Investor Portfolio Analyst

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 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.