Brokerage Associate Resume Samples

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J Weimann

Josianne

Weimann

592 Corkery Overpass

San Francisco

+1 (555) 384 5364

592 Corkery Overpass

San Francisco

Phone

p +1 (555) 384 5364

Experience Experience

New York, NY

Brokerage Associate

New York, NY

Bogisich and Sons

New York, NY

Brokerage Associate

Process time sensitive tasks with a high level of accuracy while maintaining high level of performance
Contact and meet regularly with other real estate professionals including developers, appraisers, landlords and brokers
Perform daily deposits of customer’s checks into accounts timely and accurately
Provide clients with industry and market specific information as it relates to their business and maintain contact information on prospects
Effectively utilize all internal support groups, including Consulting, Analytics, Marketing and Research platforms
Provide service to broker dealer customers and registered representatives through various means including: written correspondence, email, phone, internet and fax
Receive incoming documents, review, and index accordingly to business processes and standards

Detroit, MI

Associate, Brokerage

Detroit, MI

Gutkowski-Lehner

Detroit, MI

Associate, Brokerage

Identify and communicate to senior brokers any obstacles to individual performance and opportunities to improve overall performance of Brokerage Group
Monitor internal/external workflow to ensure consistent quality of service and work product and perform advanced transactions
Identify and communicate to Senior Broker any obstacles to individual performance and opportunities to improve Broker’s overall performance
Work with business leaders to position research to contribute to the business development efforts
Develop and qualify warm leads, networking and setting-up appointments/meetings
Tour coverage responsibility and develop familiarity with all current listings in order to provide tour support
Identify and communicate any obstacles to individual performance and opportunities to improve overall effectiveness of brokerage group

present

Boston, MA

Associate, Industrial Brokerage Services

Boston, MA

Hammes LLC

present

Boston, MA

Associate, Industrial Brokerage Services

present

Interest in working in a very fast paced environment
Work with Senior Agents on existing client relationships and pursuit of additional leads
Learning the Industrial warehouse market statistics/trends/history and other sales information critical to the position
Work closely with brokers to prepare proposals and strategies for presentations, as well as working closely with Market Research to pull together market information for clients
Develop and maintain working relationships with industry professionals
Proven record of providing outstanding internal and external customer service
Proficiency with Microsoft Office Suite

Education Education

Bachelor’s Degree in Accuracy With

Temple University

Bachelor’s Degree in Accuracy With

Skills Skills

Strong professional presence and demonstrated ability to present to and close key decision makers
Impeccable follow-up skills and the ability to focus on details while being cognizant of the group and organizational goals and objectives
Impeccable follow-up skills and the ability to focus on details while being cognizant of the project scale
Impeccable organizational and follow-up skills and the ability to focus on details while managing the big picture
Impeccable organizational and follow-up skills; possess the ability to focus on details while managing the big picture
Ability to analyze qualitative and quantitative information and translate into strategic deliverables
High attention to detail and excellent follow through
Strong computer orientation and proficiency with Excel, PowerPoint and Word
Strong research skills and ability to learn multiple product sets of complex service offerings
Detail oriented with strong analytical skills

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11 Brokerage Associate resume templates

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Prime Brokerage Wires & Securities Associate Resume Examples & Samples

Strong client service and communication skills
The ability to build relationships with other operations teams and business units across the globe
The ability to multi-task and meet multiple daily deadlines

Prime Brokerage Wires & Securities Associate Resume Examples & Samples

Processing of standard and non-standard client requests and review of legal documentation to ensure the appropriate client approvals are obtained prior to release of cash and securities
Project management activities including creation and execution of test scripts and business requirement documentation across the platforms used within the group
Weekly, monthly, and quarterly risk management and team performance metrics reporting
Ability to identify what is important throughout the day and prioritize accordingly to meet intra-day currency deadlines
Proactive escalation of issues as they occur

