Senior Analyst, Transactions Management

This is a fully remote position, open to applicants in California, +3 more states.

📋 Description

• Take ownership of the comprehensive monthly client reporting process.

• Create financial analyses and models, including NPV, IRR, ROI, buy-versus-lease assessments, and lease comparisons.

• Gather and report on monthly performance metrics that encompass cost savings, transaction close-out, occupancy, and critical date management.

• Prepare and refresh reports, analyses, presentations, and materials intended for clients.

• Lead and manage straightforward transaction processes, such as renewals, subleases, and terminations.

• Abstract and thoroughly analyze complex commercial lease agreements.

• Draft lease documents, letters of intent, and other related transaction materials.

• Conduct market research, competitive assessments, and strategic evaluations of leasing options.

• Assist with due diligence and oversee documentation processes.

• Create commission invoices and monitor transaction close-out using the client's web-based application.

• Implement quality assurance measures for transaction materials.

• Manage the web-based portfolio-wide transaction and critical events database.

• Ensure data integrity across both client and internal systems.

• Support the adoption of new technology platforms and initiatives for process improvement.

• Participate in regular meetings with clients and team members.

• Cultivate relationships with client stakeholders, landlords, and brokers.

• Assist with additional requests and projects as needed by senior leadership.

• Support healthcare facility transactions related to medical office buildings, clinics, clinical space needs, Stark Law, AKS, and fair market value documentation.

⛳️ Requirements

• Bachelor's degree in business, finance, economics, or a related discipline, with a strong academic record.

• Minimum of 2 years of relevant experience.

• Strong financial, analytical, and reporting capabilities.

• Advanced skills in Microsoft Office (Excel, Word, PowerPoint, Outlook), CoStar, LoopNet, mapping software, and Yardi Voyager.

• Ability to master company-specific database applications.

• Exceptional attention to detail and organizational abilities.

• Well-developed verbal, written, and presentation skills.

• Capability to work independently as well as collaboratively within a team.

• Ability to multitask, prioritize, and manage time effectively under pressure.

• Familiarity with lease negotiation processes, lease-related issues, and basic real estate and leasing terminology.

• Commitment to client service and an eagerness to embrace new challenges and responsibilities.

• Candidates must be authorized to work in the United States without sponsorship.

• Experience in healthcare real estate is preferred.

• An active real estate license, or the willingness to obtain one, is preferred.

• Experience with complex commercial lease structures is preferred.

• Experience in financial modeling for lease and capital transactions is preferred.

🏝️ Benefits

• 401(k) plan with matching contributions from the company.

• Comprehensive medical, dental, and vision care.

• Paid parental leave at 100% of salary.

• Paid time off and company holidays.

• Early access to earned wages through Daily Pay.

• A supportive culture that prioritizes mental, physical, and emotional well-being.