The Professionals’ Choice for Real Estate Jobs
  1. Home
  2. Find Jobs
  3. Real Estate Transactions Portfolio Director

Real Estate Transactions Portfolio Director

Salary
Competitive
Employment
Full Time
Real Estate Field
Location
San Francisco
 CA
Postal Code
94105
Country
United States

This job is no longer active.

Description


We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Schwab Corporate Real Estate contributes to the success of the company by selecting and negotiating acquisition or divestment of existing and future sites to provide a superior real estate position for Schwab corporate and retail offices. The group effectively and efficiently manages the day-to-day operation of the firm's portfolio of properties.

Reporting to the VP, Corporate Real Estate, the Portfolio Director is a hands-on transaction role and is responsible for managing a regional portfolio of RE transactions: Lease Acquisitions, Lease Expansions, Lease Terminations & Dispositions, Lease Renewals, Property Purchase and Sales Agreements. These RE transactions are largely retail in nature, but also include corporate offices, and other properties.  

What you’ll do:

This role collaborates with Real Estate Analytics & Business Leaders in developing and delivering solutions in support of the business. The position will also work closely with Legal, Project Management, Property Management and other departments within real estate. 

  • Build and manage strong working relationships with the regional business leaders
  • Coordinate all lease and sub-lease documents; process documents associated with the initial leasing, renewal, or terminations. Review transaction related documents.
  • Heavily involved in site-selection
  • Evaluate building alternatives and lease options via qualitative and quantitative analysis.
  • Resolve transaction, and landlord issues.
  • Build positive working relationships with landlords.
  • Present detailed approval documents to appropriate committees.
  • Manage and deliver reports, presentations, and analysis.
  • Utilize economic, demographic, and RE market data to make recommendations.  

What you have:

  • Minimum 10+ years of related experience in retail real estate transaction management is required
  • Customer service mindset and skilled in managing internal business partners
  • Strong relationships within the real estate landlord, developer, and brokerage communities.
  • Excellent interpersonal verbal and written communication skills.
  • Strong analytical skills and attention to detail Proficiency with analytical computer software, power point and performance reporting Ability to work both independently and as part of a team.
  • Awareness of green leasing practices and sustainability
  • Experience in financial services industry preferred
  • Frequent travel may be required.
  • BA degree with emphasis in Real Estate or Finance; JD or MBA strongly preferred. 

You demonstrate these behaviors:

Customer OrientationDemonstrated concern for satisfying one’s external and/or internal customers.

Building Collaborative RelationshipsThe ability to develop, maintain, and strengthen partnerships with others inside or outside of the organization who can provide information, assistance, and support.

Influencing OthersThe ability to gain others’ support for ideas, proposals, projects, and solutions.

Developing OthersWillingness to delegate responsibility and to work with others and coach them to develop their capabilities.

What you’ll get:

  • Comprehensive Compensation and Benefits package
  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
  • Not just a job, but a career, with an opportunity to do the best work of your life

 
Learn more about Life @ Schwab.
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law (Please click here to see policy). Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.

If you need an accommodation in the application process, please email accommodations@schwab. com call HR Direct at 800-725-3535.

 

Job Sectors


 

Experience


10+ to 15 years


This job is no longer active.

Asset / Portfolio Management Retail San Francisco Full Time CA Acquisitions, Transaction, Portfolio Management Analyst/Associate, Portfolio Management other