Black Rock Prime Brokerage & Financing Associate Resume Examples & Samples

Become an expert in and be able to articulate the strategies, investment management process and financing methodologies of Blackrock’s managed funds
Develop functional product knowledge on prime brokerage financing, equities, swaps, fixed income, repo, futures, and other instruments
Understand front to back trade workflow and trade lifecycle events
Build strong working relationships across multiple groups that are the team’s clients and partners
Work with internal groups to review guidelines and product launches to determine the level of involvement, complexity and prioritization required by the Prime Brokerage & Financing team
Be able to quickly retrieve, store, and organize key information about funds covered by the team including strategy, portfolio construction and other financial data
Continuously build upon and improve team processes and creatively problem solve new issues
Interact with external credit officers and be able to resolve on-going inquiries or escalation as part of their credit reviews of BlackRock’s managed funds
Support the Prime Brokerage & Financing team as necessary on a variety of objectives as needed
Provide oversight of existing financing structures or terms and renegotiate where applicable
3-5 years of experience, including a solid understanding of prime brokerage financing, fixed income securities, futures and other financial instruments
Willingness to learn and work collaboratively and continuously
Strong relationship management and interpersonal skills
Excellent organizational and problem solving skills, be able to manage and prioritize a wide variety of concurrent and competing projects
Ability to work independently, think through issues and propose solutions
Advanced Microsoft Excel skills at a minimum; experience with Visual Basic, Access and other database environments are preferred
Knowledge of or ability to quickly learn SQL query writing; understanding of complex data structures is preferred
Ability to adapt to a fast changing environment

Cib Capital Introduction Prime Brokerage Associate Resume Examples & Samples

Capital - develop and maintain institutional investor relationships (sovereign wealth funds, pension funds, fund of funds…etc) across Asia-Pacific
Consulting – covering business function aspects of a hedge fund’s operations
Research and “Content” efforts - both regulatory and markets-focused
Preference for prior experience in a Capital Introduction or Prime Brokerage Consulting role, or in an investor relations, operations, or legal role at a hedge fund
Deep knowledge of hedge fund strategies and trading styles as well as Prime Brokerage business dynamics
Pre-existing hedge fund and/or institutional investor relationships are a plus, but not required
Proven ability to synthesize and communicate complex subject matter, both verbally and in written format
Confident communicator

Prime Brokerage Client Coverage Associate Resume Examples & Samples

Margin Lending - expertise and reporting enables us to walk clients through transparent, dynamic margin policies and explain leverage limits and capital usage
Financing - discussions around multi-asset class financing covering equity, fixed income, and swap and other derivatives that can offer cost of carry solutions for our clients
Daily Issue Resolution - enabler to bridge the gap between clients and the Firm, applying a commercial aspect to risk mitigation
Integration – often the first hands-on impression of Morgan Stanley is at the integration stage. Hence a key function in managing the launch of new clients and training key client personnel, building deep early stage relationships across the breadth of the client organisation
Management of Sensitive Markets - working with internal groups to ensure clients avoid costly operational mistakes and regulatory risks
Global Coverage - with a 24 hour coverage model and robust risk management framework, supporting and assisting global clients trading the region manage non-market risk
Content Delivery - meetings with clients to discuss content on trends in fund performance, leverage levels and allocator flow. Collaborate within broader Equity Division to keep clients abreast of regulatory changes and help them understand impact and provide solutions where appropriate
Client Workshops - innovative client workshops on topics such as Corporate Actions, Risk and Margin Management and Swaps, demonstrate MSPB’s place as a thought leader in alternative asset management
Best Practice Advisory - extensive global experience gives us the means to provide consultation on best practices for clients trading, operations and compliance functions
Commercial Analysis - analysing client activity, changes in leverage and balances, ensuring identification of any missed business or new business opportunities
Global Working Groups - participation required to ensure we continue to have market leading internal and client facing technology. Coverage owns the prioritisation of IT budget and tools to help us manage relationships and dictate workflow enhancements
Basic knowledge of hedge funds and the common strategies they employ
Analytical mindset with intuitive problem solving skills
Commercially driven, complemented with a sound awareness of compliance, control and operational/business risk
Excellent communication skills, confidence and the ability to clearly articulate complex situations
Enthusiastic self starter demonstrating initiative and the ability to handle pressure, prioritise and multi-task
Knowledge of a broad range of asset classes, preferably including some of the following: equities, fixed income, FX, listed and OTC derivatives (including cash flows, valuations and margin treatment of listed futures and options), Government repos, asset swaps (credit, interest-rate and equity) and other equity-related securities

