Transaction Analyst

Jobtailor; Illinois; On-site; USD 60,000 - 90,000; Full time

Job summary

Jobtailor in the United States (Illinois) seeks a junior-level real estate investment analyst to develop financial models, perform market research, and prepare investment materials. You will support due diligence and coordinate with legal and capital markets teams.

The role requires 1–3 years CRE experience, a PA Real Estate Salesperson license or in pursuit within 6 months, and strong Excel skills. Excellent communication and attention to detail are essential.

Qualifications

• Bachelor’s degree in finance, Real Estate, Economics, or related field.
• 1–3 years of experience in commercial real estate, investment banking, or financial analysis.
• PA Real Estate Salesperson License is necessary for this role; if needed, it must be obtained within 6 months.
• Advanced proficiency in Microsoft Excel and financial modeling.
• Strong analytical and quantitative skills with attention to detail.
• Excellent written and verbal communication abilities.
• Knowledge of commercial real estate fundamentals and investment principles.
• Candidates must be authorized to work in the United States without sponsorship.

Responsibilities

• Develop comprehensive financial models and investment analysis for potential acquisitions, dispositions, and refinancing opportunities
• Conduct detailed market research and competitive analysis to support transaction recommendations and client presentations
• Prepare offering memoranda, investment summaries, and presentation materials for client meetings and marketing efforts
• Coordinate due diligence processes, including document review, site inspections, and third-party report analysis
• Support senior team members in client communications and transaction negotiations
• Maintain and update transaction databases, pipeline reports, and market intelligence systems
• Collaborate with legal, property management, and capital markets professionals
• Execute small-scale and clearly defined transaction paths including renewals, subleases, and terminations

Skills

Financial Modeling

Investment Analysis

Commercial Real Estate

Market Research

Attention to Detail

Written Communication

Verbal Communication

Education

Bachelor’s degree in finance, Real Estate, Economics, or related field

Tools

Microsoft Excel

Transaction Databases

Market Intelligence Systems

Job description

• Develop comprehensive financial models and investment analysis for potential acquisitions, dispositions, and refinancing opportunities


• Conduct detailed market research and competitive analysis to support transaction recommendations and client presentations


• Prepare offering memoranda, investment summaries, and presentation materials for client meetings and marketing efforts


• Coordinate due diligence processes, including document review, site inspections, and third-party report analysis


• Support senior team members in client communications and transaction negotiations


• Maintain and update transaction databases, pipeline reports, and market intelligence systems


• Collaborate with legal, property management, and capital markets professionals


• Execute small-scale and clearly defined transaction paths including renewals, subleases, and terminations

Requirements

• Bachelor’s degree in finance, Real Estate, Economics, or related field


• 1-3 years of experience in commercial real estate, investment banking, or financial analysis


• Having a PA Real Estate Salesperson License is necessary for this role; if needed, it must be obtained within 6 months


• Advanced proficiency in Microsoft Excel and financial modeling


• Strong analytical and quantitative skills with attention to detail


• Excellent written and verbal communication abilities


• Knowledge of commercial real estate fundamentals and investment principles


• Candidates must be authorized to work in the United States without sponsorship

Core Competencies

Demonstrates expertise in financial modeling and investment analysis within the commercial real estate sector, supported by strong analytical skills and effective communication abilities. Proficient in coordinating due diligence processes and collaborating with various professionals to facilitate successful transactions.

Highest-signal resume keywords

• Financial Modeling


• Commercial Real Estate


• Investment Analysis


• Microsoft Excel


• PA Real Estate Salesperson License

Hard Skills

• Financial Modeling


• Investment Analysis


• Market Research


• Quantitative Analysis


• Transaction Coordination

Soft Skills

• Attention to Detail


• Written Communication


• Verbal Communication

Certifications & Qualifications

• PA Real Estate Salesperson License

Industry Keywords

• Commercial Real Estate


• Investment Banking


• Financial Analysis


• Due Diligence


• Client Presentations

Tools & Technologies

• Transaction Databases


• Market Intelligence Systems