Senior Specialist, Real Estate Transactions (Full- Time 18 Month Contract)

Job summary

The Senior Specialist will manage real estate transaction documentation, perform financial analysis for lease agreements, and coordinate site tours and governance meetings. They will also support the real estate team by maintaining portfolio systems, processing invoices, and ensuring adherence to standard operating procedures.

Job details

Job Description Location: Toronto Mackenzie Investments 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. At Mackenzie Investments You Can Build Your Career with Confidence. We are proud to be 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 amazing 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. The Role The Senior Specialist, Real Estate Transactions will provide in-house support and manage team coordination, deal documentation, data analysis, various administrative duties, and select transactions across portfolio and space initiatives, in support of the real estate team. Reporting to the Sr. Manager, Real Estate Transactions, you will be an integral part of the transaction management team, in partnership with a multidisciplinary, collaborative team – analytics, project management and design partners. Key responsibilities: Prepare Governance decks and record and monitor key action items and direction received at monthly Governance meetings Perform financial analysis of prospective lease transactions and calculate termination penalties. Draft RFP documents, letters of intent or 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 with respect to leasing initiatives. Perform monthly portfolio system updates. Coordination and participation in the site tour process including scheduling with required key stakeholders, communication with third-party brokers, distribution of tour packages, recording and saving of tour videos, securing tour photos and circulating of next-step emails. Coordinate and book travel. Secure and update tenant and landlord contact forms. Process invoices and expense reports. 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 a culture of accuracy, accountability, and continuous improvement. Track and coordinate key activities and deliverables in support of the lease transaction process. The following qualifications will assist the successful candidate: Minimum 3-5 years’ experience in providing comprehensive and integrated occupier services and transaction management services. Exceptional organizational skills, with the ability to manage competing priorities and tight deadlines. Strong attention to detail, with a focus 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 and ability to produce executive-level reporting and work effectively with internal stakeholders, external brokers and landlords. Bachelor’s degree in Real Estate, Business, Accounting, Finance, or related field; relevant professional designations considered an asset. Additional Information: Minimal travel will be required Hybrid work environment – 3 days a week in office, 2 days a week working remotely The expected annual base salary range (prorated for the term) for this role is $60,000 - $70,000 which is determined based on geographic location and candidate’s skills, knowledge and experience. In addition to base salary, this role is eligible for paid time off (prorated for the term). Benefits: RETIREMENT SAVINGS PROGRAMS: hybrid & flex work arrangements. INCLUSIVE CULTURE AND DIVERSITY: living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background). 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. How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to https://www.mackenzieinvestments.com/en/careers. Artificial Intelligence in Recruitment: As part of our Talent Acquisition process, we may use artificial intelligence and automated tools to support activities such as candidate sourcing, application review, and interview scheduling. These tools support the recruitment process; all hiring decisions are made by people. We thank all applicants for their interest in Mackenzie Investments; however, only those candidates selected for an interview will be contacted. Please apply by October 12 2026. #LI-JS2 #LI-Hybrid

What you’ll do

The Senior Specialist will manage real estate transaction documentation, perform financial analysis for lease agreements, and coordinate site tours and governance meetings. They will also support the real estate team by maintaining portfolio systems, processing invoices, and ensuring adherence to standard operating procedures.

Requirements

Candidates must have 3-5 years of experience in occupier services and transaction management, along with strong proficiency in Microsoft Office applications. A bachelor's degree in Real Estate, Business, Accounting, Finance, or a related field is required.

Benefits

• Retirement savings programs
• Hybrid work arrangements
• Flexible work arrangements
• Paid time off

Listed skills

• Financial analysis · Preferred
• Data analysis · Preferred
• Microsoft Excel · Preferred
• Microsoft Word · Preferred
• Project Coordination · Preferred
• Stakeholder Management · Preferred
• Communication Skills · Preferred
• Attention to detail · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Transaction management
• Financial analysis
• Lease administration
• Data analysis
• Governance reporting
• Microsoft Excel
• Microsoft PowerPoint
• Microsoft Word
• Project coordination
• Stakeholder management
• Contract management
• RFP preparation
• Communication skills
• Organizational skills
• Attention to detail
• Continuous Development
• Real Estate Transactions
• Accountability
• Organizational Skills
• Expense Reports
• Time Off Management
• Self-Discipline
• Administrative Functions
• Accounting
• Data Analysis
• Business Transaction Management
• Asset Management
• Calculations
• Investments
• Communication
• Continuous Improvement Process
• Data Management
• Finance
• Financial Analysis
• Financial Planning
• Governance
• Invoicing
• Key Performance Indicators (KPIs)
• Project Management
• Taking Meeting Minutes
• Wealth Management
• Real Estate
• Telecommuting
• Request For Proposal
• Microsoft SharePoint
• Scheduling
• Information Governance And Management
• Coordinating
• Detail Oriented

Job areas

• Finance & Accounting
• Administrative
• Management & Leadership
• Consulting
• Real Estate Transaction Manager
• Realty Specialist
• Real Estate Agents and Property Managers
• Real Estate Sales Agents

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