Portfolio Strategy and Transactions Financial Analyst

6 days ago

San Jose, United States JLL Full time

JLL empowers you to shape a brighter way . Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. The role is part of a dedicated JLL team that works with one of our most dynamic & fast-growing Clients in the technology sector. JLL partners with the Client to deliver a wide range of corporate real estate services. Portfolio Strategy supports the Client with strategic decisions with regards to their corporate real estate office portfolio. It is a very dynamic function, as we work closely with multiple stakeholders from various parts of the organisation across the globe. We collect inputs and data from multiple sources, analyse and ultimately produce the strategic recommendations to our Client. The analyst will join the GREF Finance team to support with data gathering, validation and analysis required for our strategy and transaction recommendations. The analyst will work collaboratively with the Portfolio Strategy and Transaction Management teams, whilst also frequently engaging with the other real estate functions, such as Occupancy Planning and Design & Construction. The analyst will mainly be responsible for undertaking financial analysis and portfolio strategy analysis to support strategy papers, and also deliver workbooks to support spend approval documents. Additionally, the analyst will support development of new tools, reports and processes for the team. What this job involves: Gathering, evaluating and validating real estate data, ensuring correctness and completeness Engaging and cooperating with various internal teams to collect portfolio information, data and relevant metrics Undertaking financial analysis to support key strategic decisions, including cashflow, NPV and P&L modelling Preparing scenario analysis and other portfolio strategy analysis to support the production of strategy papers Working closely with the Transactions Management team to produce financial workbooks for internal real estate spend approvals Developing new tools, processes and reports, to ensure we are consistently improving the quality of our analysis and deliverables to the Client Preparing Client-facing documentation, including Excel reports and PowerPoint presentations. Every day is different, and in all these activities, we’d encourage you to show your ingenuity. Sound like you? To apply you need to be / have: Fluent in English A Bachelor’s degree, with a focus in Real Estate, Economics or Finance desired 4+ years of work experience (real estate industry experience is not necessary, but it will be a plus) Proficient in MS Excel, Word, and PowerPoint (Essential). Power BI, Smartsheets and Tableau proficiency is a plus Experience in financial modelling in excel Strong communication skills and experience in stakeholder engagement and management Creative, but also highly analytical, pragmatic and detail oriented Curious mindset, eager to learn, with the ability to see the big picture and think outside the box Team oriented, enthusiastic about working collaboratively with other team members to achieve the best outcomes What you can expect from us You’ll join an entrepreneurial, inclusive culture. One where we succeed together, across the desk and around the globe. Where like-minded people work naturally together to achieve great things. Our Total Rewards program reflects our commitment to helping you achieve your ambitions in career, recognition, wellbeing, benefits and pay. Join us to develop your strengths and enjoy a fulfilling career full of varied experiences. Keep those ambitions in sights and imagine where JLL can take you... JLL is an Equal Opportunities Employer and encourages applications from all sections of the community . Apply today Location: On-site –San Jose,CRI Job Tags: GREF If this job description resonates with you, we encourage you to apply, even if you don’t meet all the requirements. We’re interested in getting to know you and what you bring to the table JLL Privacy Notice Jones Lang LaSalle (JLL), together with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services. We take our responsibility to protect the personal information provided to us seriously. Generally the personal information we collect from you are for the purposes of processing in connection with JLL’s recruitment process. We endeavour to keep your personal information secure with appropriate level of security and keep for as long as we need it for legitimate business or legal reasons. We will then delete it safely and securely. For more information about how JLL processes your personal data, please view our Candidate Privacy Statement . For additional details please see our career site pages for each country. For candidates in the United States, please see a full copy of our Equal Employment Opportunity and Affirmative Action policy here . Jones Lang LaSalle (“JLL”) is an Equal Opportunity Employer and is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process – including the online application and/or overall selection process – you may contact us at Accommodation Requests . This email is only to request an accommodation. Please direct any other general recruiting inquiries to our Contact Us page > I want to work for JLL. #J-18808-Ljbffr

  • Portfolio Strategy and Transactions Financial Analyst

    4 days ago

    San Jose, California, United States JLL Full time

    About the RoleJLL is a leading global provider of real estate and investment management services. We are seeking a highly skilled Financial Analyst to join our Portfolio Strategy and Transactions team.Key ResponsibilitiesGather, evaluate, and validate real estate data to ensure correctness and completeness.Engage and cooperate with various internal teams to...

