Senior Associate, Transaction Management / Strategy

JLL | Global Transaction Management & REPM

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 people and empowering them to thrive, 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.

Position Overview

JLL is seeking a Transaction Management and Strategy Senior Analyst to support our dedicated account team. This role is central to account governance, reporting, and strategic real estate planning across North America and globally. The ideal candidate will bring analytical rigor, strong client relationship skills, and a proactive approach to process improvement and automation.

Position Details

Job Title: Transaction Management / Strategy Sr. Analyst

Team: Global Transaction Management / Strategy (REPM)

Location: Cincinnati, OH | Dallas, TX

Reports To: Global TM SME / Americas RE Lead

Role Split: 75% Global TM Governance | 25% REPM NA & Global Strategy

Employment Type: Full-Time

Experience Required: Minimum 4 years of applicable experience

Role Responsibilities

• Prepare and track data within client-facing reports, presentations, analyses, BI galleries, and Performance Scorecards
• Manage the Transaction Management Project Tracking tool and associated data tracking programs to ensure data integrity
• Forecast, track, and reconcile transaction status, commission revenue, balancing payment status, and savings data in web-based applications
• Support the Global TM Lead on year-end reporting, NA TM Meetings, QBRs, MBRs, and ad hoc requests
• Collaborate with client and JLL finance teams to assist with commission and balancing payment forecasting and year-end reconciliations
• Prepare commission invoices and client invoices for all North America transactions
• Oversee annual Mark to Market global updates, reviews, and presentations
• Update and manage CBAs and process documents in SharePoint and client audit
• (Potential to) Co-lead small transactions with limited oversight
• Work directly with clients, brokers, and team members to resolve financial, transaction, strategy, and landlord challenges
• Support and/or lead global meetings and training initiatives
• Actively contribute to process, reporting, and governance improvement opportunities including automation

Key Skills & Performance Areas

The following competencies are drawn from the role requirements and will form the basis of performance evaluation:

Performance Area: Collaborative Engagement

Key Skill / Responsibility: Proactively partner with JLL functional teams to drive portfolio reviews, ensure timely response to client requests, and facilitate data collection for accurate reporting. Participate in cross-functional meetings and demonstrate strong stakeholder follow-up.

Performance Area: Tools & Innovations

Key Skill / Responsibility: Take active ownership of analytical and reporting tools. Identify, propose, and implement data visualization and process automation solutions. Enhance REPM and TM SharePoint resource libraries. Demonstrate thorough understanding of source data and reporting tools.

Performance Area: Presentation & Meetings

Key Skill / Responsibility: Prepare high-quality presentations using JLL standards and graphic templates, integrating data-driven insights and clear recommendations. Contribute meaningfully to NA Project Reviews, QBRs, MBRs, and weekly team forums.

Performance Area: Strategic Planning & Analysis

Key Skill / Responsibility: Gather, validate, and analyze portfolio data of varying asset/space types, financial requirements, occupancy/lease information, and market trends. Analyze portfolio optimization scenarios and business cases grounded in factual assumptions and consistent methodologies, and support any adhoc internal and client-driven analytical tasks.

Performance Area: Client Interaction & Value Add

Key Skill / Responsibility: Foster professional communication with client contacts. Proactively relay findings, recommendations, and market insights. Build trusted advisor relationships through consistent engagement.

Performance Area: TM & REPM Reporting

Key Skill / Responsibility: Produce complete and timely reports including Asset Plan of Record, NA Site Books, Mark to Market, and all governance and performance reporting for Transaction Management and Real Estate Portfolio Management. Ensure integrity and traceability of data sources.

Performance Area: Personal Development

Key Skill / Responsibility: Show initiative and pursue continuous improvement without prompt. Demonstrate intellectual curiosity and independence. Recognize and respond positively to feedback from senior colleagues.

Qualifications

• Bachelor's Degree in Business, Finance, Economics, or related field with strong academic achievement
• Minimum 4 years of applicable experience with strong financial, analytical, and reporting skills
• Real estate brokerage or salesperson's license desired
• Understanding of commercial real estate, lease terminology, and basic building systems knowledge (to be demonstrated by small project which may be assigned)
• Strong proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Teams, Outlook), CoStar, and ability to master proprietary database programs
• Experience with or aptitude for Power BI or similar data visualization tools
• Exceptional attention to detail, organization, and ability to manage competing priorities
• Strong verbal and written communication skills; ability to present clearly to executive audiences
• Ability to work independently and collaboratively across a diverse, global team
• Demonstrates poise, professionalism, and sound judgment in client-facing settings
• Willingness to take on new challenges, responsibilities, and assignments

Work Location

This position requires on-site presence in one of the following locations:

• Cincinnati, OH
• Dallas, TX

Note: Relocation support is not provided. Work visa sponsorship may be available for qualified international candidates upon approval from Platform; relocation costs are the responsibility of the candidate.

About JLL

JLL (Jones Lang LaSalle) is a leading professional services firm specializing in real estate and investment management. With operations in over 80 countries, JLL helps clients buy, build, occupy, manage, and invest in a variety of commercial, industrial, hotel, residential, and retail properties.

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

Location: On-site Cincinnati, OH, Dallas, TX

If this job description resonates with you, we encourage you to apply, even if you don't meet all the requirements. We're interested in getting to know you and what you bring to the table!

Personalized benefits that support personal well-being and growth:

• 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