POSITION PURPOSE

Broll’s Occupier Services (OS) division is a rapidly expanding business and since its inception a little over 12 years ago, has grown its client base significantly. Today, OS manages and advises over 80 local and multinational corporate companies in respect of their leased/owned properties. OS acts exclusively for occupiers of office, industrial and retail property and its primary role is to minimise costs while maximising value for its contracted clients. Our range of services to clients includes Transaction Management, Advisory, Portfolio/Lease Management, Facilities Management and Project Management.
The position provides a broad and advanced level of technical support to the Head of Advisory and Transaction Management and the Advisory and Transaction Management team. It is further responsible for facilitating the development of the OS Portfolio and Estates Management business, working alongside the Head of OS.


ESSENTIAL FUNCTIONS AND BASIC DUTIES

1. Assumes responsibility for the effective performance in relation to the Transaction Management.
• Liaising with Broll brokers or external brokers with regards to client transactions;
• Market research in preparation for negotiation;
• Preparation of an offer to lease/renew/purchase or counter-offer;
• Negotiation of terms with the landlords/seller
• Preparation of and/or checking agreement of lease/sale/purchase or associated addendum
• Calculation of the savings/value add to clients;
• Preparation of cessions;
• Preparation of notices of termination;
• Analysis of any lease terms or conditions which are queried at any point in the lease duration after the commencement date;
• Liaising with landlords regarding rental concessions/cancellation agreements;
• Preparation of strategy reports including market research graphs and analysis;
• Preparation of fee proposals, scope of works;
• Preparation of RFP or other professional documents;
• Preparation of Power Point marketing slide shows and material;
• Preparation of Stay vs Go decision (business case) which includes cash flow construction, commentary and analysis;

2. Assumes responsibility for the effective performance in relation to Estate Management.
• Establishing capturing and reporting formats for clients;
• Preparation of fee proposals;
• Capturing of all pertinent lease data;
• Critical date reporting;
• Calculation of current rental payments;
• Analysis of operating costs (audit);
• Market research (to establish the relationship between the current rental and market);
• Preparation and analysis of key graphs;
• Preparation of professional reports including, site and building descriptions, aerial and other
photographs, municipal information and other relative information;
• Preparation of strategy reports;
• Client and landlord liaison;
• Regular reporting to clients;
• General portfolio/lease management

3. Potential responsibility for the effective performance in relation to Client Account Management.
• The position has definite scope for incorporating an Account Management role;
• In such an event, client requirements will dictate the scope and range of duties, which will in turn be discussed and agreed with the candidate.

4. Assumes responsibility for establishing and maintaining effective business relations with vendors, governmental agencies, and outside business and professionals.
• Responds to questions and problems politely and promptly.
• Ensures that outside contacts are properly informed.
• Ensures that the Company’s professional reputation is projected and maintained.

5. Assumes responsibility for maintaining effective communication and coordination with Company personnel and with management.
• Assists area personnel as needed.
• Maintains regular contact with other departments to obtain information and/or to correct transactions.
• Keeps management informed of area activities and of any significant problems or concerns.

6. Assumes responsibility for related duties as required or assigned.
• Stays informed of developments in the accounting field and of changing governmental and legal requirements.
• Completes special projects as assigned.
• Preparation of marketing material (Power Point slides) for pursuit of new clients
• Preparation of proposals and completion RFP’s
• Preparation of client property operating manual/framework
• Contributing to the growth and development of the OS business


EDUCATION/CERTIFICATION:
RICS or similar degree in real estate and finance.

EXPERIENCE REQUIRED:
Minimum of 1-3 years in commercial real estate.
Corporate real estate experience is essential.
Will favorably consider someone with demonstrated experience in consultancy and
advisory work.
Experience in Property transaction management, tenant representation and/or
brokerage will be a benefit.
Experience in portfolio/estate management will be a further advantage

SKILLS/ABILITIES:
Diligent work ethic
Attention to detail
Strong analytical skills
Strong real estate finance skills
Strong interpersonal skills and the ability to communicate with senior management
both within Broll and clients
Strong report writing skills
Ability to design and create diagrammatic property models/work streams on MS
Office products
Good understanding of sale/lease agreements and associated legal documents
High levels of competence on MS Excel, Word and Power Point
Ability to formulate and prepare property/portfolio strategy documents for clients
Ability to manage people