Senior Transaction Manager
Cresa · Chicago, IL · 1 wk ago
FinanceFull-time
About the Role
As a Senior Transaction Manager at Cresa, you’ll provide high-quality transaction and account support as well as financial, market, and portfolio analytics to inform and support our clients' real estate decision-making. You’re a natural leader and problem solver with exceptional analytical and organizational skills, constantly seeking to achieve better results.
Responsibilities
- Assist with the implementation of portfolio plans that align with client’s real estate goals and objectives.
- Collaborate with brokerage professionals to ensure effective negotiations of business terms for a wide variety of transactions including lease, sale, sublease, and purchase.
- Manage the flow of key documentation and client communications.
- Oversee revenue tracking of all transactions.
- Maintain a database of transaction activity.
- Ensure accuracy of all transaction reports.
- Present transaction activity to clients.
- Lead and/or facilitate client meetings.
- Assist in measuring transactional performance.
- Coordinate negotiations and management of transactions.
- Coordinate legal review of all client leased/owned documents.
- Ensure accuracy of financial data and reporting.
- Review lease documents, write lease summaries and abstracts, and review other materials as part of the due diligence process.
- Deliver on client-driven priorities, tracking progress and milestones.
- Develop analytics models and methodologies using a variety of data points to create informed recommendations for clients.
- Analyze business performance data and budgets for executive-level operations reporting.
- Review critical dates, evaluate contract options, and provide recommendations.
- Create and implement reports including but not limited to: Requests for Proposals (RFPs), Market Comps, Business Case, Location Analysis, etc.
- Support all transaction activity, preparing forecasts and savings results reporting.
- Apply critical thinking and market knowledge to assist with unique client-specific research requests such as strategic planning, portfolio reviews, and highest and best use analyses.
- Summarize and communicate analytic findings, insights, and recommendations via executive-level summary documents and presentations.
- Complete other client-driven initiatives to support their internal real estate needs.
Requirements
- Prior experience managing transactions for commercial real estate services.
- Strong writing, editing, and proofreading skills—attention to detail is critical.
- Excellent project management and organizational skills.
- Ability to work independently and manage competing deadlines.
- Strong interpersonal skills and proven experience working with cross-functional teams.
- Ability to work across multiple time zones to accommodate global initiatives.
Qualifications
- Bachelor’s Degree (or relevant industry experience).
- Minimum 7 years of work experience in commercial real estate.
- Active real estate license in state of residence.
- Advanced proficiency in MS Office (MS Word, MS Excel, MS PowerPoint, and Outlook). Advanced MS Excel proficiency is a must.
- Advanced proficiency in Smartsheet and Salesforce reporting preferred.
- Experience with lease administration platforms (CoStar, Visual Lease, Lease Harbor, etc).
Physical Requirements
This position will sit in office with the client 1-2 days a week. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions in accordance with the Americans with Disabilities Act.