Transaction Manager

This is a fully remote position, open to applicants in California.

📋 Description

• Assist members of the Seniors Housing Investment Sales team in managing transactions related to seniors housing assets.

• Oversee transaction coordination and the due diligence process.

• Organize files and ensure all mandatory disclosures are completed and submitted for review and approval.

• Reach out to interested parties about any missing documentation.

• Maintain a quality-controlled system to manage the necessary steps for closing deals.

• Track sales progress, deadlines, and the release of contingencies.

• Create, design, format, edit, and quality-control high-quality investment sales marketing materials, including Offering Memorandums (OMs), Broker Opinion of Values (BOVs), pitch books, presentations, email marketing content, and client-facing materials.

• Collaborate with investment sales professionals, analysts, and internal resources to integrate transaction, property, and financial data into marketing materials.

• Draft initial versions of listing and engagement agreements from approved templates or coordinate their preparation with internal teams.

• Prepare, distribute, track, and maintain records of non-disclosure agreements.

• Update and manage Salesforce, including contacts, companies, opportunities, transaction activities, buyer outreach, and CRM details.

• Maintain buyer and prospect lists and support the execution and tracking of marketing campaigns.

• Manage the calendar of investment sales professionals and schedule meetings, calls, Zoom sessions, conferences, and appointments.

• Organize business travel arrangements.

• Prepare and process expense reports and reimbursement documentation.

• Execute other assigned duties.

• Work typically from 8:30 am to 5:30 pm local time, Monday through Friday.

⛳️ Requirements

• Bachelor’s degree (preferably with a concentration in Finance and/or Real Estate) or equivalent experience.

• 5+ years of experience in Finance, Real Estate, or a related field.

• Strong proficiency in MS Outlook, Excel, PowerPoint, Adobe Acrobat, and Word.

• Ability to learn Salesforce and other company software as required.

• Excellent proofreading, calendar management, scheduling, and project-management skills.

• Skills in managing client relationships.

• Proficiency in Adobe InDesign and Adobe Illustrator is preferred.

• Proven capabilities in graphic design, document layout, and production.

• Exceptional attention to detail and organizational abilities.

• Capacity to manage multiple tasks accurately and effectively during time-sensitive situations.

• Willingness to work extended hours or weekends as necessary.

• Advanced written and verbal communication skills.

• Demonstrated ownership of work, readiness to tackle challenges, openness to growth opportunities, and patience in learning new processes.

• Courtesy, respect, and thoughtfulness in interactions with colleagues and stakeholders.

• Remote candidates must reside in California.

🏝️ Benefits

• Up to 83% subsidized medical payroll deductions.

• Competitive dental and vision benefits.

• 401(k) with matching contributions.

• Pre-tax transit and commuting benefits.

• Comprehensive health and wellness program featuring cash rewards and resources that promote health, engagement, and balance.

• Paid maternity and parental leave.

• Various family paid leave programs.

• Company-funded life insurance, short-term, and long-term disability insurance.

• Health Savings Account.

• Flexible Spending Accounts for healthcare and dependent care.

• Opportunities for career development.

• Volunteer hours and donation matching programs.

• Chance to join one of Fortune Magazine’s Great Places to Work winners.