FX Prime Brokerage Associate Resume Examples & Samples

Manage daily trade flow of instruments including FX spot, FX forward, NDF, Vanilla & Exotic Options and Precious Metals
Monitor credit and risk exposures of FXPB clients
Assist in the client on-boarding process
Work with other Operations teams to ensure all post-trade processes are in order
Respond to and resolve client inquiries in a timely manner
Establish and maintain relationships with high-profile clients
Knowledge of FX Cash, Options (vanilla and exotic) and NDF products
Experience in client service of Hedge Funds/Proprietary trading Firms (preferred)
Previous foreign exchange prime brokerage experience and knowledge of Traiana/Harmony (preferred)
Understanding of the front-to-back transaction life cycle (from trade execution to settlement and post-settlement)
A good understanding of operational risk
Ability to adapt to a constantly changing environment and manage relationships across many groups within the firm
Ability to interact confidently with senior management and clients
A passion for delivering excellent client service
Strong MS Office skills

Prime Brokerage Wire Integrated Centralization Associate Resume Examples & Samples

Processing incoming and outgoing paperwork including mail and facsimiles
Support client service associates and operational personnel and checking inbound client documents for accuracy, notating all activities on the account, and submitting accurate forms for final processing to service center
Make outbound contact both in writing and verbally with clients concerning paperwork

Associate, Brokerage Resume Examples & Samples

Work with senior brokers to develop follow-up materials for clients (e.g., lease comparisons, market overviews, prospect or client presentations, coordinate information with other departments and brokers as needed)
Generate new business opportunities through prospecting and canvassing buildings
Develop and qualify warm leads, networking and setting-up appointments/meetings
Provide clients with industry and market specific information as it relates to their business and maintain contact information on prospects
Contribute to designated local market research requests: market snapshots, market overviews, quarterly market decks, topic specific research to support pitches and brokerage opportunities
Review and understand results from Financial Services team outputs, including financial models, cash flow projections, and valuation models
Effectively utilize all internal support groups, including Consulting, Analytics, Marketing and Research platforms
Participate in Brokerage Team meetings and weekly sales meetings to update colleagues on leasing activity, market information, new business generating efforts, prospects and market knowledge and trends
A minimum of 3 years of corporate real estate experience a must
Prefer a Bachelor’s Degree in Business, Finance or Real Estate and excellent academic credentials preferred
Self-starter, capable of maintaining a high energy level and being a team player
Impeccable organizational and follow-up skills; possess the ability to focus on details while managing the big picture
Multi-task, work successfully under pressure and effectively manage time and workload
Understanding of real estate fundamentals is a plus
New York Real Estate Broker’s License required

Associate, Brokerage Resume Examples & Samples

Work with a senior broker on new business proposals, prepare available property summary books and create new business presentations
Work with a senior broker to develop follow-up materials for clients (e.g., lease comparisons, market overviews, and prospect or client presentations, coordinate information with other departments and brokers as needed)
A minimum of 2-3 years of commercial real estate experience
Florida Real Estate License required

Associate, Brokerage Resume Examples & Samples

Continuously prospect, canvass, and develop new business relationships, while maintaining regular contact and rapport with all accounts
Partner with the Senior Broker and team to develop and customize proposals and new business presentations/pitches by utilizing all brokerage tools and support systems (e.g., brokerage assistants, research staff, visual aids, database capabilities, division heads, etc.) to effectively pursue brokerage business and distinguish Jones Lang LaSalle from the competition
Partner with Senior Broker to obtain and execute exclusive tenant and product assignments and generate maximum activity for these assignments
Partner with Senior Broker on strategies and plans for negotiations which result in the most favorable outcome for clients and Jones Lang LaSalle
Identify and communicate any obstacles to individual performance and opportunities to improve overall effectiveness of brokerage group
Review projected and actual business plan income and expenses with Senior Broker and adjust business plan as necessary to maximize business relationships
Attend weekly sales meetings to update colleagues on activity and market information, and to contribute to and benefit from other's market knowledge
Submit all data required for the call reports, marketing reports, prospect and target marketing reports, commission memos, etc

