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Analyst, Transaction Management

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Our client is a growing multifamily real estate investment firm focused on acquiring, developing, and managing high‑quality apartment communities across key U.S. markets. The team values organization, analytical rigor, and seamless execution across all phases of the investment lifecycle.


Position Overview

The Analyst, Transaction Management plays a central role in coordinating all stages of real estate transactions while supporting the underwriting and financial analysis that drives investment decisions. This hybrid role is ideal for a detail‑oriented, deadline‑driven professional who enjoys both operational coordination and analytical work.


Primary Responsibilities

Transaction Management & Coordination

  • Serve as the central point of contact for all transaction stakeholders: internal teams, escrow/title, lenders, brokers, attorneys, consultants, and sellers.
  • Manage and maintain transaction checklists, diligence trackers, timeline calendars, and closing documentation.
  • Track and enforce all deal deadlines, contingencies, lender requirements, and critical path items to ensure timely closings.
  • Coordinate the collection, review, and secure distribution of due diligence materials including financials, property reports, insurance, estoppels, SNDAs, surveys, and organizational documents.
  • Facilitate signature routing and ensure proper execution and archival of all legal/closing documents.
  • Prepare weekly status updates for senior leadership, highlighting risks, outstanding items, and timeline shifts.
  • Support onboarding of newly acquired assets by coordinating with accounting, operations, asset management, and third‑party property managers.
  • Ensure transaction files remain organized, complete, and audit‑ready, maintaining data integrity across shared platforms.

Financial Analysis & Modeling

  • Build and maintain detailed Excel underwriting models for acquisitions and dispositions, including return metrics, cash flows, and scenario analyses.
  • Assist with investment memorandums and presentations for investment committee and capital partners.
  • Perform market studies (rent comps, sales comps, demographic research) in support of underwriting and portfolio strategy.
  • Support due diligence by analyzing financial statements, rent rolls, historical performance, and operational KPIs.
  • Track asset performance, flag variances, and contribute to hold/sell analysis and long‑range planning.
  • Maintain internal databases related to pipeline tracking, transaction comps, underwriting assumptions, and deal benchmarking.

Qualifications

  • Bachelor’s degree in Finance, Real Estate, Economics, Business, or related field.
  • 1-5 years of experience in transaction coordination, real estate underwriting, escrow/title, acquisitions, lending, or related function.
  • Strong proficiency in ExcelARGUS is a plus.
  • Exceptional attention to detail and organizational skills; able to manage multiple simultaneous deals and deadlines.
  • Understanding of multifamily real estate transaction processes, due diligence workflows, and closing procedures.
  • Clear written and verbal communication skills with the ability to work cross‑functionally.

Why Join

  • Direct exposure to the full investment lifecycle across multiple markets.
  • Balanced role combining analytical work with deal execution.
  • Collaborative environment with opportunities for mentorship and professional growth.
  • Pathways into acquisitions, asset management, or portfolio strategy as the firm continues to expand.

TA – 263681_1769191070

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