administration and Lease Accounting, Transaction Management, Facilities and Maintenance (CMMS/IWMS), Capital Projects, Smart Buildings and sensor strategy, and emerging AI applications in CRE.
• Assess current-state technology, data, and process maturity across the CRE portfolio - including what is working, what is not, where data integrity issues exist, and where the absence of a source of truth is driving operational risk.
• Map data flows between CRE systems and adjacent enterprise platforms (HR, Finance, ERP, IT) to identify integration gaps and dependencies.
• Evaluate organizational readiness: where capability exists, where it is misplaced, and where skill gaps require remediation before technology investment can succeed.
• Market Intelligence & Vendor Management
• Maintain current knowledge of the CRE technology vendor landscape across IWMS, CAFM, CMMS, lease administration, lease accounting, transaction management, smart building, and AI platforms.
• Conduct vendor pre-qualification against client technical and security requirements; manage RFP/RFI processes including Q&A, submission management, and response leveling.
• Facilitate structured vendor demonstrations using day-in-the-life scenarios mapped to documented requirements; produce scored evaluation outputs and recommendation rationale.
• Contribute to proposals, scoping, and fee estimation for new advisory engagements; participate in client presentations and pursuit activities.
• Collaborate with internal lines of business - including Brokerage, Project Management, Facilities Management, and GWS account teams - to identify cross-marketing opportunities and deliver integrated client solutions.
• Support knowledge transfer within the advisory practice: contribute reusable frameworks, templates, and market intelligence that raise team-wide delivery quality.
• Ensure engagement delivery adheres to CBRE quality, confidentiality, and compliance standards, including fee-sharing policies, subcontractor requirements, and licensing obligations where applicable.
• Model CBRE RISE values; mentor junior team members through active engagement on shared deliverables.

What You'll Need:

To perform this job successfully, an individual will need to perform each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

• Bachelor's Degree preferred with 5 - 8 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered.
• Experience in the areas of staffing, selection, training, development, coaching, mentoring, measuring, appraising, and rewarding performance and retention is preferred.
• Ability to lead the exchange of sensitive, complicated, and difficult information, convey performance expectations and handle problems.
• Leadership skills to motivate the team to achieve broad operational targets with impacts on own job discipline, multiple job disciplines, and department.
• In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc.
• Extensive organizational skills and an advanced inquisitive mindset.
• Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.

Why CBRE

When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants.

Applicant AI Use Disclosure

We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process.

Our Values in Hiring

At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.

CBRE carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The minimum salary for this position is $160,000 annually and the maximum salary for this position is $175,000 annually. The compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience. This role will provide the following benefits: 401(K), Dental insurance, Health insurance, Life insurance, and Vision insurance.

Equal Employment Opportunity: CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.

Candidate Accommodations: CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).

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