Portfolio strategy lead guiding Sun Life’s corporate real estate planning across Toronto and Waterloo sites. Developing financial analyses, recommendations, and executive approval materials.
Responsibilities
Own strategic planning and decision pipeline for an assigned portfolio of sites
Assess renewals, relocations, consolidations, investments, and other site decisions against broader portfolio objectives
Identify decision points, dependencies, risks, and opportunities across the portfolio
Translate site-level findings into portfolio insights and recommendations
Lead business cases, options analyses, financial comparisons, and decision materials
Gather and validate inputs from leasing, facilities, design, project management, finance, and business stakeholders
Test assumptions, reconcile details, and articulate trade-offs, risks, and implications
Build trusted relationships and coordinate work across teams without direct reporting authority
Prepare concise executive-facing presentations and approval packages
Track feedback and follow-up actions through resolution
Requirements
3-5+ years of experience in corporate real estate, portfolio strategy, leasing, workplace strategy, finance, consulting, or related field
University degree in business, real estate, finance, or a related field
Strategic mindset and ability to connect detailed project analysis to broader portfolio priorities
Structured and curious problem-solving approach
Exceptional attention to detail
Strong analytical and financial-modelling skills, including business cases, capital and operating cost scenarios, cash flow, NPV, sensitivity analysis, and run-rate impacts
Strong planning and organizational skills
Experience presenting decision materials for VP-level and senior audiences
Excellent relationship-building and stakeholder-management skills
Advanced Excel skills
Confidence using AI and other digital tools
Experience with multi-site real estate portfolios or financial services is nice to have
Familiarity with real estate market research, scenario analysis, or portfolio planning tools is nice to have
Benefits
Opportunity to move along a variety of career paths with amazing networking potential
Flexible Benefits from the day you join to meet the needs of you and your family
Inclusive and respectful environment
Employee well-being support and mental health workplace initiatives
Hybrid work flexibility from the office and virtually
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