BROKERAGE ASSOCIATE JOB DESCRIPTION

A Brokerage Associate handles tenant representation and property leasing. The role owns the prospecting-to-close pipeline: generating leads, qualifying tenants through financial statement review, preparing Letters of Intent, and coordinating transaction documentation from survey through execution. Most weeks split between client outreach and market research that feeds quarterly decks and pipeline reports. A state real estate license is required, and the work sits at the entry-to-mid level of a brokerage team alongside senior brokers who provide oversight on complex negotiations.

As the Brokerage Associate, you support a commercial real estate brokerage team by managing the lead generation, tenant qualification, and deal coordination activities that keep the transaction pipeline moving. You work alongside fee-earners and the research team, serving clients across office, retail, and commercial leasing engagements while maintaining CRM accuracy and contributing to market intelligence deliverables.

Career Impact: Earning a state real estate license and closing your first tenant representation deals establishes a verifiable track record that the commercial brokerage market recognizes at every subsequent career level.

Business Impact: Tenant relationships and pipeline accuracy depend directly on the Brokerage Associate's outreach discipline and documentation precision, determining whether deals advance or stall before senior broker review.

Growth Opportunity: Consistent deal volume and exposure to financial modeling, lease abstraction, and negotiation shadowing build the competencies required to move into a senior broker or transaction manager seat.

• Generate qualified leads and target client lists through canvassing, cold calling, and in-person prospecting to support business development goals.
• Represent tenant clients in office and retail space searches by conducting due diligence, preparing property surveys, and coordinating tours.
• Prepare draft Letters of Intent, Listing Agreements, and Representation Agreements, and coordinate all supporting transaction documentation.
• Qualify prospective tenants by reviewing financial statements, checking references, and documenting deal terms for legal and lease administration teams.
• Manage pipeline and portfolio reporting including active deal tracking, sub-lease listing updates, and CRM data entry.
• Contribute to quarterly market research deliverables including market snapshots, building stacks, comparable retrieval, and market overview decks.
• Coordinate offer memorandums and client presentation materials in collaboration with marketing and graphics resources.
• Liaise between clients and fee-earners to maintain timely information flow across all active engagements.

• Bachelor's degree in Real Estate, Finance, Business, or a related discipline, or equivalent work experience.
• 1 or more years of commercial real estate, finance, or leasing experience, with exposure to tenant representation or deal coordination.
• State real estate license required or must be obtained within 6 months of start date.
• Working knowledge of lease structures, deal terminology, present value concepts, and return on investment fundamentals.
• Ability to analyze qualitative and quantitative market data and translate findings into client-ready deliverables.
• Strong written and verbal communication skills with demonstrated ability to manage multiple priorities under deadline.
• Proficiency in spreadsheet and presentation applications for financial analysis and client materials.

• Prior experience in a commercial brokerage environment supporting senior brokers through the full transaction process.
• Familiarity with commercial real estate listing platforms and CRM systems used for prospect and deal tracking.
• Exposure to financial modeling concepts including cash flow projections and valuation analysis.
• Demonstrated ability to build and maintain professional relationships with clients, landlords, and industry contacts.

• New leads generated per month, reflecting prospecting activity and outreach consistency.
• Pipeline CRM accuracy rate, measuring completeness and timeliness of deal and contact updates.
• Number of tenant tours coordinated per quarter, tracking active engagement across the leasing cycle.
• Lease documentation turnaround time, measuring how quickly LOIs and agreements move from draft to execution.
• Quarterly market report contribution score, assessed by research team for completeness and data accuracy.
• Typical tools: CRM platforms (commonly CoStar or VTS), property listing systems (commonly LoopNet or RealNex).

• Base Salary Range: $55,000 to $75,000 annually, varying by market and firm size.
• Bonus: Commission or performance bonus tied to closed deal volume.
• Equity: Equity is not typical at this level in commercial brokerage.
• Health Benefits: Medical, dental, and vision coverage standard at most firms.
• PTO: 10 to 15 days annually plus standard US public holidays.
• Common Perks: Real estate license reimbursement, professional development stipend, and mileage reimbursement for client tours.

