• Data analysis and interpretation (financial and non-financial). • Report production – summarising complex information into informed actions and recommendations that meet the strategic, operational and commercial needs of the University and UPP. • Production of internal Executive level board papers and materials covering Portfolio Strategy initiatives, to involve: • Stakeholder management to acquire the relevant data and insight. • Data analysis, interpretation, report writing and summary of key financial and non-financial considerations for the Executive team to make informed decisions. • Development of the market supply and demand initiative (in collaboration with Customer Insight and Market Intelligence teams), to involve: • Review of the higher education development pipeline. • Review of student demand projections, sourcing insight from UPP partners, evaluating historic trends and demographic shifts. • Developing a forward-looking supply and demand database. • Any other tasks as required by the Portfolio Strategy Director in the delivery of team and business goals and objectives. Skills and Qualifications • Strategic real estate / planning experience with a strong academic profile • Experience working in the higher education sector • Consultative approach with the ability to quickly earn the respect of a wide range of stakeholders. • Ability to undertake and deliver complex portfolio reviews for university partners and communicate key findings and recommendations. • Deliver analysis of complex information, including financial analysis, to make appropriate recommendations and support portfolio decision making. • Strong planning and organisation skills (supporting stakeholder engagement)
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UNIVERSITY PARTNERSHIPS PROGRAMME
Job Description
Job Title
Portfolio Strategy Analyst Director of Portfolio Strategy
Reports To
Location
Arthur Street - London
Job Purpose
As part of UPP’s strategy to create a broader service offering, a new Portfolio Strategy & Optimisation team has been established. The team is responsible for working with university partners to undertake detailed, supply and demand driven, portfolio reviews with the overall aim to deliver accommodation strategies that meet the future needs and aspirations of the students and the University. The appraisal process will analyse supply/demand dynamics on both a current and future forecasted basis, considering projected trends around student demand and type as well as the university’s strategic plan around academic and commercial objectives. There is strong demand from universities for this type of service. Many have in the past viewed their real estate portfolios through a passive / operational lens. However, there is now a clear recognition that the success of the university is directly linked to the future performance of the estate. This role will report to the Director of Portfolio Strategy. The Portfolio Strategy Analyst will need to have a strong mix of appraisal skills to analyse complex forms of data, report writing skills to crystalise key finding and recommendations and, interpersonal skills to work with a range of UPP and university stakeholders. Roles and Responsibilities • Support in the delivery of the team’s forward-looking supply and demand driven portfolio reviews • Work with University stakeholders to understand each university’s drivers, challenges and objectives. • Work with UPP stakeholders on the development of estates data collection, systematisation and analysis required to build the Portfolio Strategy team platform. • Proactively work with UPP colleagues to ensure that the Portfolio Strategy team delivers the results required by the business. Example of monthly workplan & deliverables: • Whilst the workplan and deliverables will be flexible and in response to business and university need, monthly deliverables will include: • Production and delivery of portfolio review documents, to involve: • Stakeholder management – acting as the day to day point on contact with university partners and UPP staff to gather data and insight which will form the foundation of the portfolio review.
Other • Strong Excel, PowerPoint and report writing skills. Power BI experience.
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