Overview
This role supports portfolio strategy and transaction execution across retail properties and client relationships. The Senior Analyst evaluates lease renewals, amendments, assignments, subleases, ancillary revenue opportunities, capital requests, and property dispositions. Work includes independently developing financial, client-credit, property, and market analyses; translating findings into clear recommendations; managing defined transaction workstreams; and supporting commercial negotiations under the direction of an Asset Manager.
Responsibilities
- Analyze properties, leases, client performance, store-level profitability, credit considerations, market conditions, and portfolio factors to support strategies that preserve and enhance value.
- Evaluate lease renewals, assignments, subleases, amendments, early terminations, capital requests, and other negotiated client matters.
- Conduct property, market, and competitive research to compare renewal, re-leasing, repositioning, and disposition alternatives.
- Build and maintain transparent financial models and perform cash-flow, net present value, internal rate of return, lease-economics, valuation, and sensitivity analyses.
- Validate analytical inputs and clearly document assumptions, methodologies, data sources, sensitivities, information gaps, risks, and value opportunities.
- Develop concise, decision-ready recommendations and financial exhibits for Asset Management leadership, senior management, and Investment Committee review, as appropriate.
- Manage assigned analytical and execution workstreams for lease transactions, ancillary revenue opportunities, and selected dispositions.
- Support the development and review of letters of intent, business terms, approval materials, and transaction documentation.
- Participate in discussions and negotiations with clients, brokers, and counterparties with guidance from the assigned Asset Manager.
- Track open issues, approvals, dependencies, documentation, economics, timing, probability, and next steps through transaction completion.
- Escalate material risks, unresolved issues, and changes in transaction economics with a recommended path forward.
- Coordinate with Legal, Property Management, Lease Administration, Predictive Analytics, Research, Acquisitions, Development, Finance and Accounting, and other partners.
- Ensure approved business terms are accurately reflected in transaction documents and internal systems.
- Evaluate cell tower, billboard, and other third-party ancillary revenue opportunities and support associated commercial discussions and execution.
- Assist with selected property dispositions, including valuation, market analysis, broker input, due diligence, alternatives, and expected financial outcomes.
- Present analytical findings and recommendations clearly and build productive relationships with clients, brokers, consultants, appraisers, buyers, and internal partners.
Requirements
- 2+ years of relevant experience in commercial real estate asset management, leasing, acquisitions, dispositions, development, investment analysis, real estate finance, corporate real estate, investment banking, or a related field.
- Bachelor’s degree in real estate, finance, economics, accounting, business, or a related field, or equivalent relevant professional experience.
- Demonstrated experience building or reviewing real estate financial models.
- Working knowledge of cash-flow analysis, valuation, net present value, internal rate of return, lease economics, and sensitivity analysis.
- Ability to analyze financial statements, client credit, lease economics, property information, market data, and transaction alternatives.
- Experience preparing clear written recommendations, presentations, and financial exhibits for business decisions.
- Advanced proficiency in Microsoft Excel and strong proficiency in PowerPoint and Word.
- Strong written, verbal, organizational, and interpersonal communication skills.
- Ability to manage multiple assignments, set priorities, meet deadlines, maintain accurate records, and escalate material issues.
Preferred Qualifications
- Experience with retail, net lease, sale-leaseback, or corporate real estate portfolios.
- Exposure to lease renewals, amendments, assignments, subleases, early terminations, or lease restructuring.
- Experience supporting negotiations with clients, brokers, landlords, or other transaction counterparties.
- Familiarity with letters of intent, lease agreements, reciprocal easement agreements, CC&Rs, surveys, and site plans.
- Experience preparing materials for senior management, an Investment Committee, or another formal approval body.
- Exposure to investment sales, ancillary revenue arrangements, or property-level capital decisions.
Certifications
- California Department of Real Estate Salesperson license preferred.
Compensation & Benefits
- Salary range: $68,021 - $84,004 - $102,339.
- Offers near the high end are uncommon but may be considered for candidates with exceptional experience and skills and are dependent on the facts and circumstances of each case.
- Annual discretionary bonus eligibility and annual discretionary stock award eligibility (discussed during the interview process).
- Annual pay rate and total compensation package generally determined by the candidate’s experience, knowledge, education, skills, performance, abilities, internal equity, company performance, and alignment with market data.
- Benefits include healthcare, dental, and vision insurance for employees and eligible dependents.
- 401(k) retirement plan with a company match of 50% up to 6% of eligible compensation.
- Other wellness, financial, and work/lifestyle-specific benefits.
- Generous PTO accrual; plus 12 paid holidays and paid volunteer time.
Location & Work Schedule
- Based in San Diego (Del Mar Heights) headquarters.
- Monday through Thursday are in-office for collaboration.
- Opportunity to work remotely on Friday.
- For candidates outside San Diego and surrounding counties, remote working options may be available.
Compliance & Disclosure
- Subject to enhanced compliance and disclosure requirements comparable with those of a regulated financial services organization, including conflict of interest disclosures and personal trading policies.