BROKERAGE ANALYST JOB DESCRIPTION

A Brokerage Analyst is the person who turns raw market data into a transaction. Tenant representation and property acquisition both require someone who can read a lease abstract, run a mark-to-market model, and walk a prospective client through a stacking plan before a senior broker ever enters the room. This role sits at the analyst layer of a commercial brokerage team, supporting business development from prospecting through contract negotiation. An active real estate license is a baseline requirement, and the work demands fluency in valuation metrics including cap rate, cash-on-cash return, and IRR.

As the Brokerage Analyst, you convert leasing availability data, market comparables, and financial analyses into client-ready recommendations that move commercial real estate transactions forward. You work directly alongside senior brokers, supporting pipeline development, RFP preparation, and due diligence across acquisition and disposition assignments.

Career Impact: Consistent exposure to lease negotiation, financial modeling, and client-facing presentations builds the transaction fluency that distinguishes senior brokers in the commercial real estate market.

Business Impact: Clients rely on the Brokerage Analyst's market reports and financial analyses to make acquisition and disposition decisions that can represent multi-million-dollar commitments.

Growth Opportunity: The analytical and client relationship skills developed in this role form the foundation for advancement into senior broker, transaction manager, or tenant representation specialist positions.

• Prospect and qualify prospective tenants and occupiers by researching corporate profiles including headcount, revenue, and geographic presence.
• Compile property data for clients covering asking rents, market comparisons, tenant activity, and current leasing availability.
• Prepare and review Requests for Proposals and analyze responses to support client decision-making.
• Accompany prospective clients on property tours to present leasing rates, terms, and property features.
• Abstract and interpret commercial lease documents and operating expense statements for client reporting and due diligence.
• Build financial models including mark-to-market analyses and valuation summaries to support transaction business cases.
• Coordinate marketing materials, pitch presentations, and offering documents for new business pursuits.
• Maintain client records, deal pipeline, and activity history within the team's CRM system.

• Bachelor's degree in Real Estate, Finance, Accounting, or equivalent work experience.
• 2 or more years of commercial real estate or finance experience, with internship experience in a brokerage environment considered.
• Active real estate license in good standing, or ability to obtain licensure within a defined period.
• Working knowledge of fundamental real estate valuation metrics including cap rate, cash-on-cash return, and IRR.
• Ability to abstract, analyze, and interpret commercial lease documents and financial statements.
• Strong written and verbal communication skills, with demonstrated ability to present complex information to diverse audiences.
• Exceptional organizational skills with the ability to manage multiple concurrent transactions and deadlines independently.
• Commitment to maintaining confidentiality of client communications, portfolio data, and proprietary information.

• Familiarity with geographic information systems, market mapping tools, or data visualization platforms used in site selection and market analysis.
• Prior experience preparing stacking plans, tenant-in-the-market reports, or competitive set analyses for a brokerage team.
• Knowledge of GAAP accounting methods and FASB regulations as applied to commercial lease analysis.
• Demonstrated ability to build macro-enabled financial models for scenario analysis and transaction evaluation. 

• Prospect list accuracy rate, reflecting how well qualified leads convert to active broker outreach.
• RFP turnaround time, measuring how quickly client proposals are prepared and delivered.
• Financial model error rate, tracking accuracy of mark-to-market and valuation analyses submitted to clients.
• Deal pipeline completeness in CRM, reflecting consistency of activity logging and contact data maintenance.
• Number of property tours coordinated per quarter, indicating active transaction support volume.
• Typical tools: CRE listing platforms (commonly CoStar or similar); financial modeling software (commonly Argus or Excel-based models).

• Base Salary Range: $55,000 to $80,000 annually, depending on market and experience.
• Bonus: Performance-based bonus tied to team transaction volume, typically 5 to 15 percent of base.
• Equity: Not standard at this level in brokerage environments.
• Health Benefits: Medical, dental, and vision coverage standard across most commercial real estate firms.
• PTO: 15 to 20 days annually, plus standard federal holidays.
• Common Perks: Licensing fee reimbursement, professional development allowance, and mileage or transportation reimbursement for property tours.

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Employment decisions are made without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, or any other characteristic protected under applicable federal, state, and local law. Candidates requiring a reasonable accommodation during the application or interview process should notify the hiring team in advance. This position is contingent on successful completion of a background check. Applicants must be authorized to work in the United States.

The Brokerage Analyst Support owns business development intelligence for the JLL brokerage team, scrubbing CRM systems, building targeted call lists, and tracking pipeline activity within Salesforce to align team performance with revenue goals. Working closely with JLL's research, marketing, and specialty partners, this Brokerage Analyst Support role enables brokers to focus on revenue-generating tasks by delivering market insights, stacking plan updates, and coordinated email campaigns.

Key Responsibilities

Work with the Brokerage team to identify and understand qualified sales prospects.

