Transactions Analyst Resume Samples
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Transactions Analyst Resume Samples
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M Bode
Melba
Bode
869 Madison Brook
Boston
MA
+1 (555) 512 9926
869 Madison Brook
Boston
MA
Phone
p
+1 (555) 512 9926
Experience
Experience
Houston, TX
Transactions Management Analyst
Houston, TX
Will, Streich and Turcotte
Houston, TX
Transactions Management Analyst
- Assist in the preparation and update of reports, presentations, analyses, BI galleries and KPI metrics for the account team
- Financial accounting and reporting
- Review, understand and abstract complex real estate documents as part of the team’s underwriting and due diligence process
- Updating reports, presentations, and analyses
- Prepare detailed analysis, including NPV cash flows
- Financial modeling
- Evaluate client building alternatives
Phoenix, AZ
Senior Transactions Analyst
Phoenix, AZ
Hegmann-Erdman
Phoenix, AZ
Senior Transactions Analyst
- Assist in the preparation and presentation of performance reports
- Collaborates with brokers, senior management and asset-level personnel
- Performs property and market return analytics to help determine optimal portfolio market weighting
- Client Relationship Management
- Portfolio Management
- Prepares the preliminary expense budget for contracted properties, works with various internal departments to finalize expense budgets and uploads to Hyperion
- Assist in managing clients
present
Dallas, TX
Senior Analyst, Transactions Mgmt
Dallas, TX
Bogan Inc
present
Dallas, TX
Senior Analyst, Transactions Mgmt
present
- Works with the client and account leaders to set business and real estate strategies and execute on those objectives
- Occasionally performing complex financial analyses (e.g., headquarters, master plans, etc.) with supervision
- Assist in preparing commission invoices and tracking transactions on web-based application
- Assist in the preparation and update of reports, presentations and analyses
- Establishes strong trusted relationships
- Work directly with clients and team members to resolve financial model, transaction and landlord issues
- Monitors and evaluates implementation programs against strategies and provides timely reporting of the effectiveness of strategy against implementation
Education
Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
University of California, Los Angeles
Bachelor’s Degree in Finance
Skills
Skills
- A desire to work within a diverse, collaborative, and driven professional environment
- Ability to multi-task, work successfully under pressure, and effectively prioritize and manage time and workload
- Attention to detail
- Ability to work independently and within a team to build relationships and interact effectively with business partners and clients
- Basic understanding of real estate and lease terminology
- Exceptional attention to detail and organization skills
- Ability to build relationships and interact effectively with business and clients
- Advanced computer skills, specifically Microsoft Office Suite (including Excel, Word, PowerPoint and Outlook), CoStar, Mapping Software, and the ability to master company specific database programs
- Strong financial, analytical, and reporting skills
- Ability to analyze qualitative and quantitative information
10 Transactions Analyst resume templates
Read our complete resume writing guides
1
Opportunistic Transactions Analyst Resume Examples & Samples
- Construct and maintain bespoke models of each investment, including all valuation/assessment materials as well as ongoing monitoring/maintenance tasks
- Write cogent investment memorandums for use by senior decision makers, plus ancillary writing such as provision of backup for periodic valuation reviews and reflection of PM outlook to the internal marketing function
- Have the basic skills to lead a transaction from start to finish, including legal and tax structuring and documentation
2
Transactions Analyst Resume Examples & Samples
- Ensure the processing of all tax related items (UK & Irish Stamp Duty / French and Italian Financial Transaction Tax) is completed on a daily basis
- Taking the necessary action to ensure resolution of all tax related break items in a timely manner
- Employ networking skills to manage your relationships with custodian, clients, relationship managers, middle office representatives and information sources
- Escalation of potential risk and exposure to your Manager timely and efficiently
- Provide cover for other team members when required
- Monitor shared inbox to ensure all queries responded to within agreed SLA
- Ensure that all established procedures are followed
- Excellent organisational skills are required with the ability to prioritise workload, work accurately and efficiently under pressure
- To be flexible in their attitude and approach; have a strong desire to learn from day to day scenarios
- Work as part of a team in providing support to colleagues and ensure that the department maintains optimum performance and delivery of objectives
- Ownership and resolution of assigned tasks
3
Credit Analyst Transactions Decisions FI / HF Resume Examples & Samples
- Excellent communication skills (both written and spoken) are a pre-requisite. The ability to write clear and concise risk analysis to support recommendations is crucial
- Some knowledge of financial accounting concepts as well as financial markets, fund management, securities, and banking industries
- Individual must be able to work productively both within a team environment and independently when required
- Natural curiosity, ambition to succeed in fast paced & challenging environment
- Up to 1-3 years relevant work experience
- General understanding of the credit rating drivers of financial institutions or corporations
- Language skills (Spanish or Portuguese)
4
Portfolio Management & Transactions Analyst Resume Examples & Samples
- Proficiency in building complex, fully integrated Financial Models and running scenario analyses
