Jobs · Finance · California

Sr. Transaction Manager

Cushman & Wakefield · San Diego, CA · 3 wk ago
HybridFinance$106k–$125k/yrFull-time

About the role

Responsible for the day-to-day transaction management oversight for a complex and/or prominent portfolio of properties on behalf of one or more National and/or Global Corporate Services clients.

Responsibilities

  • Implement portfolio plans with client’s real estate goals and objectives in mind
  • Optimize and integrate portfolio with clients’ work place strategy
  • Collaborate with C&W and non C&W 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
  • Work with the clients’ operational groups at all levels to identify real estate needs
  • Prepare, review, and interpret financial analysis/accounting concepts
  • Report all transaction revenue
  • Ensure accuracy of all transaction reports and client materials
  • Present transaction activity to client/C&W management
  • Participate in all client/C&W business reviews
  • Lead and/or facilitate client meetings
  • Supervise and/or facilitate transactional team members and others team members supporting the transaction activity of the relationship
  • Process and program management development and implementation
  • Implement standardized processes that create maximum efficiencies and add value
  • Oversee development and continuous improvement of standard forms and procedures
  • Create and implement account operations manual/playbook
  • Transaction Management
  • Oversee transaction service delivery
  • Coordinate and manage transaction teams
  • Oversee/manage field broker selection process
  • Determine clients' needs and communicate project parameters
  • Oversee negotiations and management of transactions
  • Collaborate with portfolio administration team to help ensure data accuracy
  • Coordinate legal review of all client leased/owned documents
  • Ensure accuracy of financial data and reporting
  • Resolve landlord/tenant disputes
  • Coordinate client site visits/market tours
  • Ensure all state real estate standards are met
  • Manage client rebate account
  • Strategic Planning
  • Lead the development of strategic plans and provide strategic real estate advice to clients
  • Identify occupancy cost savings strategies
  • Develop occupancy expansion/contraction strategies
  • Ensure implementation of agreed upon strategy
  • Prepare reports, data and financial analyses toward the completion of a strategic plan
  • Execute strategies by developing action plans
  • Quantify and report on occupancy cost savings and value add analyses

Qualifications

  • Bachelor’s degree required in any field; finance/real estate preferred
  • 5+ years real estate experience in transaction management or corporate real estate
  • Experience with high-level, complex transaction management including experience in contract management/compliance
  • Must obtain and hold state real estate salesperson license
  • LEED, MCR, CCIM designations are a plus
  • Ability to read and understand commercial real estate transaction documents, such as a lease, purchase & sale agreement, sublease agreement, SNDA, estoppel, assignment agreement, etc.

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