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Cushman & Wakefield
Transaction Associate Manager
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What they do
A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.
$107,700 / year median in Wyoming
+8% projected growth
Job Description
- Job Title
- Transaction Associate Manager
- Job Description Summary
- Responsible for the day-to-day transaction management of a portfolio of properties on behalf of one or more national and/or global corporate services clients
- Job Description
- [Please delete this section before finalizing the
Job Requisition:
Below is an example Job Description for this Job Profile, and may need to be updated to reflect the specific responsibilities of this role. Please also ensure that you validate the selection of the Job Profile and placement of this Position in the Job Architecture before finalizing.]POSITION SUMMARY
Responsible for the day-to-day transaction management of a portfolio of properties on behalf of one or more national and/or global corporate services clients. Responsibilities include market optimization planning, monitoring internal/external workflows to ensure consistent quality of service and work product and mentoring and/or oversight of the Transaction Coordinator role.ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
General:
- Assist with the implementation of portfolio plans that align with client's real estate goals and objectives
- 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
- Review, and interpret financial analysis
- Oversee revenue tracking of all transactions
- Maintain database of transaction activity
- Ensure accuracy of all transaction reports
- Present transaction activity to client
- Lead and/or facilitate client meetings
- Provide suggestions for process and technical improvements relating to the transaction process
- Assist with the on-boarding of new team members
- May provide supervision for transactional team members and others team members supporting the transaction activity of the relationship
Process Management:
- Assist with the development of standard forms and procedures
- Implement standardized processes/playbooks that create maximum efficiencies and add value
- Assist in measuring transactional performance
- Ensure that all client and broker engagement documentation is executed
Transaction Management:
- Coordinate field broker selection process
- Assist with determining client needs and communicate project parameters
- Coordinate negotiations and management of transactions
- 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
- Assist in the management of client rebate account
Strategic Planning:
- Assist in the development of strategic real estate plans
- Identify occupancy cost opportunities
- Ensure implementation of agreed upon strategy
- Produce and/or support business case development
- Execute strategies by developing action plans
KEY COMPETENCIES 1.
Client Service Skills 2. Communication Proficiency (oral and written) 3. Financial Analysis 4. Negotiation Skills 5. Organization Skills 6. Teamwork Orientation 7. Multi-TaskingIMPORTANT EDUCATION
- Bachelor's degree (BA/BS) required in any field; finance/real estate preferred
IMPORTANT EXPERIENCE
- 3+ years of real estate experience in transactions management or corporate real estate Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work.
- 1-888-365-5406
- or email Accommodations@cushwake.
INCO:
"Cushman & Wakefield"Benefits
- Paid Time Off (PTO)
- Other Retirement and Savings
- Health Insurance
- Dental Insurance