Manager, Estates and Transactions

**Role Purpose**:
The Estates & Transactions Management (E&TM) Supplier Manager is responsible for managing the real estate portfolio, covering transactional activity and estates management, combined with with responsibility for all EM & T outsourced suppliers deployed to deliver these services.

**The role holder’s key tasks will include the following**:

- Implementation of Group policies, Standard Operating Procedures (SOPs), best practice and standard reporting to the business in relation to Estates Management & Transactions (EM&T) and/or Regional Transaction Partner (‘RTP’) contract scope of services.
- Plan, direct and control delivery and operation of Estates Management (EM&T) within a country (in partnership with Supplier providers, as appropriate).
- Plan and manage EM&T and/or ‘RTP’ activity in alignment with Group CS strategy, as advised by Regional PWE Lead/Office & Network Planners
- Management of portfolio data and Secondary Data, its accuracy and completeness, ensuring all changes and updates are submitted in a timely manner in accordance with SOPs
- Management of all lease-related payments (rents, service charge, etc.), ensuring all are validated before payment (e.g. by Accounts Payable) in accordance with SOPs.
- Day-to-day property management of the portfolio, acting as principal interface with Landlords and sub-tenants, in accordance with EM SOPs. This includes all relevant Permits and Landlord Consents.
- Oversee the delivery of all BAU & ‘RTP’ transactions, ensuring these are delivered in accordance with SOPs. Ensure all transactions are properly recorded on the Transactions Tracker. Ensure all Due diligence (Sanctions and ABC completed)
- Manage and/or support any Insurance Reinstatement Cost Assessments and annual Asset Valuations, instructing and liaising with the supplier(s) as necessary.
- Integrate EM & T/’RTP’ planning, processes and delivery with:
- Other CS functions (Facilities Management, Capital Projects, Governance & Standards, etc)
- Other supporting functions within HSBC (i.e. Finance, Legal, Procurement, etc.)
- External suppliers
- Appropriately balance risk considerations with cost considerations in the management and delivery of EM &T.
- Provide feedback to Global Strategy & Operations Management (GSOM) team on Portfolio Data Management performance and suggested enhancements to technology and reporting platforms (e.g. Insight/Horizon/Tableau/Transaction Tracker, etc.).
- Development of budgets and forecasts for real estate transactions, expenses, cost savings and capital expenditure
- Quarterly cost savings reports and other reports as required
- Management and checking of lease-related payments - invoices for rent payments, etc.
- Review and recommend action on proposed property expenditure for EM builds, expansions and upgrades

Requirements

Qualifications:

- Relevant professional qualification in real estate, ideally in a Property or Estates Management discipline.
- A comprehensive understanding of a broad range of Strategy, EM & T activities and issues faced by large corporates.
- Sound understanding of how banks operate, key challenges faced in the operating environment.
- Degree of expertise and knowledge in relation to Supplier or estates management within a real estate context
- Degree of expertise and knowledge in relation to analysis of Supplier businesses including finances and customer base
- Significant experience managing CS transactions and / or operational portfolios.
- Demonstrated ability to successfully manage multiple real estate related projects with delivery of timely and quality results.
- Demonstrated results in delivering successful risk management and control processes across multiple functions.
- Good understanding of technology platforms available for Estates Management and experience of transformation and deployment.
- Demonstrated results in managing Suppliers
- Demonstrated experience in managing Supplier and stakeholder issues
- Proven ability to prioritise competing demands, and handle ambiguity.
- Excellent interpersonal and people management skills.
- Strong organisational, planning and project management skills.