Transaction Manager

Cantor Fitzgerald•San Jose, CA

1d•Onsite

About The Position

Newmark is seeking a highly organized, proactive and client-focused professional to support a top-producing brokerage executive in Newmark's Silicon Valley/San Jose office. This position will be a key part of the executive's expanding team, which specializes in agency leasing and tenant representation. The successful candidate will provide transaction coordination, client-service and business-development support. The role requires a professional who can manage multiple priorities, maintain a high level of accuracy and follow-through, and serve as an effective extension of the executive's team both in and outside the office.

Requirements

Bachelor's degree in business, real estate, finance, economics, marketing or a related field preferred.
Minimum of 5 years of relevant experience in commercial real estate brokerage, transaction coordination, client service, executive support, business development or a similarly fast-paced professional-services environment.
Real Estate License Required – may obtain within 90 days of hire.
Strong written, verbal and interpersonal communication skills; ability to interact professionally and confidently with senior executives, clients, prospects and internal stakeholders.
Exceptional organizational, project-management and follow-through skills, with the ability to manage multiple assignments and deadlines with accuracy and discretion.
Proficiency with Microsoft Office and client-service tools, including PowerPoint, Excel, Word and Outlook.
Proficiency using AI tools for research, drafting, analysis and workflow improvement.

Nice To Haves

Experience with CRM, transaction-management, project-tracking, mapping and presentation tools is preferred.
Experience building customized AI agents and dashboards is preferred.

Responsibilities

Provide direct day-to-day support to a top-producing brokerage executive and the executive's growing agency leasing and tenant-representation team.
Support client calls, meetings, negotiations and other transaction-related activities.
Attend property tours, client meetings and other business activities as needed; interface directly with clients, prospects, landlords, tenants, vendors and internal partners as an extension of the executive's team.
Maintain complete, accurate and well-organized transaction, listing and required form files in accordance with company procedures and applicable requirements.
Monitor and maintain a real estate project-tracking system to ensure timely transaction completion; track key deadlines, deliverables, approvals and follow-up items.
Prepare, update, collate and package reports and other materials as instructed by the team.
Assist with client report writing, presentations and client account management.
Conduct research, analytics and data mining related to market activity, properties, ownership, tenants, development, clients and business opportunities.
Continually stay informed of local, national and global real estate trends, market developments, technology and innovation relevant to clients and the team's business.
Support business-development efforts, including prospect research, CRM and pipeline tracking, pursuit materials, client events, industry events and follow-up communications.
Provide sales support for key pursuits and business-development activities, including support for major client presentations.
Prepare mapping and workflow analyses as appropriate to support transactions, client service and business development.
Work with in-house proprietary technology and analytical toolkits, as well as client-service and project-management tools.
Use AI-enabled tools to improve research, communication, reporting, analysis and workflow efficiency; ability to build and maintain customized AI agents and dashboards is preferred.
Perform administrative functions and prepare professional communications as required.
May perform other duties as assigned.