Delineate qualified from unqualified prospects by scrubbing internal CRM systems and researching corporate profiles including industry, headcount, revenue, and geographic presence.

Proactively create detailed call lists for the brokerage team based on educated assessments of qualified prospects.

Monitor professional networks, Pitchbook, and industry hires to identify opportunistic outreaches for the Brokerage team.

Track team activity and sales pipeline within Salesforce to monitor business development activity, revenue forecasts, and performance against short- and long-term goals.

Partner with JLL specialties and the research department to understand proprietary technology offerings and market trends.

Update downtown Chicago stacking plans regularly in partnership with the Brokerage team.

Lead bi-weekly, quarterly, and annual team meetings with performance reporting.

Perform high-level property analysis including mark-to-market analysis, asset profiles, and tenant situation assessments.

Partner with JLL's marketing team to develop targeted email campaigns and coordinate drip campaign follow-ups with warm leads.

Act as liaison between the brokerage team and Marketing, Sales Enablement, Property Marketing, and Research on respective projects.

Required Qualifications

Bachelor's degree in Real Estate, Finance, or commensurate experience preferred.

Minimum 2 years of experience in a business development support role in a fast-paced environment.

Real estate background and real estate license preferred.

Prior knowledge of real estate and lease language preferred.

Advanced proficiency with Microsoft Office products including Outlook, Excel, PowerPoint, and Word.

Proficiency with Salesforce, InDesign, and Acrobat DC preferred.

Excellent written and verbal communication skills with the ability to present complex information clearly.

Ability to multi-task, prioritize workload, and manage competing deadlines across multiple stakeholders.

Discretion and professionalism in handling confidential and private information.

Embedded within the brokerage placement team, the Brokerage Analyst Placement researches agency, carrier, and market information to assess risk acceptability and match price and product to the customer. Working closely with agents, carriers, and internal partners, this role strengthens existing relationships and promotes new business growth through consultative placement strategies and mentorship of less experienced associates.

Core Functions

• Research agency, carrier, and market information from published sources and company databases to identify business trends and opportunities.
• Review individual risks for acceptability and assess total risk propositions within carrier underwriting guidelines and standards.
• Complete assigned underwriting and placement actions within established time and service standards.
• Make decisions to accept, modify, or decline business according to established carrier underwriting policies and standards.
• Consult with agents and internal and external partners regarding risk and placement strategies, recommending additional products and coverages.
• Work with leaders, peers, and other departments to share information and initiate referrals, and partner with agents and carriers to secure placement.
• Strengthen existing relationships to promote new business growth, profit, retention, and service capabilities.
• Respond to requests from agents and external carrier partners, and route issues outside authority level to appropriate individuals.
• Participate in training classes, provide product education to agencies, and mentor less experienced associates.

Qualifications and Experience

• Undergraduate degree in business administration or related field preferred.
• Property and casualty license required within 90 days of hire, with pursuit of technical insurance coursework preferred.
• Minimum 2 years of related insurance experience preferred, or undergraduate degree in lieu of experience.
• Understanding of brokerage placement programs, techniques, and applicable state-specific insurance laws and regulations.
• Ability to identify, evaluate, analyze, and recommend solutions to insurance needs.
• Proficiency with job-related software with ability to learn new platforms.
• Strong verbal and written communication skills to interact, influence, and negotiate with internal and external business partners.
• Key proficiencies include product acuity, negotiating, consulting, problem solving, and decision quality.
• Flexibility and adaptability to changing situations.

Reporting to senior brokers, the Brokerage Analyst performs real estate analytics services supporting portfolio acquisition and disposition, lead generation, and closing of commercial real estate transactions. Partnering with clients, senior brokers, and community networks, this role enables informed client decision-making by delivering financial analyses, property tour support, RFP preparation, and targeted marketing materials.

Primary Duties

• Work with senior brokers to assist in calls and business development activities through prospecting, networking, and client presentations.
• Provide clients with pertinent information on leasing availability, current market conditions, and financial analyses.
• Accompany prospective clients on property tours to discuss property features, leasing rates, and terms.
• Compile property data for clients including summary reports, maps, status updates, and market-specific information.
• Prepare and review Requests for Proposals and analyze data to produce real estate reports on asking rents, tenants, and market comparisons.
• Report to senior brokers on potential deals, issues, and next steps, and participate in contract negotiations and due diligence.
• Gather, prepare, and distribute marketing materials and draft correspondence to existing and prospective clients.
• Engage in local community events and professional associations to create new contacts and generate new business.
• Maintain client list and deals within the company's CRM system.