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Background checks, including criminal history review, are a standard condition of employment for this role given client-facing and fiduciary responsibilities. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, age, or any other characteristic protected under applicable federal, state, and local law. Reasonable accommodations are available to applicants and employees with disabilities upon request. Candidates must be authorized to work in the United States.

The Brokerage Associate owns business development and client relationship activities for a leading commercial real estate team, generating leads, preparing surveys, conducting tours, and coordinating pitch materials. Working closely with fee-earners and the research team, this role enables the firm to secure new clients and maintain accurate deal pipelines that support revenue growth.

Key Responsibilities

• Manage CRM software by inputting new pursuits and updating current opportunities as necessary.
• Collect and maintain updates for new, lost, and existing sub-lease listings and ensure database accuracy.
• Communicate with clients and provide status updates on behalf of fee-earners to request necessary information.
• Coordinate client project deliverables and timelines, working directly with the team of fee-earners.
• Act as liaison between the client and fee-earners to ensure effective and timely information flow.
• Support the team in financial analysis, due diligence, content preparation, and pitch coordination.
• Manage portfolio reporting, including active deal and pipeline reporting for client leases.
• Work with the research team to retrieve comps, update building stacks, and gather market information.
• Coordinate the development of offer memorandums and client materials with marketing and graphics resources.

Required Qualifications

• Bachelor's degree in Real Estate, Finance, Accounting, or a related discipline.
• Real estate license preferred, otherwise required within 6 months of start date.
• 2-4 years of experience in real estate, finance, or accounting.
• Working knowledge of real estate fundamentals, present value concepts, and return on investment.
• Proficiency in Microsoft Office Suite including Excel, Outlook, Teams, Word, and PowerPoint.
• CRM and Salesforce experience preferred, Argus modeling experience is a plus.
• Excellent oral and written communication skills with strong interpersonal and sales abilities.

Embedded within a commercial brokerage team, the Brokerage Associate serves as a peer leader providing mentoring, training, and onboarding support while identifying new business opportunities and forming strategies to gain market share. Working closely with senior brokers across transaction negotiation, market research, and CRM management, this role advances the team's ability to deliver strategic client solutions and grow its competitive position.

Core Functions

• Identify new business opportunities and jointly form strategies to gain market share by leveraging existing relationships and technologies.
• Administer critical date tracking reports including expirations, renewals, termination rights, and lease commitments.
• Participate in client outreach activities such as cold calling and client tours.
• Manage smaller deals from start to finish with the guidance and supervision of a more senior broker.
• Shadow senior brokers in transaction negotiation, evaluation, and documentation.
• Provide clients with industry and market-specific information and maintain contact information on prospects.
• Read and review real estate documents and prepare abstract reports for clients and prospective clients.
• Contribute to local market research requests including market snapshots, overviews, and quarterly market decks.
• Review and understand financial models, cash flow projections, and valuation models.
• Gather and evaluate economic, demographic, and real estate market data for client deliverables.
• Update and maintain company CRM to track prospects, clients, and deal information.

Qualifications and Experience

• Bachelor's degree in Business, Finance, or Real Estate preferred.
• Real estate license required.
• Previous experience in corporate real estate, consulting, or finance preferred.
• Ability to analyze qualitative and quantitative information and translate into strategic deliverables.
• Proficiency in CRM platforms such as Aero, CoStar, VTS, and other commercial real estate listing platforms.
• Well-spoken with strong presentation, business writing, and organizational skills.
• Self-starter with high energy, strong ethics, and the ability to manage multiple priorities within set timeframes.

Reporting to the leasing leadership team, the Brokerage Associate cultivates tenant and retailer relationships while managing national accounts across renewals, new deals, and long-term leasing strategy for assigned assets. Partnering with legal, construction, lease administration, and the internal marketing department, this role enables the Center to maintain a strong tenancy mix and accurate, current property listings across all platforms.

