Transaction Success Analyst Job at Robert Half (Frisco, TX)

Data Analyst

We are hiring a Data Analyst for a contract opportunity in Parker, CO. This is a...

Location

United States , Parker

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree preferred, particularly in Finance, Accounting, Criminal Justice, Information Technology, or similar analytical fields
Candidates without a degree will be considered if they possess relevant analytical work experience
Ideal for recent college graduates or professionals with up to 0 – 5 years of work experience in analytical roles
Strong analytical mindset or a few years of hands-on experience in data analysis
ability to identify patterns, investigate inconsistencies, and draw actionable insights
Excellent communication skills and the ability to collaborate effectively across teams, including members at similar experience levels
Exceptional organizational ability to thoroughly document findings and data during investigations
Accurate and efficient 10-key skills
A positive attitude and strong team-oriented personality are essential for success in this role.

Job Responsibility

Conduct thorough investigations on alerts generated from Transaction monitoring systems to identify unusual patterns or suspicious activity
Analyze client transactional behavior against expected norms and investigate inconsistencies
Follow up on flagged transactions and conduct due diligence to ascertain their legitimacy
Document findings in a clear and concise manner for review by senior compliance staff or regulatory bodies as needed
Coordinate with other departments to collect necessary information pertaining to customer due diligence (CDD) and enhanced due diligence (EDD)
Maintain a current understanding of AML regulations and be able to apply them effectively in day-to-day operations
Participate in regular training sessions to stay updated with new regulatory requirements and best practices in AML compliance
Work closely with the technology team to fine-tune transaction monitoring systems for optimal performance.

What we offer

Access to top jobs
competitive compensation
medical insurance
vision insurance
dental insurance
life and disability insurance
eligibility to enroll in a company 401(k) plan.

Transaction Management Lead

We are seeking a Transaction Management Lead to join JLL and lead a team respons...

Location

United States , Richmond

Salary:

Not provided

JLL

Expiration Date

Until further notice

Requirements

10-15 years of Transaction Management experience in a Corporate Real Estate environment
Strategic big picture thinker who is an expert in transaction management, with a working knowledge of portfolio strategy, occupancy planning, and project management and demonstrated ability to lead complicated transactions across large enterprises and interdisciplinary teams
Experienced in managing complex account and client organizational structures and direct reports
Experience in managing confidential initiatives and knowing when to escalate with urgency, or how to de-escalate certain risks
Demonstrated ability to work across business units/partners to deliver options and secure decisions
At ease operating from a blank sheet of paper - defining the program as it evolves and continuing to improve
Organizational savvy and agility
High level abilities with Microsoft Office (Excel, Word, PowerPoint)
Experience leveraging A.I. for increased productivity and efficiency

Job Responsibility

Lead regional Transaction Managers and Analysts through coaching, strategic planning, and quality control while managing team bandwidth and ensuring excellence across all transaction processes
Execute complex transactions independently including market analysis, site selection, RFP creation, and negotiating favorable lease terms and purchase agreements to deliver measurable client value
Own critical lease event pipeline management and broker partnership programs, monitoring performance and ensuring best-in-class service delivery across the region
Demonstrate strong financial analytics skills (NPV/NER) and provide strategic advisory through financial storytelling, M&A support, and customized reporting dashboards
Drive continuous improvement by sharing best practices with regional leads, leveraging JLL research insights, and implementing innovative solutions to enhance processes and tools
Establish and maintain strategic client relationships across all organizational levels, ensuring a "One Team" approach while proactively managing escalations and mitigating risks
Take full responsibility and ownership of the regional Transaction Management P&L, budget planning, and achievement of contracted KPIs and service levels
Manage all regional talent operations including acquisition, development, performance assessment, and implementation of succession planning strategies
Lead regional adoption of global technology systems and standard operating procedures while ensuring alignment with global account standards and comprehensive reporting capabilities
Deliver exceptional client relationship management by balancing client demands with internal requirements while maintaining credibility and ensuring long-term partnership success

What we offer

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

Fulltime

Financial Solutions Lead Analyst

The Quality Assurance, Testing, and Validation team is part of the Finance Chief...

Location

Poland , Warsaw

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10+ years of relevant experience, within the financial services industry preferred
Strong background in U.S. Regulatory reports with specific knowledge of CCAR and FR Y-14A/Q/M
Audit or prior regulatory reporting experience preferred
In depth knowledge of banking products / systems preferred
Recognized technical authority for an area within the business
Experience and demonstrated ability to manage competing priorities in a complex and dynamic environment
Self-motivated with the ability to make decisions in the absence of detailed instructions
Proficient Microsoft Office skills
Strong ability to communicate clearly and concisely to both technical experts, non-technical business leaders, and senior leadership to facilitate discussions with senior stakeholders and to clearly articulate findings, defend point of view amongst various groups
Ability to collaborate, coordinate and execute with the broader teams, business partners, Report Owners, Data Providers, Global Functions Technology to drive the implementation of strategies and successful execution of tracing sprints