- Microsoft Office/Suite proficient (Access, Excel, PowerPoint and Word)
- Ability to create and update VBA and Excel Macros to fully automate processes for accounting, modeling and financial reporting purposes
- Mergers & Acquisitions and / or Healthcare Investment Banking experience
- Working knowledge of Great Plains accounting software
5
Senior Analyst, Transactions Resume Examples & Samples
- Minimum: 1 to 3 years
- Preferred: 3+ years
- Preferred: Presentation skills
- Preferred: Modeling complex occupancy scenarios, including multi-facility consolidations, city plans and metro area consolidations
- Organization Skills
- Work independently or within a team
- Prior lease negotiation experience, preferred
6
Transactions Analyst Resume Examples & Samples
- Review of lease documents and write lease summaries and abstracts. Review other materials as part of the due diligence process
- Develop an understanding of basic building systems, real estate, and lease terminology
- Strong financial, analytical, and reporting skills
- Exceptional attention to detail and organization skills
7
Senior Analyst, Transactions Mgmt Resume Examples & Samples
- Establishes strong trusted relationships
- Proactively assists clients in managing real estate portfolio to achieve cost reduction, financial occupancy optimization, monetization, and other client goals
- Monitors and evaluates implementation programs against strategies and provides timely reporting of the effectiveness of strategy against implementation
- Evaluate client site alternatives _Evaluate lease options
- Prepare detailed analysis, including NPV cash flows
- Prepares financial analyses (e.g. rent assumptions, site comparisons)
- Review, understand and abstract complex
8
Analyst, Transactions Resume Examples & Samples
- One to two years’ experience in a related field or operation is required
- Two or more years’ experience in a related field or operation is preferred
- Advanced computer skills (Microsoft Office Suite: Word, Excel, PowerPoint, Access, Project and Outlook)
9
Transactions Mgmt Analyst Resume Examples & Samples
- Ideal candidate will have at least 2 years of applicable experience
- Advanced computer skills, specifically MS Office Suite (including Excel, Word, PowerPoint and Outlook), CoStar, and the ability to master company specific database programs
- Well-developed verbal and written communications and presentation skills
- A desire to work within a diverse, collaborative, and driven professional environment
10
Analyst, Transactions Mgmt Resume Examples & Samples
- Real estate brokerage or salespersons license desired
- Ability to analyze qualitative and quantitative information
- Ability to work independently and within a team to build relationships and interact effectively with business partners and clients
11
Senior Transactions Analyst Resume Examples & Samples
- Embracing opportunities
- Performs property and market return analytics to help determine optimal portfolio market weighting
- Reviews initial property information provided by seller, including market data, property financials, property amenities and comparable property characteristics. Determines additional information needed to complete the analysis and obtain it through the seller, broker or other sources
- Develops financial projections based on a combination of historical performance and future expectations for potential acquisition targets. Prepares summary investment reports for senior management with investment highlights and pricing/bid recommendations
- Collaborates with brokers, senior management and asset-level personnel
- Assists with the coordination of various third party transaction services, including tax consultants, lease audits, etc
- Prepares the preliminary expense budget for contracted properties, works with various internal departments to finalize expense budgets and uploads to Hyperion
- Prepares real estate investment packages for presentation to senior management and to the Board of Directors. Participates in presentation of investment packages as needed
- Assists with the collection, distribution and review of due diligence materials and performs assigned tasks to ensure the successful closing of acquisitions and dispositions
- Researches market fundamentals and trends of new and existing markets to support and facilitate analyses of acquisitions
- Prepares initial research and analyses for various business opportunities and coordinates special projects as needed
- Travels frequently (approximately 40%) to perform market and/or property tours with which to evaluate current and/or potential business development opportunities
- Perform other related duties as assigned to meet the needs of the business
- Knowledge of real estate acquisition business practices and principles
- Advanced knowledge of real estate valuations and investment analysis
- Knowledge and skill to develop, maintain and interpret financial models
- Quantitative and qualitative analytical skills and attention to detail
- Proficiency with Microsoft Office applications (Word, Outlook, PowerPoint) including advanced functions in Excel
- Ability to operate independently with initiative to achieve business objectives
- Organizational and management skills to prioritize, track and manage projects, tasks, and deadlines
- Knowledge of real estate contractual terms and conditions and negotiation skills
- Skill and ability to clearly and concisely communicate verbally and in writing, including executive presence to deliver proposals to senior and executive management
- Ability to travel frequently (approximately 40%)
- Bachelor’s degree in Business or a related field with a concentration in Finance, Real Estate or Accounting required
- Five years of experience in investment banking, finance, property brokerage, acquisitions/dispositions, asset management, and/or portfolio management required
- MBA or other Master’s degree preferred
- Chartered Financial Analyst (CFA®) designation by the CFA Institute preferred
- Direct multifamily real estate experience preferred
