Associate, Transaction Manager

Purpose and Job Summary

The Transaction Manager will be a key member of the Investment Sales team at Lument and will be responsible for all Investment Sales transactions and marketing execution.

Essential Duties & Responsibilities

• Oversee and direct the preparation of components to be included in each BOV and OM including rental comps, sales comps, demographic information, financial analysis including detailed pro-forma financial models, debt options, and competitor analysis.
• Responsible for monitoring and implementing timelines in the launching and marketing of new offerings.
• Responsible for monitoring and implementing timelines for all properties under contract and ensuring all due diligence items are completed and prepared for the closing date.
• Stay abreast of industry trends and pertinent content for dissemination to clients.
• Interface with the team’s clients and the broader Lument platform to help leverage the platform and offer best in class solutions.
• Work closely with senior members of the Investment Sales team to meet group goals and objectives.
• Monitor and manage travel required for periodic client meetings, pitches, property tours, and to attend several industry specific national conferences.
• Work professionally and harmoniously with team and coworkers
• Other projects and duties as assigned

Contacts

• This position has frequent contact with all levels of employees and management. In addition, this role interacts with outside business partners, vendors, consultants, and other office visitors.

Education, Skills & Experience

Required

• Bachelor's degree in business, real estate, economics, finance, or related field.
• Minimum 4 years of relatable industry experience in Investment Sales, Investment banking, or Private Equity experience preferred
• The candidate should possess excellent computer skills, strong analytical and communication skills, and be proficient in Microsoft Office, and specifically in Excel and PowerPoint.
• Candidates should also possess excellent organizational skills and have the ability to work in high pressure situations with the goal of achieving defined deadlines. 

Life at ORIX

We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.

You Time

We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.

Family Care

Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.

Flexible Work Arrangements

ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.

ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.