  • **Director of Financial Strategy and Portfolio Management**

    5 days ago

    San Mateo, California, United States Visa Full time

    About the RoleVisa is seeking a highly skilled and experienced leader to join our Finance Systems Strategy (FSS) team as the Director of Financial Strategy and Portfolio Management. This is a key role that will play a critical part in shaping the future of our finance function and driving business growth.Key ResponsibilitiesTranslate finance vision into a...

  • Financial Strategy Advisor

    1 week ago

    San Antonio, Texas, United States Raymond James Financial Incorporated Full time

    Position Overview: In this role, you will operate under minimal supervision, leveraging specialized expertise and skills acquired through experience and training to provide valuable insights to Financial Advisors and their clientele on comprehensive financial planning matters. This may encompass areas such as portfolio structuring, tax advisory, retirement...

  • Analyst, Divestiture and Portfolio Strategy

    2 weeks ago

    San Diego, United States EDF Renewables North America Full time

    Scope of Position EDF Renewables North America is a market-leading independent power producer and service provider with over 35 years of experience. We deliver grid-scale power: wind (onshore and offshore), solar photovoltaic, and storage projects; distribution-scale power: solar and storage; asset optimization: technical, operational, and commercial...

  • Associate Portfolio Manager

    4 days ago

    San Francisco, California, United States State Teachers' Retirement System Full time

    Job SummaryThis is an exciting opportunity to join the State Teachers' Retirement System as an Associate Portfolio Manager. As a key member of the Private Equity team, you will play a critical role in supporting the Portfolio Managers of Direct Investments on all investment activity.Key ResponsibilitiesTransaction Management & Portfolio OversightPerform due...

  • Analyst, Divestiture and Portfolio Strategy

    2 weeks ago

    San Diego, United States EDF Renewables North America Full time

    Scope of Position EDF Renewables North America is a market-leading independent power producer and service provider with over 35 years of experience. We deliver grid-scale power: wind (onshore and offshore), solar photovoltaic, and storage projects; distribution-scale power: solar and storage; asset optimization: technical, operational, and commercial...

  • Financial Operations and Portfolio Analyst

    2 weeks ago

    San Francisco, California, United States Activate Capital Full time

    About Activate CapitalFounded in 2017, Activate Capital is a dynamic venture capital firm dedicated to addressing climate change and sustainability challenges. Based in San Francisco, our firm is led by seasoned professionals with extensive experience in the investment sector. We focus on supporting innovative companies that are pivotal in the transition...

  • Financial Operations and Portfolio Analyst

    2 weeks ago

    San Francisco, California, United States Activate Capital Full time

    About Activate CapitalFounded in 2017, Activate Capital is a growth-stage venture capital firm dedicated to addressing climate change and promoting sustainability. Based in San Francisco, our team is led by experienced founders with over 25 years in the industry, having worked with notable firms such as DFJ, TPG, Virgin Green Fund, and Element Partners. We...

  • Financial Operations and Portfolio Analyst

    2 weeks ago

    San Francisco, California, United States Activate Capital Full time

    About Activate CapitalActivate Capital, established in 2017, is a dynamic venture capital firm based in San Francisco, dedicated to climate and sustainability initiatives. With a leadership team boasting over 25 years of experience from renowned firms such as DFJ, TPG, Virgin Green Fund, and Element Partners, we focus on investing in companies that tackle...

  • Financial Operations and Portfolio Analyst

    2 weeks ago

    San Francisco, California, United States Activate Capital Full time

    About Activate CapitalFounded in 2017, Activate Capital is a growth-oriented venture capital firm dedicated to addressing climate change and promoting sustainability. Based in San Francisco, our firm is led by experienced founders with over 25 years in the industry, having worked with renowned firms such as DFJ, TPG, Virgin Green Fund, and Element Partners....

