Debt Management System Analyst – Quality & Data

JLL; Charlotte (NC); On-site; USD 90,000 - 120,000; Full time

Job summary

JLL is seeking a DMS Analyst – Quality & Data to own end-to-end validation of new features, testing against criteria, and surfacing defects before clients. You will support data integrity and system configuration, working with product, engineering, and client success to deepen knowledge of debt structures and financial modeling.

Ideal candidates are analytical, detail-oriented finance/accounting professionals with SaaS experience, familiar with CRE debt concepts, Salesforce, and Azure

Qualifications

• Background in finance, real estate, accounting or related analytical discipline.
• Ability to read and reconstruct financial calculations independently (Excel cashflow scheduling).
• Strong attention to detail and methodical approach to discrepancies or unexpected behavior.
• Clear written communication to describe defects, data issues, or test results.
• Organized and self-directed; able to manage a test cycle with limited supervision.
• Familiarity with CRE debt concepts and data tools (optional).

Responsibilities

• Review and validate new features and changes against Acceptance Criteria in Azure DevOps prior to production release.
• Execute functional, exploratory, and regression testing across DMS in a dedicated test environment.
• Replicate loan calculations from first principles to confirm accuracy.
• Log defects and test results in ADO for engineering triage and PM visibility.
• Validate UI changes and permissions across user profiles and data scenarios.
• Assist with release readiness reviews and sign-off on tested features.
• Maintain data records across loans, investments, funds and properties.
• Review and investigate report discrepancies flagged by teams or clients.
• Assist with change management communications for new releases.

Skills

Attention to detail

Finance knowledge

Financial modeling

Written communication

Organizational skills

Spreadsheet proficiency

Salesforce familiarity

Azure DevOps familiarity

Jira familiarity

Education

Finance/Real Estate/Accounting degree

Tools

Salesforce

Azure DevOps

Jira

Job description

The Debt Management System (DMS) is a SaaS platform that serves institutional borrowers and lenders in the commercial real estate debt market. It manages loan data, financial calculations, covenant monitoring, and reporting across complex CRE debt structures.

As a DMS Analyst – Quality & Data, you will own end-to-end validation of new features and system changes — testing against defined Acceptance Criteria, surfacing defects, and ensuring calculations are accurate from first principles before they reach clients. Alongside this, you will support data integrity and system configuration tasks that keep the platform running cleanly day to day.

This is an excellent opportunity for a finance, real estate, or accounting professional who is analytical, detail-oriented, and technically capable, and who wants to deepen their understanding of sophisticated debt structures, hedging instruments, and financial modeling in a product-driven environment. You will work directly alongside product management, engineering, and client success teams and will receive hands‑on training in advanced topics including cashflow modeling, AI development, and derivative valuations.

Key Responsibilities

Quality Assurance & Feature Validation

• Review and validate new features and system changes against Acceptance Criteria defined in Azure DevOps (ADO) prior to production release
• Execute functional, exploratory, and regression testing across DMS in a dedicated test environment, covering calculations, data workflows, navigation, and usability
• Independently replicate system calculations — including loan cashflows, covenant metrics, and effective interest rates — from first principles to confirm accuracy
• Log defects, test results, and observations directly in ADO with sufficient detail for engineering triage; ensure visibility for Product Management
• Validate that UI changes, page layouts, and permission configurations behave correctly across relevant user profiles and data scenarios
• Assist with release readiness reviews and provide a structured sign-off on tested features

Data Integrity & System Maintenance

• Maintain and validate data records across loans, investments, funds, and properties, ensuring configurations are applied correctly and flagging inconsistencies
• Review and reconcile client-facing data reports, focusing on loan balances, hedge activity, effective interest rates, and related financial metrics
• Maintain field mappings used to load financial information from client templates
• Modify UI page layouts to support new features or evolving client data needs
• Provision new feature access across user groups and profiles as releases are deployed
• Add new property financial field mappings as new data types or asset classes are introduced
• Validate system data accuracy on an ongoing basis as the platform evolves
• Review and investigate report discrepancies flagged by internal teams or clients
• Assist with change management communications and materials related to new releases

Required

• Background in finance, real estate, accounting, or a related analytical discipline
• Ability to read and reconstruct financial calculations independently — if given a loan term sheet, you can build the cashflow schedule in Excel without being walked through it step by step
• Strong attention to detail and a methodical approach to identifying discrepancies or unexpected behavior
• Comfort working with structured data in spreadsheets; able to spot errors, trace formulas, and reconcile outputs
• Clear written communication — you can describe a defect, a data issue, or a test result in a way that is unambiguous and actionable
• Organized and self-directed; able to manage a test cycle against defined criteria with limited supervision

Preferred

• Familiarity with CRE debt concepts: loan structures, covenants, LTV/DSCR/debt yield metrics, floating rate mechanics
• Experience with or exposure to Salesforce as an end user or administrator
• Experience using Azure DevOps, Jira, or similar tools for issue tracking
• Understanding of interest rate hedging products (caps, swaps) at a conceptual level
• Prior involvement in software testing, UAT, or data validation in a financial or real estate context

What You'll Learn

This role is explicitly structured to develop your technical finance skills and cross-functional collaboration. Working alongside product, engineering, and quant professionals, you can expect to build expertise in:

• Loan structuring and complex cashflow modeling across CRE debt structures
• AI-based development methods and their application in financial software workflows
• Interest rate cap and swap valuation mechanics
• Covenant calculation methodologies (ICR, LTV, debt yield) across CRE loan structures
• Salesforce platform administration concepts including profiles, permissions, and page layout configuration