Skills and Qualifications

• Bachelor's degree with emphasis in real estate, accounting, finance, or related field.
• Active real estate license in good standing required.
• Minimum 2 years of experience in finance, real estate, or accounting preferred, with internship experience in commercial real estate a plus.
• In-depth knowledge of fundamental real estate principles and key valuation metrics.
• Advanced proficiency with Microsoft Word, Excel, and Adobe, with knowledge of CoStar and related CRE listing software a plus.
• Knowledge of ESRI suite, GIS, Tableau, Power BI, Argus, Asana, Python, R, and other business platforms a plus.
• Strong organizational, analytical, visualization, and written and verbal communication skills.
• Ability to manage concurrent real estate projects and utilize a project management platform regularly.
• Ability to keep internal communications and client information confidential.

Sitting at the intersection of financial modeling and commercial real estate, the Financial Brokerage Analyst Support prepares detailed transaction models, abstracts and reviews commercial lease documents, and assembles client deliverables grounded in GAAP-compliant analysis. Operating across senior team collaborations, marketing material development, and market research functions, this role strengthens the quality and consistency of proposals, presentations, and underwriting packages delivered to clients.

Duties

• Prepare detailed financial models for transaction activity to support business case development.
• Gather and evaluate economic, demographic, and real estate market data for input into client deliverables and valuation models.
• Abstract, analyze, and interpret commercial lease documents and diligently review them for quality assurance and consistency.
• Maintain high-quality data integrity within client and internal systems while proactively working to reduce errors.
• Prepare clear, concise, and presentation-ready documentation and spreadsheets to support client presentations, proposals, and reports.
• Communicate with clients to assemble financial information, market data, and property information for underwriting and marketing.
• Conduct market research using internal and external sources to gather market data and rent and sales comparables.
• Collaborate with senior team members to develop strategies and value propositions for proposals and presentations.
• Develop and collect graphics, compile content, and design presentations, flip books, interactive PDFs, and brochures.

Experience and Qualifications

• Bachelor's degree in Finance or Accounting.
• Up to 4 years of relevant experience.
• Intermediate knowledge of GAAP and FASB regulations including accounting methods such as cash, accrual, and full GAAP.
• Solid understanding of key valuation metrics including cap rate, cash-on-cash, and IRR, with in-depth knowledge of fundamental real estate principles.
• Very strong Excel skills and advanced proficiency with MS Office products, with Argus knowledge preferred.
• High level of attention to detail, accuracy, and demonstrated elite financial competency.
• Strong organizational, analytical, coordination, and interpersonal skills.
• Advanced oral and written communication skills with excellent customer service skills.
• Ability to handle multiple tasks, manage time effectively, and establish priorities in a fast-paced environment.

A key member of the brokerage support team, the Brokerage Analyst assists brokers and clients by gathering market data, abstracting real estate documents, and creating sophisticated Excel-based financial models to support quality decision-making. Collaborating across senior brokers, internal systems, and new business pursuit teams, this role ensures high-quality client deliverables and pipeline development through proactive outreach and rigorous project due diligence.

Functions

• Proactively interact with brokers regarding prospects, database ownership, contact information, portfolio data, and industry trends.
• Gather and evaluate economic, demographic, and real estate market data for input into client deliverables.
• Read and review real estate documents including leases, operating expense statements, and appraisals, and prepare abstract reports for clients.
• Organize historical client contact and activity data, and serve as the point of contact for tracking, management, and reporting.
• Review and analyze client quantitative portfolio data, legal documents, and other materials as part of project due diligence.
• Prepare offering materials and assist with presentations and pitch materials for new business pursuits.
• Create sophisticated Excel-based analytical tools including macro-enabled financial models and ad-hoc financial analyses.
• Shadow senior brokers in transaction negotiation, evaluation, and documentation, and support outreach to new leads.

Background and Experience

• Bachelor's degree or equivalent.
• 1 to 3 years of experience in commercial real estate or a professional environment, with internship experience considered.
• Strong analytical, research, and problem-solving skills with solid judgment and decisiveness.
• Advanced knowledge of Microsoft Office with heavy focus on Excel, and experience using CRM programs a plus.
• Excellent organization, time management, and project management skills with ability to manage multiple initiatives.
• Excellent written and verbal communication skills with strong attention to detail.
• Self-starter with high energy, team-player orientation, and ability to work under pressure and meet tight deadlines.
• Proven ability to participate in and influence cross-functional teams.

Accurate trade lifecycle management and daily reconciliation with custodian banks depend on the Trading Services Brokerage Analyst Operations, who manages settlement activities, monitors trade exceptions, and produces key MIS reporting for management and business stakeholders. Based within the trading and operations team, this role liaises with stock exchanges, clearing houses, and China regulators to ensure controls, regulatory reporting, and process improvement projects are executed with precision.