Primary Duties

• Cultivate new and maintain existing tenant and retailer relationships, selling the advantages of being located in the Center.
• Manage national relationships with existing and prospective tenants, including renewals, new deals, and overall portfolio strategy.
• Maintain accountability for asset assignments, property visits, budgeting, forecasting, and short- and long-term leasing strategies.
• Prepare drafts of Letters of Intent, Listing Agreements, and Representation Agreements, and coordinate all transaction documentation.
• Qualify potential tenants by reviewing financial statements, checking references, and negotiating deal terms and leases.
• Document deal terms meticulously to ensure accurate flow of details across legal, construction, and lease administration teams.
• Maintain up-to-date knowledge of the retail industry through trade journals, conventions, and personal contacts.
• Manage subscription and user maintenance for property listing systems including LoopNet, CoStar, and RealNex.
• Oversee the creation and updating of all marketing materials in coordination with the internal marketing department.

Skills and Qualifications

• Bachelor's degree preferred.
• Nevada Real Estate License required.
• 1+ years of retail leasing or selling experience.
• In-depth knowledge of deal structures, lease terminology, negotiation, and closing.
• Proficiency in property listing platforms including LoopNet, CoStar, and RealNex.
• Excellent interpersonal, oral, and written communication skills with strong presentation and executive presence.

Sitting at the intersection of client service and trade operations, the Equity Prime Brokerage Associate serves as the main point of contact for a defined client set, managing trade bookings, escalations, and onboarding across Equity and Fixed Income Prime Brokerage for Asia markets. Operating across Traders, Sales, Back Offices, and IT teams in Asia, Europe, and America, this role delivers a seamless client experience while driving process improvements and change initiatives within the Prime Brokerage franchise.

Duties

• Serve as the main point of contact for a set of clients, conducting regular service level reviews and managing escalation requests.
• Ensure all trades are allocated to client accounts and perform reset payment pre-matching.
• Manage trade-related breaks, client reporting, and respond to specific client transaction requests.
• Support client onboarding operationally, including portfolio wrapper setup and reporting configuration.
• Streamline booking workflows through automation and process review.
• Drive change initiatives to improve activities and the offering of the Prime Brokerage franchise.
• Contribute to defining specifications and performing UAT for new information systems or booking schemes.
• Document and update procedures related to sensitive processes and controls.
• Liaise with other departments and work closely with Traders, Sales, Back Offices, and IT teams across regions.

Experience and Qualifications

• Bachelor's or Master's degree in Finance, Engineering, Mathematics, Information Technology, or a related field.
• 4-5 years of experience working with equity products.
• Strong analytical and problem-solving skills with the ability to work accurately under pressure in a trading environment.
• Knowledge of trade lifecycle for Asia markets across Equity and Fixed Income Prime Brokerage.
• Knowledge of programming languages is a plus.
• Fluent English is required.
• Risk-focused, result-oriented, client-centric, and a collaborative team player with a proactive and positive mindset.

A key member of the commercial real estate team, the Brokerage Associate collaborates on daily business operations while expanding expertise across leasing, marketing, sales, and market research. Collaborating across client meetings, database management, and quarterly report production, this role supports the team's ability to convert prospects into closed transactions and independently manage deals over time.

Functions

• Conduct cold calling and prospecting for new business, and follow up on leads and opportunities to assist in deals.
• Maintain company databases to track prospects and business opportunities.
• Provide detailed research and convey expertise in client meetings and presentations.
• Complete training to learn established business methodologies and best practices.
• Contribute to quarterly market reports that highlight trends and market activity.
• Transition to independently managing lease and sales transactions from start to finish.

Position Requirements

• Real estate license required or willingness to obtain a Texas Real Estate license.
• 1+ years of relevant industry experience, quality internship experience considered.
• Prior knowledge of commercial real estate and desire to advance in the industry.
• Proficiency in Microsoft Excel, CRM programs, CoStar, and other industry-specific research tools.
• Highly motivated with excellent organizational, interpersonal, quantitative, writing, and communication skills.

