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Financial Analyst, Brokerage

Job in Walnut Creek, Contra Costa County, California, 94598, USA
Listing for: JLL
Full Time position
Listed on 2025-12-22
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant
Job Description & How to Apply Below

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.

Location

Walnut Creek, CA

Responsibilities
  • Prepare offering materials for new or existing assignments and pursuits utilizing effective work‑planning capabilities.
  • Create sophisticated Excel‑based analytical tools including macro‑enabled financial models, running ad‑hoc financial analysis.
  • Assist with the preparations of presentation and pitch materials for new business pursuits.
  • Gather and evaluate economic, demographic, and real‑estate market data for input into client deliverables and valuation models.
  • Read and review real‑estate documents (i.e., leases, operating expense statements, environmental and engineering reports, appraisals, etc.) and prepare abstract reports for clients and prospective clients.
  • Point of contact for tracking, management, reporting.
  • Review and analyze client’s quantitative portfolio data, legal documents, and other material as part of project due diligence process.
Qualifications / Attributes
  • Bachelor’s degree in finance, real estate, business, economics, or related field with a record of high academic achievement (strong GPA)
  • 0‑3+ years in commercial real estate, or related industry
  • Real‑estate brokerage or salespersons license preferred
  • Advanced computer skills, specifically Microsoft Office Suite (including Excel, Word, PowerPoint, and Outlook), CoStar, and the ability to master company‑specific database programs
  • Strong financial, analytical, and reporting skills, with the ability to analyze qualitative and quantitative information
  • Excellent organization, attention to detail, time management skills, and ability to multi‑task
  • Self‑starter, capable of maintaining a high energy level and being a team player
  • Well‑developed verbal and written communications and presentation skills
  • Ability to build relationships, interact effectively with various business units / clients, and work successfully under pressure
  • Project management capabilities, including multi‑tasking, prioritization, deadline management, and the ability to work both independently & with a team
  • Willingness to take on new challenges, responsibilities, assignments & to work within a diverse, collaborative, and driven professional environment

This position does not provide visa sponsorship. Candidates must be authorized to work in the United States without employer sponsorship.

Estimated Compensation

80,000.00 – 90,000.00 USD per year

This range is an estimate and actual compensation may differ. Final compensation packages are determined by various considerations including but not limited to candidate qualifications, location, market conditions, and internal considerations.

Location (On‑site)

Walnut Creek, CA

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!

Personalized Benefits
  • 401(k) plan with matching company contributions
  • Comprehensive Medical, Dental & Vision Care
  • Paid parental leave at 100% of salary
  • Paid Time Off and Company Holidays
  • Early access to earned wages through Daily Pay

At JLL, we harness the power of artificial intelligence (AI) to efficiently accelerate meaningful connections between candidates and opportunities. Using AI capabilities, we analyze your application for relevant skills, experiences, and qualifications to generate valuable insights about how your unique profile aligns with the specific requirements of the role you’re pursuing.

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