Job Title
Broker AssociateJob Description Summary
The Associate role will work directly with a fee-earner, fee-earner team, or in a specific Service Line. In this role, they will assist the team(s) by preparing written content, performing financial analysis, preparing client reports in accordance with the client requirements, and coordinating and preparing pitches/proposals with other departments. The Associate will also assist with client/prospect relationship management and communication and performing various related tasks.Job Description
ESSENTIAL DUTIES AND RESPONSIBILITIES
Support financial analysis, content preparation, survey preparation, pitch and/or proposal coordination, CRM management, tour coordination. Coordinate project deliverables and timelines, working directly with fee-earners, as needed. Oversee and execute client reporting requirements.
Key responsibilities
Pitch and/or Proposal Coordination
Assist with pitch and/or proposal coordination as needed
Coordinate proposal and deal priorities, communicating priorities to team/fee-earner
Work with Senior Project Coordinator and/or Marketing to develop written content of proposal based on direction from fee-earner as needed
Other Sales Support
Support delivery marketing efforts, coordinating with necessary teams to gather and prepare proposal in a project management capacity
Support completion of offering memorandums, including compilation and coordination with Marketing, Financial Analyst(s) and Research
Prepare or work with Financial Analyst to prepare financial analysis reports related to needs of fee-earner
Work with Senior Associate and/or fee-earner(s) on reviews and updates to finalize the material
Support preparation of RFP responses and competitive matrixes on behalf of fee-earners and distribute once approved
Coordinate drafting of leases, contracts, commission agreements, co-broker agreements, including coordinating with Project/Senior Project Coordinator, fee-earner, Legal, Client, and any other party associated with project for approval and execution
Client Interaction
Coordinate meetings with Client and fee-earner
Communicate additional meeting needs to Project/Senior Project Coordinator and oversee their execution of catering needs, reservations, printing/copying, etc.
Attend client meetings with fee-earner as needed
Communicate with Client on behalf of fee-earner to request necessary information
Assist in the scheduling of property showings and tours
Work with property-owners or clients in scheduling tours and showings
Perform property showings and tours on behalf of fee-earner as needed
Prepare reporting per the client requirements
Provide status updates to Client as appropriate
Assist CRM and Pipeline Reporting
Manage CRM by inputting new pursuits and updating current opportunities as necessary
Research CRM for conflicts with potential pursuits
Work with Senior Analyst and Project/Senior Project Coordinators, as needed, on pipeline reporting
Property Level Financial Analytics
Collaborate with Financial Analyst(s) in development of due diligence, financial analysis, and/or pulling and packaging comps
Work with research team, as necessary, in retrieval of comps from systems
Interpret insights from financial analysis and develop written reports for clients
Coordinate with marketing and graphics resources in development of offer memorandums or other client deliverables
Manage timelines and deliverables in response to client requests for analysis
Work directly with client and fee-earners, as necessary, to capture information requested
Develop and maintain deep understanding of market
Coordinate go-to-market activities, if necessary
Invoice Processing/Paying and Managing Receivables
Communicate with appropriate party any deal related expenses to ensure proper coding of expenses
Collaborate with fee-earner and Revenue Accountant to identify and collect outstanding receivables
Maintain Databases
Understand and collect updates for new listings, lost listings, and changes to existing listings
Review database to ensure accuracy of team’s listings
Provide updates to Research based on activity
Periodically review third party sites to ensure accurate and up to date information
Work with Research team to update information, as needed
Provide updates to third party based on open and closed opportunities/listings
Respond to Data Requests
Review data returned from Research team in response to request from fee-earner to review for completeness and accuracy
Provide feedback to Research team based on needs of fee-earner
Reporting relationship
The job will report to the following: Market Leadership
The job will have the following indirect (dotted) reports: Fee-Earner(s)
Metrics
Role will be evaluated on the following:
Accuracy of information
Timeliness of information
Gross production of team supported
Client feedback
BACKGROUND AND EXPERIENCE
Demonstrated experience should include:
Bachelor’s Degree
Knowledge of Microsoft Office
Knowledge of Salesforce a plus
Knowledge of CRE listing software a plus (i.e. Argus, ProCalc)
Real estate license must be acquired within the first four months of employment and maintained in good standing at all times
Sales experience in any discipline/industry a plus
Competencies
Strong written and oral communication skills
Strong analytic skills
Strong math and research skills
Ability to multitask
Ability to take direction from multiple sources
Knowledge of commercial real estate terminology and nomenclature