Transactions Analyst Job Description
Transactions Analyst Duties & Responsibilities
To write an effective transactions analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included transactions analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Transactions Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Transactions Analyst
List any licenses or certifications required by the position: LEED
Education for Transactions Analyst
Typically a job would require a certain level of education.
Employers hiring for the transactions analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Business, Economics, Accounting, Real Estate, Education, Business/Administration, Engineering, Business Finance, MBA
Skills for Transactions Analyst
Desired skills for transactions analyst include:
Desired experience for transactions analyst includes:
Transactions Analyst Examples
Transactions Analyst Job Description
- Participate in BCP/DR test / Call Tree and ensure the plan is up-to-date to support this requirement
- Support sanction screening process for documentation and client information
- Prepare regulatory reports for submission to regulators and monthly report on major activities to Trade regional office
- Document Standard Operating Procedures and include continuous update for any changes required
- Continue to provide improvement to the workflow and controls
- Perform underwriting and market research of potential acquisitions targets using Excel
- Support Transactions Officers in the due diligence and closing of acquisitions, dispositions, and financing activities
- Maintain and source information for the CASA team’s acquisitions pipeline for multi-family and student housing opportunities
- Assist in the production of investment memorandums
- Assist Transactions Officers by working collaboratively with internal stakeholders including Asset Management, Portfolio Management, Engineering, Legal, and Accounting, in addition to external third party service providers including property managers, brokers, partners, consultants, lenders and developers
- Having interpersonal skill and self motivated for achieving department goals and objectives
- Good communication skill with peers, and internal business partners
- Effective and structured to meet strict deadlines and objectives
- Meticulous and good attention to details
- Cooperative, Team Player and Team Leader
- Good knowledge of Bank Negara reporting requirements for Trade & Loans products including respective regulations / guidelines to meet this requirement
Transactions Analyst Job Description
- Support efforts to establish relationships with various housing authorities, agencies or issuers of tax-exempt multifamily bonds
- Obtain W-9 and bank letter from department Director or Compliance Officer
- Complete an electronic funds transfer application for all qualified payors through the clearing houses
- Confirm the test deposit was successful with the payer
- Monitor the process until the connection has been established
- Complete the application for electronic remittance advice for all qualified payors with a relationship with SSI
- Open necessary SSR with SSI to establish the ERA
- Provide support and assistance to cashiers when needed
- Assist Manager to identify, resolve and report issues impacting performance objectives
- Track and communicate delays and issues for management resolution
- Working knowledge of SAP and BI
- Bachelor’s Degree in Business Finance, Economics or related field is a plus
- Business or Technical undergraduate degree
- A Bachelor’s degree from an accredited institution, university or college is required
- A Bachelor’s degree in Business Finance, Economics or related field from an accredited institution, university or college is preferred
- Minimum of 2+ years’ experience in similar position working in commercial real estate, with specific emphasis on multifamily and/or student housing
Transactions Analyst Job Description
- Good team playing abilities
- Perform quality & compliance reviews in the Financial Transactions’ departments concerning policies, procedures to ensure MAR, key and non-key operational controls are met
- Analyze and report transactional processing production, receipts, inventories and quality
- Develop enhanced metrics of measuring quality
- Participates in the preparation and analysis of the Performance Measures Reports trends and how compares to industry benchmarks
- Cross trains with all processing functions in Financial Transactions to have an in-depth understanding and backup for staffing gaps
- Provides operational assistance to both internal and external business partners
- Perform root cause analysis through research and analyzing data and processes in order to determine more efficient and customer valued solutions that satisfy various business needs
- Include oversight of user acceptance testing, training, and implementation of software enhancements in FACETS and ERP systems
- Knowledge of database reporting including the tools necessary to extract meaningful information in trend analysis
- Investment Analysis knowledge (including DCF, IRR’s, NPV, Cap Rates)
- Advanced financial modeling and spreadsheet analysis skills utilizing Excel/MS Office
- Strong professional writing skills to complete both internal and external reports
- Basic understanding of institutional real estate transaction process
- Strong attention to detail in order to comply with all audit requests and compliance/regulation processes
- Ability to prioritize work, while supporting multiple transaction officers
Transactions Analyst Job Description
- Project lead and/or leadership functions may be assigned at management discretion
- Perform other ad hoc tasks assigned by management
- Support the transaction team with the analysis of potential investment opportunities
- Cash flow modelling, subsequent production of memos (recommendations) on the basis of the data analysis completed
- Support due diligence and negotiation of suitable acquisition/disposition through provision of data analysis (cashflow modelling, financial indicators, KPI)
- Where appropriate, accompany members of the team to meetings and inspections
- At a time, you will be monitoring and handling News Feedback ensuring all client feedback is responded to appropriately, entering and resolving all external error cases, writing abstracts for regulatory filings like 8-Ks, registration statements and non-timely filing notices
- Lastly, troubleshooting problems or issues and providing substantial feedback to co-workers and building
- Own the deal model and bring a willingness to learn the transaction process and business strategy
- Collaborate with management and functional teams to develop business cases and rationales to evaluate opportunities
- Required cash posting experience in a medical field
- Minimum 2 year experience in a hospital business office department
- Hyland On Base, Med Host and Artiva experience preferred
- Entry–level position with Associates or Bachelor’s Degree preferred
- 0 - 2 years financial analyst business experience
- Experience with other data and statistical applications (PowerPivot, Tableau, SAS, Access), preferred
Transactions Analyst Job Description
- Prepare and present financial analysis
- Review of lease documents and abstracts
- Responsible for the support of all transactions entered via Luminate
- Maintain data logs to generate monthly reports, specific to Return or Exception batches that reflect the issues that were encountered via AccessHope batch processing, specific to Philanthropy field offices and Rivergrade Philanthropy departments
- Support Gift Administration staff, coordinate online verification generated from all Luminate import batches including Web registration submitted by Philanthropy
- Oversee the work of others within the GA Team through collaboration with the GA Manager and Supervisor by training, allocating and monitoring work processed
- Prepare various reports and analysis as may be required by Gift Administration management, which include statistics on timeliness of data submission, errors, and general processing performance
- Develop and publish GA monthly metrics via our fundraising system Blackbaud CRM (AccessHope) to identify staff productivity, inefficiencies, and service level agreements specific to our department
- Responsible for maintaining, revising or creating all Gift Admin department procedures
- Train new and existing users within our Gift Admin team on Blackbaud CRM processing
- One (1) to three years (3) of experience with financial modeling and/or underwriting highly desired, or relevant business experience, required
- 4+ years’ experience in an accounting/financial environment is required
- 3+ years’ experience with Accounts Payable and purchase orders three-way matching is required
- Experience to perform daily, weekly and monthly transactional reconciliations with internal/external source documents is required
- Experience in policy and procedure writing/updating and operational compliance is required
- Experience in identifying, recommending and initiate lean process improvements is required