Transaction Manager

The Transaction Analyst/Transaction Manager provides the analytical, reporting, and presentation support that allows our Senior Transaction Managers to focus on strategy and client relationships. This role owns the quality and consistency of client deliverables, from Broker Opinions of Value and market surveys to the Deal Book and Quarterly Business Reviews.

You will work alongside a team serving corporate occupier clients with local and multi-market portfolios. The ideal candidate is analytical, precise with numbers, polished in client-facing materials, and comfortable adopting new technology as we move market surveys and reporting onto online platforms.

Key Responsibilities

• Prepare and edit Broker Opinions of Value (BOVs) with accurate supporting analysis

• Compile and format Market Surveys and Tour Books, ensuring accuracy and consistent presentation across clients

• Maintain the Deal Book, partnering with the team to input transaction details and update the PowerPoint deck used in executive client reviews

• Track and organize KPI metrics, from deal-level data through quarterly and annual reporting

• Manage engagement form tracking and other recurring reporting deliverables

• Produce Quarterly Business Review (QBR) presentations and coordinate the meetings, scheduling, and client logistics around them

• Support the transition of market surveys and reporting to online platforms

Technical Skills

• Advanced PowerPoint and Excel, including pivot tables, data visualization, and reporting

• Familiarity with Google Maps, and GIS tools for site tracking and analysis

• Quick adoption of new technology, particularly online platforms for market surveys and reporting

• Strong command of numbers, metrics, and data accuracy

Qualifications

• Bachelor's degree preferred

• 4+ years of professional experience in commercial real estate, marketing, or brokerage coordination

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)

• Real estate license preferred, or willingness to obtain within six months

• Experience supporting or communicating with senior-level executives

• Prior exposure to corporate or financial services clients preferred

• Strong written and verbal communication skills

• Ability to manage multiple priorities with precision and urgency

Ideal Background

• Experience supporting a brokerage or transaction management team as a Transaction Manager, Transaction Analyst, brokerage coordinator, or financial analyst

• Occupier-side exposure, ideally within a corporate occupier or portfolio account team at a national advisory firm

• Hands-on work with BOVs, lease abstracts, underwriting, or valuation of income-producing properties

• Highly organized, detail-oriented, and proactive in a client-facing environment