Business Analyst, Investor Services

JLL; Charlotte (NC); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

401(k) plan

Comprehensive Medical, Dental & Vision

Paid parental leave

Paid Time Off

Daily Pay

Job summary

JLL in Charlotte, NC is seeking a Business Analyst for the National Property & Development Services Investor Team to turn portfolio data into strategic insights. You will support multi-market capital planning, executive-ready reports, and revenue-tracking processes across asset types nationwide.

This role emphasizes analytical rigor, cross-functional collaboration, and stakeholder management. The position is on-site in Charlotte with a team-focused, growth-oriented environment.

Qualifications

• Bachelor's degree in Business, Real Estate, Finance, Communications, or related field.
• 5+ years in business analysis, operations, or client coordination within CRE/financial services.
• Advanced proficiency with Excel and PowerPoint; experience with Power BI or Tableau.
• CRM platforms (Salesforce preferred) and multi-system reporting experience.
• Strong analytical capabilities with ability to manage multiple priorities and deliver executive reports.

Responsibilities

• Analyze institutional investor portfolios to identify white space opportunities across asset types and markets.
• Build and maintain capital execution pipeline tracking with cross-market coordination.
• Generate business intelligence reports for current and target investor clients.
• Manage revenue tracking processes with proper coding and documentation with JBS teams.
• Coordinate contract follow-up with Legal and schedule meetings with stakeholders.
• Support with SharePoint resources, training materials, and onboarding processes.

Skills

Advanced Excel

Power BI/Tableau

CRM Salesforce

Strong communication

Analytical skills

Education

Bachelor's degree in Business/Real Estate/Finance/Communications

Tools

Salesforce

SharePoint

Job description

JLL empowers you to shape a brighter way.

Our people at JLL 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 peopleand empowering them tothrive, 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.

Business Analyst, Investor Services - JLL

What this job involves:

As a Business Analyst for our National Property & Development Services (PDS) Investor Team, you'll be at the center of strategic intelligence and operational excellence for institutional investor clients. You'll transform complex portfolio data into actionable insights that drive capital planning decisions across industrial, office, retail, and medical office assets nationwide. This role combines analytical rigor with business acumen-organizing market intelligence, tracking multi-million dollar capital execution pipelines, and producing executive-level reporting that shapes both client conversations and internal growth strategy. If you thrive on connecting the dots across markets, love turning data into opportunity, and want to support high-impact investor relationships at a global scale, this is your chance to make a measurable difference.

What your day-to-day will look like:

• Analyze institutional investor portfolios to identify white space opportunities where JLL's full suite of services can create additional value for clients across multiple asset types and markets
• Build and maintain comprehensive capital execution pipeline tracking, ensuring accuracy and consistency across all markets while coordinating updates with local market leaders and third-party teams
• Generate regular business intelligence reports for current and target investor clients, translating complex data into clear insights suitable for both client-facing presentations and internal strategy discussions
• Manage revenue tracking processes including opportunity input, conversion tracking, and work authorization completion in partnership with JBS teams to ensure proper coding and documentation
• Coordinate cross-functional activities including contract follow-up with Legal, meeting scheduling with stakeholders, and collaboration with sales enablement teams to track open engagements
• Support team operations by maintaining SharePoint resources, updating marketing and training materials, compiling case studies, and assisting with new employee onboarding and systems training
• Serve as a liaison between the national platform and local market leaders, building working relationships and ensuring seamless communication of pipeline status and growth opportunities

Required Qualifications:

• Bachelor's degree in Business, Real Estate, Finance, Communications, or related field
• Minimun of 5 years of experience in business analysis, operations management, or client-facing coordination within commercial real estate, financial services, or professional services
• Advanced proficiency with Microsoft Office Suite (Excel, PowerPoint) and experience with business intelligence tools such as Power BI or Tableau
• Demonstrated experience with CRM platforms (Salesforce preferred) and comfort learning multiple internal systems for pipeline tracking and reporting
• Strong analytical capabilities with proven ability to organize complex portfolio data and produce executive-level reports and presentations
• Exceptional attention to detail with demonstrated ability to manage competing priorities across multiple stakeholders, markets, and timelines simultaneously
• Excellent written and verbal communication skills with experience presenting to senior leadership and cross-functional teams

Preferred Qualifications:

• Prior experience in commercial real estate operations, capital markets, or investor services
• Familiarity with property types including industrial, office, retail, and medical office assets
• Experience supporting national or multi-market teams and coordinating across geographic regions
• Knowledge of capital planning strategies and real estate portfolio management concepts
• Project management experience or certification (PMP, CAPM)
• Experience with SharePoint administration and knowledge management systems
• Background in revenue operations, sales operations, or business development support functions

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

Expected compensation for this position:

70,000.00 - 100,000.00 USD per year

Final compensation packages are determined by various considerations including but not limited to candidate qualifications, location, market conditions, and internal considerations.

Location:

On-site -Charlotte, NC, Chicago, IL

Personalized benefits that support personal well-being and growth:

JLL recognizes the impact that the workplace can have on your wellness, so we offer a supportive culture and comprehensive benefits package that prioritizes mental, physical and emotional health. Some of these benefits include:

• 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'repursuing.

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For candidates in the United States, please see a full copy of our Equal Employment Opportunity 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 email us at [e-mail]. 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.

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Pursuant to Columbia, SC ordinance, this position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be considered and will not automatically disqualify the candidate.

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Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.