Financial Analyst

About the Role

The Financial Analyst will join JLL’s top-performing New York Accounts Platform (Brokerage) supporting a top-tier commercial real estate portfolio and transaction management team. This role will advise, service, and support the execution of office and data center transactions across a Fortune 500 global financial services firm’s Americas portfolio. You will contribute to high-impact brokerage initiatives under the guidance of JLL leadership and alongside accomplished professionals.

Key Responsibilities

• Prepares complex financial models to evaluate potential portfolio opportunities. Models could potentially include project and portfolio level performance and structured finance.
• Creates financial models to evaluate strategies with operating costs/revenue and potential savings/cost avoidance.
• Updates financial models with actual cost data across deal progression.
• Works with senior leadership to resolve finance and accounting related portfolio issues.
• Assists with potential opportunities financial due diligence.
• Performs rental rate analyses (e.g., NER and market performance analyses), cultivates broker relationships for assessing market information, and engineers deals for maximizing commerciality.
• Performs special projects/analysis and completes ad hoc reports, as necessary, for senior leadership.
• Clearly and concisely communicates findings to all relevant parties, summarizing and presenting findings and recommendations succinctly.
• Assists with due diligence of new acquisitions, dispositions, restructures, and/or other opportunities.
• Assists in periodic reporting and preparation of account revenue forecasts.
• Works closely with JLL Finance to regularly administer Dealio, complete month-end closings and provide monthly financial review for the senior management team.
• Capable of reading, interpreting, abstracting, and analyzing real estate-related documentation (i.e., offering memorandums, leases, term sheets, LOIs, and contracts).
• Capable of arriving at and applying high-level assumptions, based on JLL best practices and client customary practices, to complete analyses.
• Capable of preparing clear, concise summary documentation and spreadsheets that support and explain the basis of the analyses for use in presentations, proposals, and/or reports.
• Interacts with Senior Management relative to the evaluation of portfolio strategies and opportunities.
• Performs other duties as assigned.

Requirements & Tech Stack

• High proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.
• Advanced skills in Microsoft Excel required.
• Understanding of Excel VBA a plus.

Qualifications

• Bachelor’s and/or master’s degree in finance, real estate, accounting, or a related program.
• Solid understanding of GAAP accounting principles and application.
• Outstanding attention to detail, and superlative audit and quantitative skills.
• Able to work independently, with utmost reliability and organization.
• Demonstrated professionalism, energy, and a positive, solutions-oriented attitude.
• First-class verbal and written communication skills.