Senior Analyst, Transactions Management

JLL•San Diego, CA
•$73,000 - $105,800•Remote

About The Position

JLL is seeking a Senior Transaction Analyst to support a dedicated healthcare client portfolio. The position is remote, with a preference for candidates in California, Washington, or Oregon, and supports client sites across California, Oregon, and Hawaii. The analyst supports the Transaction Managers and reports directly to the Senior Director of Transaction Management. The role manages operational and administrative processes for portfolio management, leasing, and purchase and sale transactions. It owns regular client reporting and helps prepare financial analytics that inform real estate decisions. The analyst works independently or with teams, collaborates with facilities, property management, and finance partners, and solves problems using standard procedures with moderate guidance. The position supports financial analysis and reporting, transaction execution, portfolio data management, and client and team coordination. Healthcare-related knowledge includes specialized facility requirements, relevant regulatory considerations, and fair market value documentation. The role does not provide visa sponsorship; candidates must be authorized to work in the United States without sponsorship.

Requirements

  • Bachelor's degree in business, finance, economics, or a related field, with a record of high academic achievement.
  • At least 2 years of applicable experience.
  • Strong financial, analytical, and reporting skills, including the ability to analyze qualitative and quantitative information.
  • Advanced proficiency in Microsoft Office (Excel, Word, PowerPoint, and Outlook), CoStar, LoopNet, mapping software, and Yardi Voyager, and ability to master company-specific database programs.
  • Exceptional attention to detail and organizational skills.
  • Well-developed verbal, written, and presentation skills.
  • Ability to work independently and within a team and build relationships with business partners and clients.
  • Ability to multitask, prioritize, and manage time under pressure.
  • Familiarity with the lease negotiation process and lease issues, and understanding of basic real estate and lease terminology.
  • Commitment to client service and willingness to take on new challenges and assignments.
  • Understanding of medical office buildings, clinics, and other specialized healthcare facility requirements.
  • Awareness of the healthcare regulatory environment, including the Stark Law and Anti-Kickback Statute (AKS), and fair market value documentation required for healthcare transactions.
  • Authorization to work in the United States without visa sponsorship.

Nice To Haves

  • Healthcare real estate experience.
  • Active real estate license, or willingness to obtain one.
  • Experience with complex commercial lease structures.
  • Experience with financial modeling for lease and capital transactions.

Responsibilities

  • Own the monthly client reporting process, confirming that team updates and inputs are accurate and submitted on schedule before distribution.
  • Work with clients and team members to prepare financial analytics and models, including NPV, IRR, ROI, buy-versus-lease analyses, and lease comparisons.
  • Collect, aggregate, and enter monthly performance metrics for KPIs, including cost savings, transaction close-out, occupancy, and critical date management.
  • Prepare and update reports, analyses, and presentations, including client-facing materials.
  • Lead and execute straightforward transaction paths, including renewals, subleases, and terminations.
  • Abstract and critically analyze complex commercial lease documents.
  • Develop lease documents, letters of intent, and other transaction materials.
  • Conduct market research, competitive analysis, and strategic evaluation of lease options.
  • Support due diligence processes and oversee documentation.
  • Prepare commission invoices and track transaction close-out in the client's web-based application.
  • Implement quality assurance protocols for transaction materials.
  • Manage the portfolio-wide web-based transaction and critical events database.
  • Ensure data integrity across client and internal systems.
  • Support adoption of new technology platforms and process improvement initiatives.
  • Participate in regular client and team calls.
  • Build relationships with client stakeholders, landlords, and brokers in support of Transaction Managers.
  • Assist with other requests and projects as required by senior leadership.
  • Work with facilities, property management, and finance partners to support clinical space needs.

Benefits

  • 401(k) plan with matching company contributions.
  • Comprehensive medical, dental, and vision care.
  • Paid parental leave at 100% of salary.
  • Paid time off and company holidays.
  • Early access to earned wages through Daily Pay.
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