VP Transactions

Location:

Los Angeles, Phoenix, Dallas, or Atlanta

The Vice President, Transactions is responsible for leading acquisition and disposition activity for neighborhood and community shopping centers in support of the Company’s strategic plan. This role oversees deal sourcing, underwriting, due diligence, structuring, and closing, while managing transaction professionals and coordinating cross‑functional execution. The position emphasizes disciplined capital deployment, risk management, and consistent execution aligned with institutional and public‑company standards.

• 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

• 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
  • Underwriting and valuation of retail real estate investments
  • Executing closings, including review of leases, environmental reports, physical condition reports, and title
  • Preparing and presenting investment committee materials
  • 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

• Active participation in ICSC and/or ULI preferred

• Travel regularly to develop business for Westwood Financial and to visit properties
• Position based in one of Westwood’s offices

Thank you for applying to Westwood Financials. We will review your resume and get back to you shortly.