Seamless support for Financial Advisors executing fixed income securities business depends on the Brokerage Associate Sales and Trading Liaison, who responds to inquiries, delivers training, and executes trades within defined compliance and policy frameworks. Based within a brokerage sales and trading environment, this role strengthens the firm's advisory operations by maintaining clear procedures and collaborating with managers, colleagues, and internal and external stakeholders.

Accountabilities

• Respond to Financial Advisor inquiries and train them on tools and procedures for executing fixed income securities business.
• Review issues, policies, and procedures related to low to medium risk tasks and deliverables.
• Execute external trades under supervisor direction and exercise independent judgment on internal trades.
• Develop a clear understanding of functional area policies, procedures, and compliance requirements.
• Collaborate and consult with managers, functional colleagues, and stakeholders including internal and external customers.

Background and Experience

• Series 7 and Series 63 licenses required.
• 6+ months of brokerage sales and trading liaison experience or equivalent combination of work experience, training, or education.
• Knowledge and understanding of fixed income products and current economic and market developments.
• Excellent verbal, written, and interpersonal communication skills with outstanding problem-solving abilities.
• Effective organizational, multi-tasking, and prioritizing skills with the ability to work in a fast-paced, deadline-driven environment.

As the Brokerage Associate, this role delivers investment and operational support to existing clients through inbound service, securities trading, and investment recommendation conversations across Equity, ETF, Mutual Fund, Options, and Fixed Income products. The Retirement Advisor Team relies on this work to receive qualified leads, maintain client satisfaction, and ensure operational inquiries are resolved accurately and efficiently.

Day-to-Day Responsibilities

• Service new and existing client needs via inbound calls and handle client trading of Equity, ETF, Mutual Fund, Options, and Fixed Income securities.
• Engage customers in an investment recommendation conversation.
• Respond to operational inquiries regarding trading, asset movement, and account opening.
• Uncover leads and opportunities to hand off to the Retirement Advisor Team.
• Participate in employee collaboration and contribute as a team player.

Minimum Qualifications

• Bachelor's degree preferred.
• FINRA Series 7 and Series 63 required, insurance license may be required within 90 days of hire.
• 2+ years of financial customer service experience with past brokerage and mutual fund trading experience.
• Knowledge of current financial markets and retirement account operations.
• Strong technological skills with comprehensive PC skills and ability to quickly learn proprietary recordkeeping systems.

Brokerage Associate delivers end-to-end mortgage file management from application through funding, facilitating the adjudication and packaging of deals sourced from across the country with the support of a Mortgage Coordinator. The work directly supports the firm's lending franchise by mentoring Mortgage Associates, managing complex file escalations with the Credit Manager, and executing consistent brand messaging to generate new business leads.

Key Deliverables

• Deliver mortgages from application through to funding with the support of a Mortgage Coordinator.
• Execute clear communication with borrowers regarding the mortgage process, expectations, and required documentation.
• Liaise with clients and coordinators on status updates for active mortgage files.
• Act as first level of support and mentor for Mortgage Associates and Mortgage Coordinators.
• Review key documentation for lender submission and ensure all parties receive required documents.
• Apply problem-solving skills to make prudent decisions on complex mortgage files.
• Work with the Credit Manager on complex files where standard lending solutions have been exhausted.
• Develop proficiency in products, services, tools, technology, and Salesforce CRM capabilities.
• Execute consistent brand messaging through repeatable process touches to engage clients and solicit new business leads.

Professional Experience

• Current Mortgage Associate license required.
• 5 years of experience in the mortgage brokerage industry.
• Passion for growth and excellence with a strong drive to deliver results in a startup environment.
• In-depth knowledge of mortgage products, lender requirements, and industry trends.
• Proficiency in Salesforce CRM.
• Superior verbal and written communication skills with exceptional time management and organizational capabilities.