Senior Associate, Transaction Management / Strategy

JLL•Dallas, CO

2d•Onsite

About The Position

JLL is seeking a Transaction Management and Strategy Senior Analyst to support our dedicated account team. This role is central to account governance, reporting, and strategic real estate planning across North America and globally. The ideal candidate will bring analytical rigor, strong client relationship skills, and a proactive approach to process improvement and automation.

Requirements

Bachelor’s Degree in Business, Finance, Economics, or related field with strong academic achievement
Minimum 4 years of applicable experience with strong financial, analytical, and reporting skills
Strong proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Teams, Outlook), CoStar, and ability to master proprietary database programs
Experience with or aptitude for Power BI or similar data visualization tools
Exceptional attention to detail, organization, and ability to manage competing priorities
Strong verbal and written communication skills; ability to present clearly to executive audiences
Ability to work independently and collaboratively across a diverse, global team
Demonstrates poise, professionalism, and sound judgment in client-facing settings
Willingness to take on new challenges, responsibilities, and assignments
Candidates must be authorized to work in the United States without sponsorship.

Nice To Haves

Real estate brokerage or salesperson’s license desired
Understanding of commercial real estate, lease terminology, and basic building systems knowledge (to be demonstrated by small project which may be assigned)

Responsibilities

Prepare and track data within client-facing reports, presentations, analyses, BI galleries, and Performance Scorecards
Manage the Transaction Management Project Tracking tool and associated data tracking programs to ensure data integrity
Forecast, track, and reconcile transaction status, commission revenue, balancing payment status, and savings data in web-based applications
Support the Global TM Lead on year-end reporting, NA TM Meetings, QBRs, MBRs, and ad hoc requests
Collaborate with client and JLL finance teams to assist with commission and balancing payment forecasting and year-end reconciliations
Prepare commission invoices and client invoices for all North America transactions
Oversee annual Mark to Market global updates, reviews, and presentations
Update and manage CBAs and process documents in SharePoint and client audit
(Potential to) Co-lead small transactions with limited oversight
Work directly with clients, brokers, and team members to resolve financial, transaction, strategy, and landlord challenges
Support and/or lead global meetings and training initiatives
Actively contribute to process, reporting, and governance improvement opportunities including automation
Proactively partner with JLL functional teams to drive portfolio reviews, ensure timely response to client requests, and facilitate data collection for accurate reporting.
Participate in cross-functional meetings and demonstrate strong stakeholder follow-up.
Take active ownership of analytical and reporting tools. Identify, propose, and implement data visualization and process automation solutions.
Enhance REPM and TM SharePoint resource libraries.
Demonstrate thorough understanding of source data and reporting tools.
Prepare high-quality presentations using JLL standards and graphic templates, integrating data-driven insights and clear recommendations.
Contribute meaningfully to NA Project Reviews, QBRs, MBRs, and weekly team forums.
Gather, validate, and analyze portfolio data of varying asset/space types, financial requirements, occupancy/lease information, and market trends.
Analyze portfolio optimization scenarios and business cases grounded in factual assumptions and consistent methodologies, and support any adhoc internal and client-driven analytical tasks.
Foster professional communication with client contacts.
Proactively relay findings, recommendations, and market insights.
Build trusted advisor relationships through consistent engagement.
Produce complete and timely reports including Asset Plan of Record, NA Site Books, Mark to Market, and all governance and performance reporting for Transaction Management and Real Estate Portfolio Management.
Ensure integrity and traceability of data sources.
Show initiative and pursue continuous improvement without prompt.
Demonstrate intellectual curiosity and independence.
Recognize and respond positively to feedback from senior colleagues.