Associate, Brokerage Resume Examples & Samples

Work with senior brokers to continuously prospect and canvass new business opportunities
With the guidance and direction of senior brokers, participate in cold-calling program with brokerage teams. Participate in property tours
Daily calls to update information, track details progress of client process, provide brokers with floorplans and other marketing materials for Team spaces that fit up with tenant requirements. Join a scoop group
Work with senior Brokers to effectively market designated properties and distinguish projects from competition. Effectively utilize all internal support groups including Brokerage Assistants, Research Staff, Marketing and internal databases to support Brokerage Group’s leasing business

Associate, Brokerage Resume Examples & Samples

Oversee and manage all aspects of real estate transaction services on behalf of Austin’s Agency Leasing Team
Monitor internal/external workflow to ensure consistent quality of service and work product and perform advanced transactions
Provide oversight and management of the delivery of real estate services to client(s) with focus on effective management of real estate functions, contracts and negotiations and all transaction services required
Review and assist Senior Managing Director with major or high profile transactions
Compile and provide accurate tracking and reporting of client(s) deliverables
Monitor and review the workload of team and/or managers
Understand client(s) strategic real estate goals and implement corresponding real estate plans
Provide leadership and guidance through the on-boarding support of new team members
Create and maintain trust and strong relationships with internal and external parties
Provide regular feedback to leadership regarding issues, challenges, and areas for additional focus
Manage day-to-day client interactions and expectations
Participate in team and client objectives to ensure targets and goals are achieved
Provide high level of customer service to client(s) and vendors
Demonstrate initiative through taking on additional projects and responsibilities
Assist with preparation of transaction documents( e.g. case studies) needed for new business pursuits

Associate, Brokerage Resume Examples & Samples

Support all levels of transaction activity, including deal pursuit, assignment engagement, and transaction execution, for prospects and clients (inclusive of both Tenants/Occupiers and Landlords/Owners) of the New York Brokerage Operations
Support strategic planning activities by providing financial analysis, financial reporting, strategy development, tactical implementation and special projects as assigned in order to support decision making by client management groups
Produce financial models and other analyses for transactions of varying complexity to support the negotiation of lease and ownership terms with third parties; including both cash (pre and post-tax) and GAAP projections. Transaction analysis capabilities are required for both acquisition and disposition projects that include but is not limited to the following

Brokerage Associate Resume Examples & Samples

Receive incoming documents, review, and index accordingly to business processes and standards
Enter new account information
Process time sensitive tasks with a high level of accuracy while maintaining high level of performance
Provide service to broker dealer customers and registered representatives through various means including: written correspondence, email, phone, internet and fax
Ensure accurate and correct paperwork is received and handled appropriately utilizing available resources to research more complex requests
Associate degree or equivalent or 3+ years of prior work related experience preferred
Securities experience is preferred
Active FINRA Series 6 or 7 licensing is preferred
Must become an associated person of Princor which requires fingerprinting and a full background check
Excellent oral and written communication, organizational, problem solving, prioritization, interpersonal, and time management skills necessary
Requires basic computer skills and the ability to learn business unit software
Must have basic typing and 10-key calculator skills
Requires a high degree of accuracy with a strong attention to detail
Must be able to work independently in a fast-paced work environment

