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Career Center- BOMA of Greater Hartford

Portfolio Lease Manager (Healthcare Industry)
Post Start:   Immediate  - Post End:
Location:   New London, CT

Job Description Summary
Under limited supervision, is responsible for the day-to-day administration and transaction management of one or more corporate accounts as assigned. Prepares written proposals, policies and procedures manuals, operations manuals, and develops standard forms for each account. Presents written recommendations to clients including economic justifications, financial reports as well as summarizing requisite analyses. Responsible for preparing agendas and materials for client meetings and making written/oral presentations. Involved in developing strategic plans, occupancy strategies and identifying occupancy cost savings opportunities. Actively involved in the management of the client relationship. Responsible for the profitability of assigned accounts. May be responsible for coordination of more than one service to the client i.e. transaction management, lease administration, project management, etc.

Job Description
Works with customers’ operation groups at all levels to identify real estate needs and introduces appropriate C&W service line
Leads client meetings
May have responsibility for supervision of staff and/or work direction
Develops and fosters client relationships
Major role in developing and maintaining account profitability
Generate standardized and ad hoc reporting
Reviews and ensures accuracy of reports and client submittals
Uses telephone in performance of day-to-day responsibilities
Travels from floor to floor and/or between offices/locations to attend meetings/seminars and other related events
Uses a calculator and personal computer in performance of day-to-day responsibilities
Performs other office functions as necessary and applicable which may include, but are not limited to, photocopying, faxing and transporting and retrieving files and other relevant documentation
Performs other duties as requested by Branch Management, Account Broker, National Client Solutions Manager or Direct Supervisor
Process Management:
Create processes where needed
Process management enhancement
Create and / or oversees the development of standard forms and procedures
Responsible for standardizing the process and ensuring consistency
Develop and implement account operations manual
Transaction Management:
Responsible for all aspects of transaction, project or lease management
Coordinate and manage project team
Determine clients’ needs and communicates project parameters
Ensure that project parameters are comprehensive and correct
Coordinate and/or oversee lease negotiations and management of transactions
Coordinate legal review of all client leased/owned documents
Hire and manage brokers assigned to current projects
Ensure accuracy of financial data
Prepare RFP, LOI and review lease to verify that negotiated terms have been captured
Project tracking and reporting
Implement and maintain the project schedule
Fully execute projects
Measure and communicate value added analyses
Ensure proper set up of executed lease for on-going management
Portfolio Administration:
Able to manage and /or perform all lease administration tasks
Ensure accuracy of lease abstracts
Accountable for accuracy of data in clients’ portfolio management systems
Provide written and oral reporting of critical lease action items
Ensure accuracy of all lease and owned property data
Oversee maintenance of database ensuring all data is accurately classified, approved and processed
Oversee and manage desk lease audits process
Ensure accuracy of critical lease action date reporting
Manage review and processing of Estopple Certificates, Attornment Agreements and Commencement Date Letters
Manage sublease agreements including rent collections and subtenant billing requests
Ensure timely entry of all data and submission of reports
Ensure working lease files and ensuring that all files are updated and complete and follow corporate standards for records retention
Strategic Planning:
Integrally involved in developing strategic plans and providing real estate strategic advice to clients
Prepare reports, data and financial analyses toward the completion of a strategic plan
Execute strategies by developing action plans
Quantify and report on occupancy cost savings and value added
Business Development:
Manages the development of presentation materials
Participates in the presentation of C&W’s capabilities for new business development
Researches industries and corporations for new business development
Performs business development duties as requested by Branch Management, Account Team Management and/or National Client Solutions Manager
Special projects as defined by account team members, i.e. commission analysis, project reporting, portfolio review etc.
BA degree required, Advanced degree preferred
5-7 years of Real Estate experience
Real Estate License
1-2 years of personnel management experience preferred
Strong oral and written communication skills required
Transaction Management experience including understanding of contracts and market analysis
Understanding of Construction Management concepts and process
Real Estate Financial analysis experience and understanding of financial concepts required
Computer: Highly proficient with MS Office Suite, including comfort with Internet based research
Strong presentation skills
Experience in Resource Allocation and Implementation
Strong relationship management and interpersonal skills
Excellent organizational abilities required
Experience running meetings in a professional and efficient manner.
Team and leadership oriented
Physical Requirements
Involves work of a general office nature; typically includes extended periods of sitting and/or operation of a computer for up to 8 hours a day
May involve periods of standing, such as operating at a copier/fax/scanner
Involves movement between departments, floors, and properties to facilitate work
Involves work such as conducting tours throughout the property/portfolio, usually performed by walking and/or climbing stairs
Regularly required to talk, hear, and use hands and fingers to write and type
Ability to read and understand information and ideas presented orally and in writing
Ability to communicate information and ideas in writing and orally so others will understand
Regularly required to utilize vision abilities, allowing reading of printed material, graphics, computer displays and physical inspection of properties and sites
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