Land Acquisition Transaction Analyst

Full Job Description

JOB SUMMARY:
Under limited supervision, upholds the integrity of client's owned vacant land portfolio data for global, large, complex portfolio of properties. Inputs, maintains, organizes and reports on information regarding the portfolio.


ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Understanding of real estate regarding sales transactions.
• Will be required to read through PSAs, Closing Statements, Development Agreements, Amendments to contracts, Options, etc. and be able to identify, pull out key critical obligations to abstract.
• Abstraction is manually done by populating key fields and critical obligations into a Google Sheet template.
• Data Entry into QuickBase or system of record pertaining to:
• Ongoing obligations (obligation type, dates, milestones, costs, reminders)
• 3rd Party Agreements - obligations, contract terms, costs (Purchase and Sale Agreement, Development Agreements, Options)
• 3rd Party Consultant contract data - cost, schedule, milestones

• Creation and maintenance of Google Sheets (spreadsheets) for shared tracking of work progress.
• Typical data may include key dates, milestones, deadlines and links to important documents.
• Must be able to Google document embed links into spreadsheets and maintain most recent versions.

• Accurate agreement abstract data, scanned documents, owned property data and related documents are entered into source system managed by Client
• Delivery of key reports informing the business of critical dates, contract compliance requirements, outstanding compliance requirements
• Deliver ad-hoc and monthly/quarterly reports for management and sites lead reflecting portfolio statistics and metrics (using Google Sheets & Google Looker Studio for reporting)
• Metrics and statistics to be delivered in a mutually agreed upon format
• Manage key dates, obligations and milestones and provide appropriate notification to Management/Site leads of those obligations
• Measure and report on data completeness per PDAM Data Compliance Standards, as updated from time to time, to Client
• Support data clean-up and completeness efforts including data entry of agreement and infrastructure information for aged projects:
• Identification, tracking, resolution or escalation of any document exceptions such as missing documents and information.
• Quality check of significant fields (e.g., dates, costs, sizes and options) of abstracted documents to ensure accuracy.

• Prepares and distributes periodic and ad hoc reports in a timely, accurate manner. Designs reports utilizing various report writers, Google suite of projects (Sheets, Slides, Google Docs). Reviews standard reports prepared by team members for accuracy.
• Prepares and distributes critical date reports; maintains tickler system for tracking important dates and tasks.
• Creates and maintains client agreement files ensuring they contain current, accurate information.
• Serves as a member of a transition team, if needed, to get a new database site record set up and operating quickly and efficiently.
• Cross-checks and reviews work of peers to ensure quality and accuracy of data.

PERSON SPECIFICATION:

• Prior land development, land acquisition / transaction experience.
• Real Estate experience.
• Paralegal training / qualification preferred but not essential.
• Google Sheets, Google Docs, Google Slides, and any Google Looker Studio and/or building Dashboard experience is a plus!. Should have extensive experience building and maintaining complex spreadsheets using Google Sheets.