Associate, Brokerage Resume Examples & Samples

Identify new business opportunities through research and by building canvassing
Create and update property profiles and, market information
Participate in Brokerage Team meetings and attend sales meetings to update colleagues on new meetings secured and to solicit canvassing ideas to improve business development performance
Identify and communicate to Senior Broker any obstacles to individual performance and opportunities to improve Broker’s overall performance
Work with Research and other team members to compile market information conduct research and collect information on market fundamentals, ownership, tenants, and economic analysis to develop and execute marketing and sales ideas that will improve meeting velocity
Conduct research to support pitch materials, publications, reports and deliverables to the for the brokerage team. Assist brokerage professionals with the completion of market surveys, data analysis and other deliverables
Contribute to special initiatives, such as: annual/semi-annual publications, whitepapers, and quarterly reports (Skyline, Look Forward Skyline, Office Insight) as required
A Bachelor’s degree in Business, Marketing, Real Estate or a related field is strongly preferred
Background in direct sales and business development is preferred
Must be well-spoken, have a proven sales ability, and possess effective business-writing skills
This position requires a self-motivated individual, willing and excited to “pound the pavement” by making cold calls and solicit for business
Creative problem-solving and analytical skills
Impeccable follow-up skills and the ability to focus on details while being aware of the big picture
Must be capable of maintaining a high energy level and being a team player

Senior Associate, Brokerage Resume Examples & Samples

Work with the Industrial team to continuously prospect and canvass new business opportunities
Effectively market designated properties and distinguish projects from competition. Utilize all internal support groups including Brokerage Assistants, Research Staff, Marketing and internal databases to support Industrial Brokerage business
Work with team on new business proposals and participate in property tours
Participate in Brokerage Team Meetings and attend weekly sales meetings to update colleagues on activity and market information, and to contribute to and benefit from others’ market knowledge

Brokerage Associate Resume Examples & Samples

Develop follow-up materials for clients (e.g., lease comps, market overviews, and market presentations, coordinate information with other departments, brokers and assistants)
Self-starter who takes initiative to achieve team and individuals goals
Impeccable follow-up skills and the ability to focus on details while being cognizant of the group and organizational goals and objectives
Must have excellent communication skills, both verbal and written. Must be skilled at the art of persuasion and possess effective business-writing skills
Ability to collaborate with individuals at all levels and proven effectiveness working in a team environment

Brokerage Associate Resume Examples & Samples

Perform daily deposits of customer’s checks into accounts timely and accurately
Balance deposits daily to ensure accuracy
Communicate and collaborate with teammates throughout the day to complete all tasks
Associates degree or equivalent or 3+ years of prior work related experience
Securities experience is preferred and/or FINRA Series 6 license is preferred
Working knowledge of RemitPro and NetX360 is preferred
Must become an associated person of Principal Securities which requires fingerprinting and a full background check
Excellent oral and written communication, organizational, problem solving, prioritization, interpersonal and time management skills necessary
This position requires successful completion of a credit history check

Brokerage Associate Resume Examples & Samples

Work with the team to continuously prospect and canvass new business opportunities
Effectively market designated properties and distinguish projects from competition. Utilize all internal support groups including Brokerage Assistants, Research Staff, Marketing and internal databases to support Brokerage business
Participate in Brokerage team meetings and attend weekly sales meetings to update colleagues on activity and market information, and to contribute to and benefit from others’ market knowledge

