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Sr. Transaction Manager

JLL
United States, California, Oakland
Jan 28, 2025
RESPONSIBILITIES

Manage Client Relationships
Assume key transaction responsibilities for strategic clients
Provide advice on client transactions
Attend and lead regular client meetings and conference calls
Interact with Client's strategic business partners and stakeholders
Improve client transaction management processes
Work directly with clients and team members to resolve financial model, transaction and landlord issues
Manage building tours with the client
Manage transaction reporting to the clients

Transactions Support
Independently manages and executes complex, large, and mid-size transactions with high level of proficiency and knowledge
Delivers measurable value by negotiating favorable economic and flexible lease terms for the client.
Assist Client in completing a large number of transactions annually and independently execute lease and capital transactions of all types and sizes while adhering to JLL's and the Client's processes and standards for expertise and professionalism
Actively monitor progress of assigned transactions as well as those of direct reports
Collect client requirements, obtain market data, review market reports, retain real estate broker partners nationally, oversee site selection and site evaluation, create requests for proposals (RFP's), negotiate letters of intent, leases, purchase and sale agreements, and prepare approval packages for client's senior management
Develop occupancy cost savings strategies, develop and evaluate alternative occupancy solutions and financial structures and refine existing transaction processes and procedures
Review commission invoices for accuracy and progress on payment; review transaction information within JLL's systems for accuracy and assure it is updated regularly

Revenue Growth
Helping the Account Director expand account services and participate in business development opportunities
Participating in opportunities to develop new business with Account Directors and other key stakeholders
Helping drive revenue and manage an account's adjusted growth margin year-to-year growth
Proactively manage,identify and present to client unforeseen transaction opportunities

Talent Management
Coaching and developing team members including attracting and retaining top talent
Assist junior transaction team members with complicated transactions/ financial analysis / modeling

KNOWLED SKILLS & ABILITIES
Knowledge of real estate leases and accounting procedures
Analytical ability, both financial and qualitative
Advanced computer skills (MS Office, including Excel, Word, Power Point, and Outlook)
Presentation skills
Modeling complex occupancy scenarios, including multi-facility consolidations, city plans and metro area consolidations
Attention to detail
Organization Skills
Well-developed verbal and written communication skills
Negotiation, Leasing and Interpersonal skills
Work independently or within a team
Ability to build relationships and interact effectively with business and clients
Healthcare experience preferred
Portfolio Strategy experience desired

EDUCATION / TRAINING
Bachelor's degree; preferably in Business, Finance or Real Estate; Master's degree preferred
5 years of relevant work experience with at least 2 years as a Transaction Manager
Real estate brokerage or salesperson license desired

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