Transaction Manager

CBRE Excellerate is a leading global commercial real estate services company. An analyst position within the Advisory and Transactions arm of CBRE Excellerate would involve assisting senior team members in client engagements, conducting market research, and performing financial analyses on real estate transactions. Below is the sample job specification for an Analyst for CBRE Excellerate's Advisory and Transactions team:

Key Responsibilities

Research and Market Analysis:

• Conduct detailed market research to support the Advisory and Transactions team.
• Prepare comprehensive market activity reports, tracking key trends, and notable transactions.

Client Engagement and Support:

• Assist senior team members with client engagements by preparing and presenting findings, solutions, and deliverables.
• Help develop client presentations, proposals, and transaction documentation.
• Provide ongoing support throughout the client engagement lifecycle, ensuring high-quality service delivery.

Transaction Coordination:

• Assist in coordinating the due diligence process, including gathering necessary documentation and liaising with relevant parties.
• Collaborate with the legal team to review and manage transaction-related documentation.
• Support senior team members during negotiations and ensure all transaction details are accurately documented.

Team Collaboration and Administrative Support:

• Work closely with other departments across CBRE Excellerate to deliver integrated service solutions to clients.
• Participate in team meetings, brainstorming sessions, and knowledge-sharing opportunities.
• Provide administrative support to ensure proposals for transactions and advisory assignments are completed efficiently.

Project Management and Reporting:

• Manage projects according to client processes, ensuring all necessary documentation is completed and coordinated.
• Ensure effective and timely reporting of project activities and progress.
• Actively participate in weekly work-in-progress meetings and associated project discussions.
• Capture and report on required financial metrics, including project completion and KPIs.

Profitability and Business Development:

• Ensure correct allocation of fee shares.
• Identify and participate in business development opportunities, including cross-selling services to other teams and departments.
• Maintain accurate records of new leads, pursuits, and project completions, contributing to team meetings and revenue tracking.
• Assist with invoice generation and ensure compliance with FICA requirements.

Operational Discipline:

• Ensure timely and accurate completion of all required documentation and reporting, including the provision of information for business purposes.
• Support the team's efforts in maintaining the Revenue Tracker and other internal systems.
• Actively contribute to a culture of teamwork, collaboration, and continuous improvement.

Key Qualifications and Experience:

• Bachelor's degree in Real Estate, Finance, Economics, or a related field.
• 1-3 years of experience in real estate, financial analysis, or a related discipline.
• Proficiency in MS Office, with advanced Excel and PowerPoint skills.
• Familiarity with commercial real estate databases and tools is an advantage.

Key Competencies:

• Strong analytical and quantitative skills, with a keen attention to detail.
• Excellent written and verbal communication skills.
• Highly organized, with the ability to manage multiple tasks in a fast-paced environment.
• Solid understanding of commercial real estate concepts and the legal context of contract negotiations.
• Strong business acumen and financial management skills, particularly regarding leases and financial statements.
• Commitment to professional development and continuous learning.
• Ability to engage with market specialists and provide clients with relevant market and transaction insights.
• Demonstrate integrity, ownership, and a client-first approach in all aspects of work