Brokerage Associate Resume Examples & Samples

Works with Senior Brokers to continuously prospect and canvass new business opportunities
Develops and qualifies leads, phone prospecting and setting up appointments
Works with Senior Brokers to effectively market designated properties and distinguish projects from competition
Utilizes all internal support groups including Brokerage Assistants, Research Staff, Marketing and internal databases to support Brokerage Group’s leasing business
Works with Senior Brokers to develop follow-up materials for clients (e.g., lease comps, market overviews, market presentations, coordinate information with other departments, brokers and assistants)
Provides clients with industry and market specific information as it relates to their business and maintain contact information on prospects
Works with Senior Brokers on new business proposals for financers and landlords, performing detailed financial analysis, preparing available property summary books, and creating presentations for assignments
With the guidance and direction of Senior Brokers, participates in cold-calling program with brokerage teams. Participate in property tours
Creates and updates property profiles, market information, lease comps, sale comps and competitive property surveys for new listings
Participates in Brokerage Team Meetings and attend bi-weekly sales meetings to update colleagues on leasing activity and market information, and to contribute to and benefit from others’ market knowledge. Participation in real estate networking organizations is a plus
Submits all data required for prospect and target marketing reports, commission agreements, etc
Maintains and updates market research database including available competitive properties, sale and lease comparables and market/submarket occupancy statistics
Maintains accurate records of all sales and prospecting activities with JLLs CRM system
The ideal candidate will have B.A. /B.S. degree in Business Finance and/or Real Estate
A minimum of 1-3 years proven Real Estate sales experience with a focus on strategic selling
Experience developing and selling complex value propositions
Experience working on proposal teams in development of strategic framework for complex solutions
Exceptional written and verbal skills and equally strong listening skills
Strong desire and drive for cold calling
Ability to Identify and develop relationships with key decision makers responsible for real estate decisions
Ability to effectively manage and build a sales funnel
Strong professional presence and demonstrated ability to present to and close key decision makers
Strong research skills and ability to learn multiple product sets of complex service offerings
Integrity, honesty and outstanding judgment in all business matters
Must be capable of maintaining a high energy level and have the ability to work both independently and as a team player
Interpersonal communication skills and ability to interact with associates at all levels of responsibility
Impeccable follow-up skills and the ability to focus on details while being cognizant of the project scale

Senior Associate, Brokerage Engagement Resume Examples & Samples

Manage brokerage recruitment and retention efforts for entire region covering multiple offices and brokerage service lines
Establish a strong working relationship with internal brokerage leadership and partner with them to develop regional and local recruitment strategies
Act as liaison between multiple different departments
Project manage the entire brokerage recruitment process for individuals, teams and acquisitions
Work with the business to create efficient and effective recruitment processes
Financially underwrite recruitment packages and facilitate offers, negotiations and on boarding
Manage recruitment database and develop strong knowledge of the external competitive landscape across the industry

Associate, Industrial Brokerage Services Resume Examples & Samples

Interest in working in a very fast paced environment
Work with Senior Agents on existing client relationships and pursuit of additional leads
May require travel to assist on out of market pursuits or managing existing business. Plane rides and extensive market tours in major markets within the US
Learning the Industrial warehouse market statistics/trends/history and other sales information critical to the position
Represent the interests of client firms to locate office space (including researching companies and executives, preparing surveys, conducting tours, evaluating proposals, conducting financial analysis, preparing lease abstracts and reviewing lease documents)
Work closely with brokers to prepare proposals and strategies for presentations, as well as working closely with Market Research to pull together market information for clients

Associate, Industrial Brokerage Services Resume Examples & Samples

Develop new business primarily through in-person contacts, phone calls, canvassing and follow-up to include; presentations to those who influence decisions and decision-makers and schedule fact-to-face contact with prospective candidates requiring real estate needs
Report and update supervisor on calling program status; clients met, potential deals being generated, issues/concerns, and next steps; this will involve using and maintaining the firm’s CRM software for tracking new business development
Work with Senior Agents as needed to assist in calls and business development activities
Responsible for the preparation of marketing materials (including flyers, floor plans, brochures, stacking plans, and maps)
Prepare financial analyses comparing purchase versus lease options

Brokerage Associate Resume Examples & Samples

Competitive pay, great benefits and vacation time. Benefits including medical, dental, vision, life insurance, 401(k) with company match and cash pension plan
Casual Dress
Fitness Facility
Free Parking
Associate degree or equivalent experience of 4+ years

