Senior Transaction Analyst

This is a fully remote position, open to applicants in California, +2 more states.

📋 Description

• Provide analytical support to Transaction Managers and Brokers involved in transactions for a prominent global client.

• Report directly to the Hiring Manager while overseeing operational and administrative tasks.

• Independently handle complex analytical processes, delivering strategic insights and high-value transaction assistance.

• Conduct advanced financial analysis, including NPV, IRR, cash flow modeling, and lease rate optimization.

• Carry out market research, competitive analysis, and strategic assessments of lease alternatives.

• Oversee financial analyses and documentation of account processes, including KPI documentation and scoring.

• Collaborate with brokerage and client leads to ensure adherence to account processes and templates.

• Address financial model, transaction, and landlord issues in coordination with clients and brokerage team members.

• Track the progress of transactions, acquire timely updates, and resolve delivery challenges.

• Abstract and thoroughly analyze intricate commercial lease documents.

• Establish quality assurance measures for transaction materials.

• Provide support during client transactions.

• Supervise account commission forecasts and invoices; input and analyze data in the internal financial tracking system.

• Act as a liaison between the account team and finance and accounting departments.

• Manage research and market data requests, including preparing the client’s Broker Opinion of Value template.

• Engage in client meetings and conference calls.

• Enhance client transaction management processes.

• Assist with the preparation of routine presentations.

• Extract reports from client data systems, maintain SharePoint project folders, and manage access rights and security for account technology tools.

• Execute other assigned transaction management responsibilities and tasks.

⛳️ Requirements

• Bachelor’s Degree in Business, Finance, Economics, Real Estate or a related quantitative field.

• 3–5 years of relevant professional experience.

• Proven analytical skills, both financial and qualitative.

• Proficient in computer applications, including MS Office, with advanced knowledge of Excel, Word, PowerPoint, and Outlook.

• Strong presentation abilities.

• Experience in modeling complex occupancy scenarios.

• Must be a US citizen or lawful permanent resident.

• Must have authorization to work in the United States without sponsorship.

• Real estate brokerage or salesperson license is preferred.

• High attention to detail.

• Excellent organizational skills.

• Well-developed verbal and written communication capabilities.

• Ability to work autonomously as well as collaboratively within a team.

• Customer service-oriented with the capability to build relationships and interact effectively with internal customers and external clients.

• Strong interpersonal skills.

🏝️ 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.

• Supportive culture and a comprehensive benefits package prioritizing mental, physical, and emotional well-being.