  • Lead Financial Portfolio Analyst

    4 weeks ago

    San Francisco, United States Penn Foster Inc Full time

    The Lead Financial Portfolio Analyst is a critical member of the Psychiatry Financial Services Team and plays a crucial role in the overall successful support and management of funding for the Faculty & Principal Investigators (PIs) within the Department of Psychiatry and the successful project manager and directional support for finance team members. The...

  • Financial Portfolio Analyst

    1 week ago

    San Diego, California, United States Chandler Asset Management Full time

    About UsChandler Asset Management is a distinguished, employee-owned financial services firm specializing in the management of taxable fixed income portfolios tailored to meet the specific needs of our institutional clients. With over $35 billion in assets under management, we are committed to the principles of value creation and risk management through...

  • Senior Real Estate Financial Analyst

    1 week ago

    San Francisco, California, United States OpenAI Full time

    About the Team The Real Estate and Workplace Services team at OpenAI is essential in designing and maintaining the physical environments that drive our innovation and growth. This team ensures our facilities align with our dynamic business objectives. We manage daily operations, optimize workspace designs, and oversee leasing and planning for our global real...

  • Lead Financial Analyst, Strategy

    15 hours ago

    San Diego, United States Intuit Full time

    Overview Come join Intuit as a Lead Financial Analyst! Intuit’s Consumer Group (CG) combines the power of TurboTax and Credit Karma, providing tax preparation for individuals and businesses along with a marketplace of financial products. The Financial Planning and Analysis (FP&A) team at Consumer Group is responsible for strategic financial planning,...

  • Senior Financial Analyst

    2 weeks ago

    San Jose, California, United States Alpha Consulting Full time

    Position: Senior Financial AnalystKey Responsibilities:Engage in the development of annual ERP system strategies, conducting both formal and informal evaluations of current systems while ensuring timely and professional communication of any modifications or updates.This role will concentrate on projects and significant enhancements across various financial...

  • Financial Analyst

    5 months ago

    San Jose, United States Demo160: Core Template TEMC Full time

    Overview: We are looking for a Financial Analyst to provide accurate and data based information on companys profitability, solvency, stability and liquidity. You will research and analyze financial information to help company make well informed decisions, write reports and monitor financial movements. Responsibilities: Consolidate and analyze financial data...

  • Financial Analyst

    5 days ago

    San Jose, United States Software Guidance and Assistance, Inc. Full time

    Software Guidance & Assistance, Inc., (SGA), is searching for a Financial Analyst for a Contract ssignment with one of our premier SaaS clients in San Jose, CA or Seattle, WA. Responsibilities : Own financial business cases and scenario analysis to support the Channel RTM, ensuring financial rigor when exploring opportunities for Adobe. Advise...

  • Junior Financial Analyst

    1 month ago

    San Jose, United States augmentjobs Full time

    Job DescriptionJob DescriptionJob Summary:As a Junior Financial Analyst in Financial Operations and Risk, you will support the finance team in analyzing financial data, assessing financial risks, and ensuring smooth financial operations. You will work closely with senior analysts and managers to provide insights that drive strategic decisions and maintain...

  • Insurance Transaction Reviewer

    6 days ago

    San Francisco, California, United States Stifel Financial Corp. Full time

    Job SummaryWe are seeking a highly detail-oriented Trade Review Associate to join our team at Stifel Financial Corp. The successful candidate will be responsible for verifying the licensure and registration of Financial Advisors, reviewing insurance transactions, and providing exceptional customer service.Key ResponsibilitiesTransaction Review: Perform...

  • Financial Analysis Manager

    3 days ago

    San Jose, California, United States Micron Memory Malaysia Sdn Bhd Full time

    About the RoleWe are seeking a highly skilled Financial Analysis Manager to join our team at Micron Memory Malaysia Sdn Bhd. As a key member of our finance team, you will play a critical role in supporting the business unit with financial leadership and control in evaluating and executing long-term business strategies.Key ResponsibilitiesFinancial...