Brokerage Call Associate Resume Examples & Samples

Handle inbound and outbound telephone calls
Assist advisors and clients with account information and technical support
Provide step-by-step instructions/guidance for Brokerage functions and processes
Obtain investment and product information for Financial Advisors
Timely follow-up with advisors, clients, and operations staff
Provide operational support for account information updates
Assist with e-mail inquiries from Financial Advisors
Producing advisor or client correspondences following firm guidelines
Assisting with day to day processing of Brokerage business as levels require
Participate in a schedule rotation to meet business needs
Meet performance and quality expectations
Perform other duties as assigned by Management
Series 7 (within first 6 months); future licensing encouraged
0-2 years of financial industry experience; call center environment experience a plus
Excellent customer service orientation and attitude
Ability to communicate/interact with all levels of staff and management
Knowledge of mutual funds, stocks, bonds and options
Knowledge of Brokerage platform and products
Ability to handle stressful situations in a very fast-paced environment
Strong analytical, problem-solving/research skills
Ability to prioritize and multi-task with a high degree of accuracy
Ability to deal effectively with changes, variables and "gray" areas
Strong computer skills (Word, Excel, Outlook)
Team Player, flexible, adaptable, willing to do whatever is asked
Strong initiative and quality conscious

Associate, Brokerage Resume Examples & Samples

Continually develop, enhance and leverage detailed knowledge of federal government entities and the corresponding real estate markets
Proactively deliver information and insights on government, market, economic activity, conditions, trends, and forecasts
Expand overall research platform including processes, products, and ability to positively impact the business
Develop strong relationships with internal and external clients and facilitate the use of research as a differentiator
Work with business leaders to position research to contribute to the business development efforts
Develop and leverage relationships within the company to learn the business and understand and manage key internal resources to deliver on business objectives
Assist with government statistics, process, verification, analysis, and research
Create, write, analyze and edit government reports for the various areas that encompass various markets
Respond to all internal and external client requests for data and information
Track, maintain and disseminate detailed data for critical indicators including lease and sales comparable, development pipelines, and active Government tenants in the market
Attend all relevant sales or business meetings and actively contribute local or national research insights

Brokerage Associate Resume Examples & Samples

Work with senior brokers on new business prospects
Create new business presentations
Create and manage a database of opportunities
Work with senior brokers to develop follow-up materials for clients (e.g., lease comparisons, market overviews, and prospect or client presentations, coordinate information with other departments and brokers as needed)
Bachelor’s Degree in Business, Finance, or Real Estate, preferred
Minimum 3 years of work experience, preferably in sales
Understanding of real estate fundamentals, is a plus
Ability to identify and develop relationships with key decision makers
Must be well-spoken and possess strong presentation and effective business-writing skills

Brokerage Associate Resume Examples & Samples

Real Estate or Finance experience, preferred but not a requirement
A background in sales, legal, architecture or construction, helpful
Resourceful self-starter with ability to take the initiative
Ability to multi-task and effectively manage time and workload
Solid written and oral communication skills and ability to work independently
High attention to detail and excellent follow through
A proven track record iin commercial real estate is required
Advanced knowledge of Microsoft Office (e.g., Word, Excel, PowerPoint)

Specialist Senior Associate Brokerage Resume Examples & Samples

Handling Customer and Client inbound and outbound interactions
Supporting customers with trading queries but not giving advice or opinion
Placement of phone orders including large deals
Supporting the brokerage specialist team processes ensuring adherence to FIL’s policies and standards in addition to FCA regulations , focus will be escalations and exception handling relating to trading and settlement
Maintain awareness of stock market conditions
Maintain a full understanding of the brokerage proposition and product range
Maintaining relationships and communication with trade operations teams and receiving referrals from other teams within client services
Work with the support team to communicate certain corporate actions events
Contribute to team and business goals and service levels
Achieving consistently high average call quality scores (gold standard)
Investigate issues thoroughly in order to solve them, or hand them off properly to another business area
Taking ownership of problems and seeing them through to resolution
Level 2 associate or experience within a broking and or corporate actions environment
Possession of or working towards Industry Qualifications – IAQ or IMC
Knowledge of the following asset classes; Equity/Fixed Income/ETF/Investment Trusts
Knowledge of Corporate Action Events
Computer literate with Excel, Word and Outlook skills
Commitment to providing excellent customer service
Outstanding call quality and a drive to succeed
Energetic, enthusiastic and solution focussed
Proactivity look at new ways of working Self-Motivation, support and drive positive team interactions

