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Portfolio Management

Portfolio Manager Full Time

Responsible for the day-to-day transaction management of a portfolio of properties on behalf of one or more national and/or global corporate services clients. Responsibilities include market optimization planning, monitoring internal/external workflows to ensure consistent quality of service and work product and mentoring and/or oversight of the Transaction Coordinator role.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES:

General:

  • Assist with the implementation of portfolio plans that align with client’s real estate goals and objectives
  • Collaborate with C&W and non C&W brokerage professionals to ensure effective negotiations of business terms for a wide variety of transactions including lease, sale, sublease and purchase
  • Manage the flow of key documentation and client communications
  • Review, and interpret financial analysis
  • Oversee revenue tracking of all transactions
  • Maintain database of transaction activity
  • Ensure accuracy of all transaction reports
  • Present transaction activity to client
  • Lead and/or facilitate client meetings
  • Provide suggestions for process and technical improvements relating to the transaction process
  • Assist with the on-boarding of new team members
  • May provide supervision for transactional team members and others team members supporting the transaction activity of the relationship

Process Management:

  • Assist with the development of standard forms and procedures
  • Implement standardized processes/playbooks that create maximum efficiencies and add value
  • Assist in measuring transactional performance
  • Ensure that all client and broker engagement documentation is executed

Transaction Management:

  • Coordinate field broker selection process
  • Assist with determining client needs and communicate project parameters
  • Coordinate negotiations and management of transactions
  • Coordinate legal review of all client leased/owned documents
  • Ensure accuracy of financial data and reporting
  • Resolve landlord/tenant disputes
  • Coordinate client site visits/market tours
  • Ensure all State real estate standards are met
  • Assist in the management of client rebate account

Strategic Planning:

  • Assist in the development of strategic real estate plans
  • Identify occupancy cost opportunities
  • Ensure implementation of agreed upon strategy
  • Produce and/or support business case development
  • Execute strategies by developing action plans

KEY COMPETENCIES

1. Client Service Skills

2. Communication Proficiency (oral and written)

3. Financial Analysis

4. Negotiation Skills

5. Organization Skills

6. Teamwork Orientation

7. Multi-Tasking

IMPORTANT EDUCATION

  • Bachelor’s degree (BA/BS) required in any field; finance/real estate preferred

IMPORTANT EXPERIENCE

  • 3+ years of real estate experience in transactions management or corporate real estate

Source: Cushman Wakefield Career Page

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