Real Estate Investment Banking Analyst

Jones Lang LaSalle Incorporated; Los Angeles (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

JLL Real Estate Investment Banking in Los Angeles seeks an Analyst to support the Equity Advisory and real estate capital-raising efforts across property sectors. The role functions as an information hub and collaborates with teams to drive client engagements, development of financial models, and preparation of investor materials.

You will gain exposure to multifamily, industrial, office, retail, and data center projects while learning equity transaction structures and market trends.

Qualifications

• Bachelor's degree in Real Estate, Finance, Economics or related discipline.
• FINRA SIE, Series 7 and Series 63 certifications to be completed within six months of employment.
• Proficient with Microsoft Office; Excel and Argus capabilities preferred.

Responsibilities

• Support Equity Advisory and capital raising transactions for real estate clients.
• Prepare and organize client presentations and market materials.
• Perform financial modeling and sensitivity analyses in Excel/Argus.
• Coordinate information flow and data accuracy across CRM and teams.
• Assist with due diligence materials and client updates.
• Engage with clients in meetings and conference calls; track market trends.

Skills

Analytical thinking

Communication

Team collaboration

Attention to detail

SIE/Series 7/63 knowledge

Education

Bachelor's degree in Real Estate/Finance/Economics

Tools

Excel

Argus

Job description

JLL Real Estate Investment Banking is seeking an Analyst to join its team in Los Angeles. The selected candidate will (i) support the firm’s top-ranked Real Estate Investment Banking and Equity Advisory business lines and serve as a key information nexus across the firm’s production in the Americas, (ii) have an opportunity to work with the industry’s premier real estate firms on institutional capital raising and advisory engagements across all property sectors and strategies, and (iii) develop an in-depth understanding of the real estate investment management industry.

In 2024, JLL’s top-ranked Equity Advisory platform completed over 178 transactions in the United States totaling approximately $7.0 billion in equity volume. This exciting and unique opportunity offers candidates the ability to gain significant investment banking, placement agent and real estate experience through exposure to a wide variety of property sectors, transaction structures and geographies.

JLL’s Los Angeles-based Real Estate Investment Banking team is focused on real estate capital raising and advisory services. We are dedicated to:

• Raising primary and secondary capital for open-ended and closed-end real estate funds and separate accounts from institutional investors globally
• Creating joint venture partnerships by accessing project-specific, programmatic and entity-level equity capital for real estate clients
• Providing financial advisory services to real estate companies and institutional global investors for various strategic assignments

Since its formation in 2004, JLL Real Estate Investment Banking has represented commingled funds that have raised over $27 billion of discretionary capital from over 160 different institutional capital sources. Clients are best-in-class investment managers, representing a range of strategies and asset classes.

Position Description:

The analyst will be an integral part of the JLL Securities team in Los Angeles serving as the primary support and information steward for the firm-wide Equity Advisory business line, while supporting the execution of client engagements.

The successful candidate will gain exposure to a wide variety of property sectors including multifamily, industrial, hospitality, office, retail, data centers, single-family rentals, manufactured housing, while also attaining fluency in all equity transaction structures including closed and open-ended funds, separate accounts, joint ventures, mezzanine debt, preferred equity and entity-level capital.

The analyst will have the opportunity to work with clients on transactions across global markets in North America, Europe and Asia.

In addition to working on the JLL Real Estate Investment Banking team, the role is also part of JLL Capital Markets’ community of analysts and researchers who track business information across the firm’s other major business lines (debt placement and investment sales & advisory). Specific responsibilities will include:

• Reviewing and abstracting all equity transactions closed by JLL and ensuring data accuracy in JLL’s proprietary CRM system
• Organizing firm-wide calls to review Equity Advisory business activity
• Assisting with the preparation and production of presentations and marketing materials
• Performing financial modeling and spreadsheet analysis in Excel and Argus
• Organizing and preparing investor due diligence materials
• Preparing regular client update reports
• Interfacing with clients in meetings and video conferences
• Researching capital markets and institutional investor trends
• Other duties as required

Position Requirements:

• Self-motivated, team-oriented and coachable, with strong time management skills to prioritize deadlines and work on multiple projects simultaneously
• Excellent organizational, interpersonal and verbal/written communication skills; ability and desire to interface with top-level executives
• Research, analytical and problem-solving skills, as well as an appreciation for thoroughness and details
• Curiosity and passion for capital markets and real estate; desire to learn about markets and trends impacting global capital markets and the real estate industry
• FINRA Securities Industry Essentials (SIE), Series 7 and Series 63 certified (to be completed before or during the first six months of employment)

Education:

• Outstanding academic credentials; Bachelor's Degree in Real Estate, Finance, Accounting, Economics or related discipline (or an equivalent combination of education and work experience)

Technical Skills & Knowledge

• Proficient in or working knowledge of the Microsoft Office Suite

Compensation

The range shown below is an estimated base salary. This position also qualifies for an additional discretionary bonus.