12
Senior Transactions Analyst Resume Examples & Samples
- Analysis and Evaluation
- Take a primary role in due diligence
- Oversee the construction of financial models, preparation of presentations, research and market analysis and commercial / tax / legal due diligence
- Analyze financial statements of both public and private companies for potential investment
- Analyze real estate projects for possible investments
- Deal Execution
- Prepare internal deal approval papers
- Support in deal execution and underwriting
- Client Relationship Management
- Assist in managing clients
- Corporate Governance
- Work closely with stakeholders to achieve the desired outcome of investments
- Responsible for portfolio monitoring
- Assist in the preparation and presentation of performance reports
13
Transactions Analyst Resume Examples & Samples
- Bachelor’s Degree in Business Finance, Economics, or related field, preferred
- 0 – 2 years of relevant experience
- Minimum 2 years of relevant experience, preferred
- Basic understanding of real estate terminology, preferred
- Advanced computer skills (MS Office, including Excel, Word, Power Point, and Outlook)
14
Capital Transactions Analyst Resume Examples & Samples
- Assisting with preparation of feasibility studies and cash flow models
- Assisting with valuations and support analysis of new opportunities and investment decisions
- Stakeholder Engagement; developing and maintaining an extensive network of industry relationships
- Negotiating, with vendors, agents and government bodies
- Assisting with other tasks associated while identifying and executing capital transaction opportunities
15
Senior Analyst, Transactions Mgmt Resume Examples & Samples
- Assist in the preparation and update of reports, presentations and analyses
- Basic understanding of real estate and lease terminology
- Ability to multi-task, work successfully under pressure, and effectively prioritize and manage time and workload
16
Senior Analyst, Transactions Mgmt Resume Examples & Samples
- Works with the client and account leaders to set business and real estate strategies and execute on those objectives
- Reviews lease documents. Writes lease summaries and abstracts. Reviews other materials as part of the due diligence process
- Monitors and evaluates implementation programs against strategy and provides timely reporting of the effectiveness of the strategy against implementation results
- Strategically utilizes other corporate service lines to deliver optimal results
- Establishes a strong and trusted relationship with the client
- Ideal candidate will have 3 years commercial real estate transactional experience
- Possesses fundamental understanding of real estate and lease terminology
- Experience with modeling complex occupancy scenarios, including multi-facility consolidations, city plans and metro area consolidations
- Advanced proficiency in Microsoft Office (Word, Excel, and Outlook) CoStar, Argus with the capability to master company specific database programs
17
Senior Transactions Analyst Resume Examples & Samples
- Our Analyst works primarily in a support role on lease acquisitions, dispositions and other transaction and account management related projects
- Attend regular conference calls
- Assist in preparing commission invoices and tracking transactions on web-based application
- Become familiar with the lease negotiation process and lease issues
18
Transactions Management Analyst Resume Examples & Samples
- Prepare financial analysis
- Work directly with clients and team members to resolve financial model, transaction and landlord issues
- Review of lease documents and abstracts. Review other materials as part of the due diligence process
- Bachelor’s Degree in business, finance, economics or related field with a record of high academic achievement (strong GPA)
- Ideal candidate will have at least 2 years of applicable experience Strong financial, analytical, and reporting skills
- Advanced computer skills which may include use of: Microsoft Office Suite (including Excel, Word, PowerPoint and Outlook), Maptitude, CoStar, and the ability to master company specific database programs
- Understanding of and commitment to client services
19
Analyst, Transactions Mgmt Resume Examples & Samples
- Evaluate client building alternatives and lease options on qualitative and quantitative analysis
- Prepare financial analysis
- Assist in the preparation and update of reports, presentations, analyses, BI galleries and KPI metrics for the account team
- Ideal candidate will have at least 2 years of applicable experience Strong financial, analytical, and reporting skills
- Advanced computer skills which may include use of: Microsoft Office Suite (including Excel, Word, PowerPoint and Outlook), Maptitude, CoStar, and the ability to master company specific database programs
- Well-developed verbal and written communications skills
20
Transactions Management Analyst Resume Examples & Samples
- Track transactions on web based applications
- Review, understand and abstract complex real estate documents as part of the team’s underwriting and due diligence process
- Writes lease summaries and abstracts
- KPI tracking
21
Senior Analyst, Transactions Mgmt Resume Examples & Samples
- Qualitative Analysis
- Evaluate client building alternatives
- Evaluate lease options
- Prepares complex financial analyses (e.g. headquarters, master plans, lease backs, etc.)
- Integrates complex occupancy scenario planning into financial analysis
- Due Diligence
- Updating reports, presentations, and analyses
- General and ad hoc reporting as needed to support transaction activities
- Financial accounting and reporting
- Prepare commission invoices and track payment
- Advanced Degree preferred
- 1-3 years of relevant work experience in Finance, Real Estate or Accounting required
- ARGUS valuations, financial analysis and market research experience strongly preferred
- Strong computer orientation and proficiency with MS Office is required
- Fluency in Excel and Argus required
