Transaction Manager

At Cresa, we believe our clients deserve better. A better space to work, create, build, grow. A better outcome for their people and organization. A better partner who puts their needs first, helping them navigate the landscape, tilting the playing field in their favor and giving them an insider’s edge.

Our mission is to find and foster the best environment for every business. Our purpose is to think beyond space - strengthening those we serve and enhancing quality of life for our clients and employees. We are built to champion our clients’ aspirations through real estate. When considering partnership, we strive to connect with those who share our values: Work Together, Create Value, Be Tenacious, Enhance Community, and Embrace Diversity.

We believe in being the change. We work together to find new ways of doing things that create value for our clients — and for each other. Because there is not much that feels better than collaborating to make a positive difference each day.

At Cresa, we offer an opportunity to be part of something bigger. To learn, advance, mentor and be recognized. Your voice will be heard, and you will be valued for both your individual and team contributions.

Summary

As a Transaction Manager, you’ll join the Client Solutions team, providing high-quality transaction and account support as well as financial, market and portfolio analytics to inform and support our clients' real estate decision making. Armed with exceptional analytical and organizational skills and an eye for details, you’re a problem solver who constantly seeks to achieve better results.

Essential duties and responsibilities

• Review lease documents, write lease summaries and abstracts and review other materials as part of the due diligence process
• Deliver on client-driven priorities, tracking progress and milestones
• Experience developing analytics models and methodologies using a variety of data points to develop informed recommendations to clients
• Experience with developing and/or completing financial models for evaluation of lease cash flows and P&L impact
• Ability to analyze business performance data and budgets for executive-level operations reporting
• Review critical dates, evaluate contract options, and provide recommendations.
• Create and implement reports including but not limited to: PIF (Project Initiation Forms), Requests for Proposals (RFPs), Market Comps, Business Case, Location analysis, (BOV) Broker opinion of value
• Support all transaction activity, preparing forecasts and savings results reporting
• Apply critical thinking and market knowledge to assist with unique client-specific research requests such as strategic planning, portfolio reviews, and highest and best use analyses.
• Summarize and communicate analytic findings, insights and recommendations via executive-level summary documents and presentations.
• Complete other client driven initiatives to support their internal real estate needs
• Strong written and verbal communication skills
• A strong work ethic and the ability to work as a team player
• Resourceful, attention to detail, and strong organizational skills including the ability to multi-task, prioritize efficiently and meet tight deadlines

Qualifications

• 4+ years relevant experience
• Prior experience managing transactions for commercial real estate services
• Associates/Bachelor’s degree or equivalent experience
• Active real estate license in state of residence.
• Strong writing, editing and proofreading skills – attention to detail is critical
• Excellent project management and organizational skills
• Ability to work independently and manage competing deadlines
• Strong interpersonal skills and proven experience working with cross-functional teams
• Advanced proficiency in MS Office (MS Word, MS Excel, MS PowerPoint, and Outlook). Advanced MS Excel proficiency is a must
• Advanced proficiency in Smartsheet and Salesforce reporting preferred; proficiency in Power BI and Tableau preferred
• Experience with lease administration platforms (CoStar, Visual Lease)
• Ability to work across multiple time zones to accommodate global initiatives

Physical Requirements:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions in accordance with the Americans with Disabilities Act.

NOTE: The job description is an overview of the functions and requirements for this position. This document is not intended to be an exhaustive list encompassing every duty and requirement of this position; supervisors may assign other duties as deemed necessary.

Cresa is committed to developing and maintaining a diverse workforce. Cresa strongly believes in equal opportunity extended to all individuals in all aspects of the employment relationship without regard to race, color, religion, belief, creed, age, sex, pregnancy or maternity (including childbirth and related conditions), family responsibility (e.g. child care, elder care), nationality, ethnic or national origin or ancestry, citizenship, marital status, civil partner status, sexual orientation, gender identity or expression, transgender status, veteran’s status, genetic information, political view or status as a qualified individual with a disability, protected leave status or any other protected characteristic in accordance with applicable law.