Vice President of Transactions jobs in United States
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Westwood Financial · 23 hours ago

Vice President of Transactions

Westwood Financial is a company focused on neighborhood and community shopping centers, and they are seeking a Vice President of Transactions to lead acquisition and disposition activities. This role involves overseeing deal sourcing, underwriting, and closing transactions while managing a team and ensuring alignment with the company's strategic objectives.

FinanceFinancial ServicesReal EstateReal Estate Investment
Hiring Manager
Cariel H. Surman, SHRM-CP
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Responsibilities

Source, underwrite, and execute acquisitions, and dispositions in targeted markets
Establish pricing, bidding, and negotiation strategies consistent with Company return thresholds and portfolio objectives
Identify off-market opportunities through broker, owner, and industry relationships
Develop and maintain a prioritized acquisition and disposition pipeline
Represent the Company at industry events, conferences, and meetings
Oversee financial modeling, valuation, and return analysis
Act as a subject matter expert on market fundamentals/trends, trade areas, and capital market conditions
Prepare and present investment memoranda and recommendations to the Investment Committee
Ensure underwriting assumptions align with Company strategy, risk tolerance, and capital structure
Coordinate due diligence, including legal, leasing, physical, environmental, and title review
Coordinate with internal teams (asset management, leasing, development, finance, legal) and external advisors
Identify and resolve transaction risks to drive timely closings
Manage closing processes and transition assets to asset management post-closing
Manage and mentor transaction team members and oversee deal execution
Establish and maintain best-in-class acquisition and disposition processes
Promote disciplined execution, accountability, and continuous improvement
Provide market insight and relative-value perspective to senior leadership

Qualification

Retail real estate acquisitionsFinancial modelingNegotiating agreementsMarket analysisLeadership skillsAnalytical skillsInstitutional underwriting familiarityProject managementCommunication skills

Required

Bachelor's degree in finance, real estate, business, or a related quantitative discipline
7–10 years of experience in retail real estate acquisitions and dispositions, preferably with a public REIT, institutional owner, or operator
Demonstrated experience with negotiating purchase and sale agreements
Demonstrated experience with underwriting and valuation of retail real estate investments
Demonstrated experience with executing closings, including review of leases, environmental reports, physical condition reports, and title
Demonstrated experience with preparing and presenting investment committee materials
Demonstrated experience with market analysis using lease, sales, and capital markets comparables
Strong understanding of neighborhood and community shopping center assets
Familiarity with institutional underwriting standards, metrics, and terminology
Advanced financial modeling and analytical skills
Proven ability to source transactions through broker and owner relationships
Strong leadership, communication, and project management skills
Ability to manage multiple transactions simultaneously and meet deadlines
Travel regularly to develop business for Westwood Financial and to visit properties
Position based in one of Westwood's offices

Preferred

Active participation in ICSC and/or ULI preferred

Company

Westwood Financial

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Westwood Financial is a commercial real estate firm focused on high-quality shopping centers.

Funding

Current Stage
Growth Stage
Total Funding
$417M
2025-12-08Debt Financing· $145M
2024-11-11Debt Financing· $70M
2022-10-20Equity Crowdfunding· $7M

Leadership Team

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KC Bills
Chief Executive Officer
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Juyuan Wei
Chief Financial Officer
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Company data provided by crunchbase