Portfolio Analyst - Retail Operations

Remote with NYC Metro Requirement

This role is remote; however, the individual must be based in the NYC metro area to support occasional on-site visits as needed.

Role Overview

The Portfolio Analyst supports internal stakeholders and clients by delivering high-quality business intelligence, data analysis, and performance reporting. This role focuses on transforming data from multiple sources into meaningful insights, dashboards, and recommendations that support portfolio-level decision-making and strategic planning. The position’s prioritized focus will be Retail Portfolio while also leveraging tools and functions from other service areas on the account.

Key Responsibilities

• Develop, review, and interpret analytical reports and dashboards for internal teams and clients, with a strong focus on portfolio and performance reporting.
• Aggregate and manage data from multiple systems to produce accurate, comprehensive analyses and actionable insights.
• Ensure data accuracy, integrity, and consistency across reports; respond to data and reporting requests from JLL and client leadership.
• Perform trend analysis and scenario modeling (e.g., exit, maintain, grow) to support portfolio strategy and business planning.
• Identify opportunities to improve data processes, reporting efficiency, and performance measurement across client and JLL teams.
• Partners with cross-functional teams, including technology and other departments, to support successful implementation of BI and data initiatives.
• Act as a Subject Matter Expert (SME) for key reporting systems, BI tools, and data processes used in day-to-day portfolio operations.
• Manage daily data intake, validation, and updates to meet ongoing reporting and dashboard requirements.
• Maintain and report on benchmarks, KPIs, and performance metrics at the portfolio level.
• Support Account Leadership and clients in defining reporting standards, frequencies, and delivery models to ensure timely and accurate insights.
  
  

Qualifications

Education & Experience:

• Bachelor’s degree (BA/BS) from an accredited four-year college or university required.
• Master’s degree preferred.
• Minimum of 2 years of experience in portfolio analysis, BI, data analytics, or a related field.
  
  

Business Intelligence & Data Management Skills:

• Proven experience with BI and analytical reporting tools, with heavy emphasis on Power BI and Tableau.
• Advanced proficiency in Microsoft Excel and working knowledge of PowerPoint, Word, and Access.
• Experience using data query and report generation tools such as SQL Server and Report Builder is a strong plus.
• Understanding data integration, validation, and management best practices.
• Familiarity with Computerized Maintenance Management Systems (CMMS) platforms preferred but not required.
• Knowledge of Python, Microsoft Power Platform, Smart Sheet are beneficial but not required.
  
  

Analytical & Financial Skills:

• Strong analytical and quantitative skills, with the ability to interpret complex datasets and documents.
• Basic financial knowledge, including percentages, discounts, commissions, and foundational financial analysis.
  
  

Communication & Professional Skills:

• Excellent written and verbal communication skills, with the ability to present data-driven insights clearly to diverse audiences.
• Strong organizational skills and the ability to deliver accurate, timely, and reliable outputs in a fast-paced environment.