Accountabilities

• Manage trade lifecycle including daily clearing, settlement activities, and trade exceptions monitoring and booking.
• Assist in cash and position reconciliation with custodian banks.
• Conduct daily clearing and manage alerts with Trading and Sales.
• Perform controls and reconciliation covering valuation, cash, and confirmation processes.
• Handle client queries and provide key MIS to management and business stakeholders.
• Liaise with stock exchanges, clearing houses, custodian banks, and local third-party depository banks.
• Lead continuous project work involving process improvement, system implementation, and new product rollouts.
• Manage regulatory reporting including interfacing with China regulators and authorities where required.

Professional Experience

• Minimum 2 years of experience in the financial industry.
• SAC license or other required licenses and qualifications for carrying out securities and regulated activities.
• Understanding of equity and/or fixed income products and trade flows, with knowledge of China regulators a plus.
• Ability to analyse and document complex business processes.
• Strong proficiency with MS Office and ability to learn complex systems architecture.
• Excellent verbal and written communication skills with the ability to interact professionally with senior executives and subject matter experts.
• Exceptional attention to detail with ability to deliver with minimal supervision while working effectively in a team.
• Fluency in spoken and written Chinese and English.

As the Foreign Exchange Prime Brokerage Analyst, this role serves as the primary client contact for the FXPB platform, resolving T+0 trade breaks across FX Spot, Forward, Vanilla, and Exotic Options while performing daily control and risk-mitigating activities. The prime brokerage team relies on this work to onboard new clients, maintain clean trade processing through in-house systems, and escalate control gaps before they become operational risks.

Role Responsibilities

• Respond to client queries and act as a key point of contact for clients.
• Assist with the integration and onboarding of new clients onto the FXPB platform, including testing trade flows and client account mappings.
• Partake in client solutions for existing and new clients.
• Liaise with brokers, clients, and their administrators to resolve T+0 trade breaks about FX Spot and Forward, Vanilla Options, and Exotic Options.
• Perform control and risk-mitigating activities on a daily basis, and identify and escalate control gaps proactively.
• Ensure all trades are properly processed through the firm's in-house trading systems.
• Work effectively with other functional areas within and outside the department.

Technical Qualifications

• Bachelor's degree.
• Minimum 3 years of experience in Foreign Exchange Prime Brokerage lifecycle, flows, and control management.
• Minimum 3 years of client service experience with a demonstrable client services mindset.
• Knowledge of investment banking processes, operations, and the Traiana/Harmony applications.
• Ability to identify areas of potential risk, prioritize, and respond to rapidly changing environments.
• Good verbal and written communication skills with a proven track record of execution and results.
• Ability to interact with external clients and internal stakeholders clearly and professionally.

Brokerage Analyst Program delivers immediate exposure to commercial real estate by building market, financial, and legal knowledge through hands-on analytical and marketing support across project leasing and tenant representation assignments. Success in the position means assisting transactions teams with market surveys, stacking plans, tour coordination, and pitch materials while interfacing with all levels of management at Stream.

Day-to-Day Responsibilities

• Attain knowledge of the full spectrum of responsibilities and day-to-day tasks involved with project leasing and tenant representation.
• Provide analytical and marketing support to the transactions team.
• Assist with market surveys, land and amenity maps, competitive sets, lease abstracts, and prospect reports.
• Participate in property tours and stacking plans for properties.
• Coordinate tour packets and sales pitch materials.
• Assist with special projects as needed.

Minimum Qualifications

• Undergraduate degree required.
• Previous internship experience preferred, with a track record of campus involvement in a leadership position preferred.
• Interest in the commercial real estate industry.
• Strong interpersonal skills and written and verbal communication skills.
• Proficiency with MS Office including MS Excel.

The Business Brokerage Analyst Operation owns back-office workflow automation and process documentation for banking and financial institution departments, conducting business and system requirements analysis in direct support of the company business plan. Working closely with product development teams and department managers, this Business Brokerage Analyst Operation role delivers SOPs, UAT execution, and project status reporting that reduce manual effort and improve operational consistency.

Key Responsibilities

• Conduct business analysis, workflow analysis, and system requirements in support of the company business plan.
• Automate operation workflows for back office departments using MS Excel or other tools.
• Prepare and maintain SOPs and procedure manuals for back office departments.
• Prepare test plans and test cases and perform User Acceptance Testing when required.
• Monitor and track project and task status, and provide regular updates and reports to management.
• Provide support for product development and user training.
• Assist in ad-hoc projects as assigned.

Education and Experience

• Bachelor's degree in Banking and Finance, Business Administration, or related discipline.
• Minimum 3 years of relevant experience in project management, data analysis, or workflow planning in banks or financial institutions, preferably in securities brokerage.
• Knowledge of back office operations and workflow planning within financial institutions.
• Proficiency in MS Excel functions and macro applications, with VBA knowledge a plus.
• Proficiency in MS Word and PowerPoint.
• Good command of written and spoken English and Chinese.