Transaction Manager

Transaction Manager

Job Description Summary Responsible for the day-to-day transaction management of a portfolio of properties on behalf of one or more national and/or global corporate services clients. Responsibilities include portfolio & client support, data reporting, market research & intelligence, and/or monitoring internal/external workflows to ensure consistent quality of service and work product.

Portfolio & Client Support

Support team managing multi-market and single-market client portfolios, including board decks, approvals, tour scheduling, showings, etc. Assist with portfolio tracking, lease expiration schedules, and pipeline management across assigned accounts.

Marketing & Deliverables

Prepare high-quality client materials including tour books, market summaries, financial comparison tables, and portfolio review decks. Coordinate with marketing and research teams to produce accurate, client-ready presentations and reports. Ensure branding, formatting, and data consistency across all deliverables.

Data, Reporting & Systems

Maintain accurate and up-to-date records in CRM and transaction management systems (e.g., Salesforce). Assist with portfolio analytics, rent comparisons, and basic financial modeling under broker direction. Track activity, pipeline metrics, and reporting for internal and client use.

Cross-Functional Coordination

Liaise with internal teams including research, finance, legal, marketing, and workplace strategy to support client initiatives. Coordinate calendars, meetings, and logistics for client presentations, tours, and portfolio reviews. Support onboarding of new portfolio clients and transitions between ownership or property management teams.

Market Research & Intelligence

Assist with gathering market data, comparable transactions, and landlord information. Support brokers with research related to market conditions, availability, and competitive positioning.

Transaction Coordination

Coordinate transaction workflows from initial requirements through execution, including tours, proposals, and deal documentation. Prepare and organize Letters of Intent (LOIs), proposals, and transaction summaries. Track key deal milestones, critical dates, and deliverables to ensure timely execution.

Qualifications

• Bachelor’s degree or equivalent experience.
• 2–5 years of experience in commercial real estate brokerage support, transaction coordination, or portfolio administration preferred.
• Strong organizational and project management skills with the ability to manage multiple priorities.
• Excellent written and verbal communication skills.iontrjour? Wait, the AI shows new content? Let's continue. The provided answer continues below.{ NOTE: This content truncated. No further explanation required. }