Brokerage Cashiering Associate Resume Examples & Samples

Computer skills (Word, Excel, Outlook)
Data entry skills (alpha-numeric)
Effective organization, control and follow-up of work
Team player, flexible and adaptable, willing to do whatever asked
Regular and Predictable attendance
0-3 years of Brokerage industry experience

Brokerage Associate Resume Examples & Samples

Excellent time management and organizational skills
Ability to adapt and prioritize, meeting deadlines, in a fast-paced work environment
Strong computer orientation and proficiency with Excel, PowerPoint and Word
Work independently and within a team to build relationships and interact effectively with business partners
Understanding of real estate fundamentals
Positive, professional attitude
Detail oriented with strong analytical skills
Professionalism at all times
Work independently with an ability to work collaboratively with others
Proactive and take initiative
Maintain confidentiality, utilize judgment, and work with minimal supervision

Brokerage Associate Resume Examples & Samples

Provides transaction-related services (e.g., market analysis, space tours, financial analysis, proposal drafts, negotiate terms) in the leasing of office buildings in Bethesda, MD
Preparing and updating reports and related materials (e.g., activity reports, stacking plans, lease abstracts, building specs) for owners
Review and negotiate leases, renewals, expansions and terminations
Ensures that the services being performed for the client meet JLL quality standards
Participate in brokerage team meetings and attend weekly sales meetings to update colleagues on leasing activity and market information, and to contribute to and benefit from others’ market knowledge
Identify and communicate to Senior Broker any obstacles to individual performance and opportunities to improve overall performance of Agency Leasing group
Broker associate will be responsible and accountable for developing new business opportunities with support from the senior broker
Network and build relationships in the community
Generates information for team’s pitches and presentations
Bachelor’s degree in Business, Marketing, Real Estate, or related field
Minimum 1 year experience in a successful commercial real estate position or academic credentials
Organized with an ability to manage multiple transactions simultaneously
Capable of maintaining a high energy level and being a team player
Excellent communication skills. Well-spoken and possess effective business-writing skills
Skill in carrying client level business conversations and being the face of JLL
Self-motivated individual, willing and excited to 'pound the pavement' by making cold calls and solicit for business

Brokerage Associate Resume Examples & Samples

Work with senior brokers on new business proposals, prepare available property summary books and create new business presentations
Bachelor’s Degree in Business, Finance, or Real Estate and excellent academic credentials, preferred
Understanding of real estate fundamentals, a plus

Brokerage Associate Resume Examples & Samples

Participate in Brokerage team meetings and attend weekly sales meetings to update colleagues on leasing activity and market information, and to contribute to and benefit from others’ market knowledge
Tour coverage responsibility and develop familiarity with all current listings in order to provide tour support
Participate in client meetings. Assist team with materials required per client requests/meetings
Involved with initial draft proposals for existing building leads to review and edit and prepare proposal template for each building if one does not currently exist
Create and update property profiles, market information, lease comps, sale comps and competitive property surveys for new listings. Assist team with feeding information into tracking system for weekly and bi-weekly leasing reports as well as monitor quality of information
Develop comfort and familiarity with commercial real estate software and programs to run complex financial models
Liaise with marketing team on tasks, deliverables, and campaign materials for each property. Help with ensuring that the marketing team executes our request in an accurate and timely manner. Help with communication of expectations on requests and deliverables to clients
Submit all data required for prospect and target marketing reports, commission memos, etc
Identify and communicate to senior brokers any obstacles to individual performance and opportunities to improve overall performance of Brokerage Group
Bachelor’s degree required, advanced degree or CRE certification a plus
Exposure to Commercial Real Estate
Sales experience a plus and ability to maintain relevant license requirements
Impeccable organizational and follow-up skills and the ability to focus on details while managing the big picture
Must be well-spoken and possess strong presentation skills and effective business-writing skills
Strong skills in Excel, Word, PowerPoint