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Years of Experience
Date Last Verified
Transaction Analyst DUTIES: Constructs LOI, approval packages, confer with landlords on the contract red lines and update deal tracking reports. Assists with project initiation and scope definition, prioritization of assignments, and adherence to client-driven priorities, commitments, and milestones. Drafts and creates a large variety of detailed analyses and relevant documents, including but not limited to: project initiation, market comparable reports, Requests for Proposals (RFPs), proposal comparison packages, letters of intent, and broker's opinions of value. Incorporates data from multiple sources to generate monthly reports, ensuring accuracy and data integrity in project reporting for Portfolio Planning and Transaction Management teams. Assists with the coordination of all transaction activity (commissionable and non-commissionable), preparing commission forecasts and vouchers, and accounting for all savings results achieved on behalf of clients. Prepares and presents financial analysis results for Portfolio Planning and Transaction Management projects. Understands how to calculate book and cash flow projections, NPV (net present value), and/or IRR (internal rate of return) to enable clients to make more informed decisions. Manages and supports Corporate Real Estate system involving tracking lease information, property values, capital expenditures, rental rates, and real estate assignments.
Qualification and Experience
QUALIFICATIONS: Bachelor's degree (BA/BS) from four-year college or university and 2-4 years of related experience and/or training. Preferred Paralegal experience. Restaurant or retail experience preferred. Real Estate Salesperson license preferred. Excellent written and verbal communication skills. Strong organizational and analytical skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to effectively present information. Requires advanced knowledge of financial terms and principles. Conducts advanced financial analysis. Advanced skills with Microsoft Office Suite.
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