Our client a family office focused on the sale/leaseback sector with a nationwide portfolio of commercial real estate (CRE) assets seeks an experienced detailoriented and selfstarting Financial Analyst/Transaction Manager to join their growing team.
The ideal Financial Analyst/Transaction Manager understands the fundamentals of commercial real estate having learned the business handson in a brokerage investor owner developer or lending environment. Experience with CRE is a must ideally with exposure to single tenant netlease (STNL) NNN lease or multitenant retail and/or industrial.
They understand the unique vocabulary systems processes and people involved in the CRE industry and are a student of the business. The Financial Analyst/Transaction Manager is a people person with an aptitude for efficiency a knack for building and maintaining strong relationships managing a multitude of ongoing transactions and supporting the team in the attainment of individual and team KPI s.
To facilitate greater collaboration and improved communication this role is inoffice 5 days/week out of the firm s office in Minnetonka Minnesota.
A day in the life of the successful Financial Analyst/Transaction Manager includes but is not limited to:
- Financial Management: Developing and managing budgets for real estate properties monitoring financial performance and implementing costsaving measures to maximize profitability
- Process Improvement: Identifying and implementing operational efficiencies and best practices to streamline processes reducing operational costs and improving overall portfolio performance
- Compliance and Regulation: Staying current with local state and federal real estate laws and regulations. Ensuring properties comply with all legal requirements including safety zoning and environmental regulations
- Reporting and Analysis: Generating regular reports on property performance financial metrics and key performance indicators (KPIs). Using KPIs and EOS to manage a team making informed decisions and drive strategic planning
- Pipeline Management: Managing and overseeing the teams acquisition pipeline including properties under evaluation stages of LOI and deals under contract. Maintaining and growing the firm s CRM database
- Document Creation: Supporting the team with deal negotiations beginning with letters of intent (LOIs) for each identified investment
Requirements
A day in the life of the successful Financial Analyst/Transaction Manager includes but is not limited to:
- 35 years experience in commercial real estate
- A handson understanding of Industrial and Retail asset classes
- Strong understanding of real estate laws regulations and industry trends
- Exceptional financial management skills including budgeting and key financial analysis calculations like IRR NOI Cap Rates etc.
- Excellent communication and interpersonal skills for effective tenant and stakeholder relations
- Proficiency in property management software Microsoft Office Excel & Suite CoStar & CRMs
3-5+ years experience in commercial real estate A hands-on understanding of Industrial and Retail asset classes Strong understanding of real estate laws, regulations, and industry trends Exceptional financial management skills, including budgeting and key financial analysis calculations like IRR, NOI, Cap Rates, etc. Excellent communication and interpersonal skills for effective tenant and stakeholder relations Proficiency in property management software, Microsoft Office Excel & Suite, CoStar, & CRMs Analytical mindset with the ability to use data to drive decision-making Strong leadership and team management capabilities Exceptional organizational skills and attention to detail
Education
3-5+ years experience in commercial real estate A hands-on understanding of Industrial and Retail asset classes Strong understanding of real estate laws, regulations, and industry trends Exceptional financial management skills, including budgeting and key financial analysis calculations like IRR, NOI, Cap Rates, etc. Excellent communication and interpersonal skills for effective tenant and stakeholder relations Proficiency in property management software, Microsoft Office Excel & S