Analyst, Capital Markets
JLL · Portland, OR · 2 mo ago
On-siteFinanceFull-time
About the role
Play an integral role in both debt/equity placement and investment sales advisory transactions across diverse commercial real estate property types and markets.
Responsibilities
- Develop and execute complex financial modeling for both debt/equity placement and investment sales transactions using market data and JLL resources to ensure accurate underwriting across various property types
- Create comprehensive debt and equity offering memorandums as well as investment advisory packages, incorporating detailed market research, sophisticated financial modeling, and compelling executive summaries
- Manage due diligence processes efficiently while driving marketing and closing activities, coordinating with multiple stakeholders throughout each transaction lifecycle
- Lead periodic analyst meetings to provide guidance, answer questions, and develop future talent within the team
- Maintain consistent communication with Producers, market participants, and clients, providing regular updates and facilitating smooth transaction progression
- Analyze marketing feedback and provide strategic recommendations to help clients optimize their business plans and capital structures for maximum market appeal
- Utilize databases effectively to identify market trends and prepare compelling materials for client pitches, presentations, and meetings
- Review and analyze complex real estate documents (leases, loan documents, appraisals) to identify potential issues and provide strategic guidance
- Support capital markets team in business development and client relationship management activities
Requirements
- Bachelor's degree in Real Estate, Finance, Accounting, or related discipline (or equivalent combination of education and experience)
- 2-4 years of experience in financial analysis environment, with commercial real estate investment sales, debt/equity placement, or mortgage banking experience strongly preferred
- Proven track record of transaction execution and financial modeling expertise
- Intermediate to advanced proficiency with Microsoft Office Suite, particularly Excel for complex financial modeling, along with Outlook and Word
- Outstanding organizational, interpersonal, quantitative, writing, and communication abilities with demonstrated client-facing capabilities
- Exceptional research, analytical, and problem-solving skills with ability to synthesize complex information into actionable recommendations
- Self-motivated with strong team orientation and excellent time management skills to manage multiple concurrent deadlines effectively
- Demonstrated ability to communicate complex analytical and marketing data effectively to various stakeholder audiences
Qualifications
- Advanced proficiency in Argus Enterprise or other commercial real estate financial modeling software
- MBA degree considered a plus but not required
- Database management experience and advanced data analysis capabilities
- Previous exposure to both debt/equity placement and investment sales transactions
- Knowledge of commercial real estate property types, market fundamentals, and financing structures
- Industry certifications (CCIM, SIOR) beneficial but not required
- Experience in client relationship management or business development activities
- Familiarity with real estate legal documentation and due diligence processes
- Experience with property research platforms and market analysis tools
- Active participation in real estate trade organizations or professional networking groups
Benefits
Exceptional learning and growth opportunities within JLL's industry-leading capital markets platform, allowing you to build expertise in commercial real estate finance and investment sales while contributing to transactions that shape communities and drive client success.
Pay
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Schedule
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Skills
Financial modeling, Microsoft Office Suite, real estate financial analysis, market research, client relationship management, business development, real estate legal documentation, due diligence processes
Benefits
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Schedule
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