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Director, Transactions Management

JLL
United States, Oregon, Portland
1120 Northwest Couch Street (Show on map)
Sep 27, 2024
Our Work Dynamics Healthcare Team helps clients strategize, evaluate, and transact real estate, to meet their business and occupancy needs.

The Senior Transaction Manager will be responsible for ensuring a high level of client satisfaction and creates strong client trust and confidence within their assigned region. They will support business growth by managing a large volume of transactions, delivering upon key client initiatives as well as ensuring consistency in processes, systems, and reporting. The individual will manage and execute complex lease and/or capital transactions as well as lead complex projects. S/He will be responsible for overseeing regular reporting, analysis, cash flow forecasts, documenting significant client issues and conducting strategic planning. S/He may either work independently or as part of a team. S/He will also work on and will be asked to direct special projects/assignments, as needed.

The Senior Transaction Manager will manage and collaborate with professionals across a wide variety of disciplines and business units, including facilities, property management, business development, finance, and clinical operations. Demonstrated experience in managing complex projects to successful outcomes is paramount. S/He must also think strategically and act proactively. S/He also helps the account team foster growth of junior talent and manages team meetings/call-cadence appropriately.

Position will be located in Portland, Oregon with responsibilities in Oregon, Washington, and Hawaii.

ESSENTIAL FUNCTIONS
Manage Client Relationship
Fosters client relationship and manages interactions with key stakeholders in the client's organization.
Works with client to set business and real estate strategies and, once developed, executes those strategies. Provides real estate advice for key client initiatives and projects.
Leads regular client meetings and conference calls, staying abreast of client's business operations, real estate needs and challenges.
Identifies opportunities to optimize client's portfolio, improve financial performance and reduce cost.
Identifies, develops, and implements improvements to client transaction management processes.

Transaction Management
Independently manages and executes complex, small, large, and mid-size transactions with a high level of proficiency and knowledge, adhering to Jones Lang LaSalle's and the Client's processes and standards for expertise and professionalism.Collects client requirements, obtains market data, reviews market reports.
Retains and Coordinates with field brokers as necessary; reviews and finalizes broker engagements and commission invoices to ensure accuracy.
Leads site selection and site evaluation assignments.
Create requests for proposals (RFP's)
Negotiate letters of intent, leases, purchase and sale agreements.
Prepare transaction approval packages for client's executive management.

Delivers measurable value by negotiating favorable deal terms that are pliant and economically beneficial for the client.
Actively monitors progress of assigned transactions as well as those of direct reports.

Portfolio Management
Advances the development, management, and execution of portfolio and asset strategies.
Provides financial analysis / modeling and other decision support tools, frameworks, and guiding principles to aid client and its business leaders in making real estate decisions.
Proactively manages, identifies, and presents to client unforeseen transaction opportunities.
Proactively identifies and recommends portfolio initiatives and optimization opportunities. Develops occupancy cost saving strategies. Develops and evaluate alternative occupancy solutions.
Supports M&A activity, including diligence (i.e. provide FMV analysis for acquisition targets), integration/disposition strategy, and execution.

Account Support
Collaborates with Account Leadership to expand account services and identify business development opportunities.
Achieves established key performance indicators, service level requirements and other measures.
Helps drive revenue and manage an account's adjusted growth margin year-to-year growth.

Talent Management
Coaches and develops team members including attracting and retaining top talent.
Assists junior transaction team members with complicated transactions/ financial analysis / modeling.

EDUCATION AND EXPERIENCE
Bachelor's degree
Master's, MBA, or other advanced degree, preferred.
Real estate brokerage or salesperson license, required.
LEED certification, CCIM, SIOR, MCR and related certifications, preferred.
Minimum 8 years of relevant work experience with at least 5 years as a Transaction Manager.
Healthcare experience required with knowledge of the healthcare regulatory environment and is especially fluent in Stark and AKS regulations.
Proven experience in building strong client relationships and ability to interact effectively with all levels of a client's organization.
Demonstrated transaction management and negotiation skills including proficiency in lease and contract review.
Financial acumen, including skill with real estate analytics and analysis, along with an understanding of corporate finance and accounting principles.
Experience working in Corporate Real Estate tailoring real estate strategies to achieve business objectives.
Excellent negotiating, analytical, communication, presentation, collaboration, organizational/planning, and process skills.
Advanced computer skills (MS Office, including Excel, Word, Power Point, and Outlook)
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