Transaction Analyst

CB Richard Ellis Dallas, TX
JOB SUMMARY

Provides assistance in the coordination and execution of all real estate transaction activities for a defined portfolio of properties on behalf of our corporate clients. Prepares and presents detailed and multifaceted financial modeling and valuation analysis, including balance sheet considerations, profit and loss statements, and variable tax consequences. Assists with project management and portfolio planning, helping clients to strategize, assess, and implement occupancy needs.

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

Other duties may be assigned.

SUPERVISORY RESPONSIBILITIES

No formal supervisory responsibilities in this position. Provides assistance and oversight such as technical guidance, and/or training to coworkers. May lead project teams and/or plan, and supervise assignments of lower level employees.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and EXPERIENCE

Bachelor's degree (BA/BS) from four-year college or university and a minimum of 2 to 4 years of related experience and/or training.

CERTIFICATES and/or LICENSES

Real Estate Salesperson license preferred.

COMMUNICATION SKILLS

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.

FINANCIAL KNOWLEDGE

Requires advanced knowledge of financial terms and principles. Conducts advanced financial analysis.

REASONING ABILITY

Ability to comprehend, analyze, and interpret complex documents. Ability to solve problems involving several options in situations. Requires advanced analytical and quantitative skills.

OTHER SKILLS and ABILITIES

Advanced skills with Microsoft Office Suite.

SCOPE OF RESPONSIBILITY

Decisions made with understanding of procedures and company policies to achieve set results and deadlines. Responsible for setting own project deadlines. Errors in judgment may cause significant impact to client, co-workers, and supervisor.

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