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About the Role

The Senior Specialist, Real Estate Transactions will provide in-house support and manage team coordination, deal documentation, data analysis, administrative duties, and select transactions across portfolio and space initiatives, in support of the real estate team. You will be an integral part of the transaction management team, partnering with analytics, project management, and design teams.

Responsibilities

Prepare Governance decks and record/monitor key action items and direction from monthly Governance meetings.
Perform financial analysis of prospective lease transactions and calculate termination penalties.
Draft RFP documents, letters of intent, binding offers to lease, and term sheets.
Prepare weekly LOB leasing agendas and meeting minutes, and archive transcripts.
Draft summary deal memorandums for internal transaction review and approval.
Circulate documents for executive signature and upload documentation to SharePoint.
Populate IG’s contract approval document, value-add, and lease summary sheet.
Respond to information requests from brokers and internal key stakeholders regarding leasing initiatives.
Perform monthly portfolio system updates.
Coordinate and participate in the site tour process, including scheduling, communication with brokers, distribution of tour packages, recording tour videos, securing photos, and circulating next-step emails.
Coordinate and book travel.
Secure and update tenant and landlord contact forms.
Process invoices and expense reports, and update key internal trackers.
Review, prepare, and verify lease summaries.
Prepare and circulate time-sensitive correspondence (e.g., termination, overhold, and option exercise letters).
Develop strong working relationships with 3rd party brokers and key landlords.
Complete Governance tracking: monitor, record, and summarize KPI outcomes and trends.
Ensure adherence to SOPs and best practices; champion accuracy, accountability, and continuous improvement.
Track and coordinate key activities and deliverables for the lease transaction process.

Requirements

Minimum 3-5 years of experience in comprehensive and integrated occupier services and transaction management.
Exceptional organizational skills with the ability to manage competing priorities and tight deadlines.
Strong attention to detail, focusing on accuracy in transaction documentation, financial analysis, and data management.
Self-directed and proactive, with the ability to work independently, exercise sound judgment, and anticipate team needs.
Highly proficient in Microsoft Excel, PowerPoint, and Word.
Excellent communication skills, with the ability to produce executive-level reporting and work effectively with internal stakeholders, external brokers, and landlords.
Minimal travel will be required.

Skills

Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Financial Analysis
Transaction Management
Lease Documentation
Data Analysis
Communication Skills
Organizational Skills

Location

Toronto

Work Type

Hybrid
Remote
Onsite

Experience Level

Senior

Education Level

Bachelor's degree in Real Estate, Business, Accounting, Finance, or related field
Relevant professional designations considered an asset

Salary/Compensations

$60,000 - $70,000

Benefits

Retirement savings programs
Hybrid and flex work arrangements
Inclusive culture and diversity
Paid time off

About the Company

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025.
It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.
Mackenzie Investments, founded in 1967, is a key part of IGM's business model, serving as a comprehensive asset-management partner for Canadian financial advisors and their clients.
Mackenzie Investments is recognized as one of Canada’s Top 100 Employers for the fourth consecutive year and one of Canada’s Best Diversity Employers.
Our vision and strategy aim to innovate the industry and support Canadians in achieving their financial goals.
Join our team to engage in continuous learning and skill development in a supportive environment.
Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your colleagues!
Our Values: Be better; we strive for improvement in everything we do. Be accountable; we foster clarity and are empowered to act responsibly. Be a team; we are united to drive collective impact to achieve our goals.

Equal Opportunity

IGM is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.
Mackenzie Investments is an accessible employer committed to providing barrier-free recruitment experience. If you require accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.