Jobs · Finance · Oregon

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

N/A

Schedule

N/A

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

N/A

Schedule

N/A

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