Job Responsibility

Lead analysts support transaction testing reviews including prioritizing work, providing guidance throughout book of work, developing junior analysts’ testing skill set, report and product knowledge through training
Ensure our partners in Global Tech, Business Technology, Report Owners, Source Document Providers, and external consultants are aligned to the relevant book of work and the QATV Methodology & Procedures
Assign, manage, and review work of team, evaluating their findings and judgment in applying regulatory principles to reporting
Identify issues and exceptions, produce analysis and insights on findings, and communicate updates and results effectively to other leads and managers
Work with stakeholders to ensure action plans are in place to address gaps identified in the QA process and validate the remediation when complete
Responsible for ensuring adequate and effective controls are in place for the QA process as well as ensuring team's compliance with controls
Ensure proper documentation of review evidence to support the results
Maintain and ensure adherence to proper desktop procedures for the QA process
Support managers engagement as needed with Regulatory & Management Transaction Testing reporting reviews along with Internal Audit, ICRM, ORM reviews
Promote a culture of collaboration and teamwork across organizations. Develop strong working relationships with Report Owners, independent review teams, internal audit teams, and other key stakeholders

What we offer

Paid Parental Leave Program (maternity and paternity leave)
A supportive workplace for professionals returning to the office from childcare leave
Award-winning pension plan
multisport
holiday allowance
Private Medical Care Program
Group Life Insurance
Consideration for annual discretionary bonus
Employee Assistance Program
Access to a wide variety of learning and development programs, online course libraries and upskilling platforms, such as Udemy and Degreed

Fulltime

Multifamily Analyst

Join JLL's premier Investment Sales Advisory team as an Analyst, where you'll be...

Location

United States , Seattle

Salary:

78000.00 - 88000.00 USD / Year

JLL

Expiration Date

Until further notice

Requirements

Bachelor's degree in Real Estate, Finance, Accounting, or related discipline (or equivalent combination of education and experience)
1-3 years of experience in financial analysis environment, with commercial real estate investment or brokerage experience strongly preferred
Intermediate to advanced proficiency with Microsoft Office Suite, particularly Excel for sophisticated financial modeling and analysis
Outstanding organizational, interpersonal, quantitative, writing, and communication abilities with demonstrated client interaction capabilities
Exceptional research, analytical, and problem-solving skills with ability to synthesize complex market data into strategic recommendations
Self-motivated professional with strong team orientation and excellent time management skills to handle multiple concurrent transactions
Proven ability to communicate complex analytical and marketing data effectively to senior executives and institutional clients

Job Responsibility

Create comprehensive investment sales offering packages and submissions incorporating detailed market research, advanced financial modeling, and persuasive executive summaries for diverse commercial property types
Develop sophisticated financial models for various commercial real estate assets, utilizing market data and JLL proprietary resources to ensure accurate valuation and competitive positioning
Manage due diligence processes efficiently while driving marketing campaigns and closing activities, coordinating with multiple stakeholders throughout each transaction lifecycle
Maintain consistent communication with Producers, market participants, and clients, providing regular updates and strategic insights to facilitate successful transaction outcomes
Analyze marketing feedback and buyer interest to help clients optimize disposition strategies, pricing decisions, and investment positioning for maximum market appeal
Demonstrate proficiency with industry databases and research platforms to extract actionable insights for market trend analysis and compelling client presentations
Review and analyze complex real estate documentation including leases, loan documents, and appraisals to identify factors affecting property valuation and marketability

What we offer

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

Fulltime

Analyst, Capital Markets - Investment Sales Advisory

Join JLL's premier Investment Sales Advisory team as an Analyst, where you'll be...

Location

United States , Morristown

Salary:

70000.00 USD / Year

JLL

Expiration Date

Until further notice

Requirements

Bachelor's degree in Real Estate, Finance, Accounting, or related discipline (or equivalent combination of education and experience)
1-3 years of experience in financial analysis environment, with commercial real estate investment or brokerage experience strongly preferred
Intermediate to advanced proficiency with Microsoft Office Suite, particularly Excel for sophisticated financial modeling and analysis
Outstanding organizational, interpersonal, quantitative, writing, and communication abilities with demonstrated client interaction capabilities
Exceptional research, analytical, and problem-solving skills with ability to synthesize complex market data into strategic recommendations
Self-motivated professional with strong team orientation and excellent time management skills to handle multiple concurrent transactions
Proven ability to communicate complex analytical and marketing data effectively to senior executives and institutional clients

Job Responsibility

Create comprehensive investment sales offering packages and submissions incorporating detailed market research, advanced financial modeling, and persuasive executive summaries for diverse commercial property types
Develop sophisticated financial models for various commercial real estate assets, utilizing market data and JLL proprietary resources to ensure accurate valuation and competitive positioning
Manage due diligence processes efficiently while driving marketing campaigns and closing activities, coordinating with multiple stakeholders throughout each transaction lifecycle
Maintain consistent communication with Producers, market participants, and clients, providing regular updates and strategic insights to facilitate successful transaction outcomes
Analyze marketing feedback and buyer interest to help clients optimize disposition strategies, pricing decisions, and investment positioning for maximum market appeal
Demonstrate proficiency with industry databases and research platforms to extract actionable insights for market trend analysis and compelling client presentations
Review and analyze complex real estate documentation including leases, loan documents, and appraisals to identify factors affecting property valuation and marketability

What we offer

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

Fulltime

Senior Analyst / Manager – Acquisitions and Integrations

Working with our highly experienced Acquisitions and Integrations team, this rol...

Location

Australia , Sydney

Salary:

Not provided

Blume Global

Expiration Date

Until further notice

Requirements

Advanced Excel skills with experience in handling and analyzing complex data sets
Strong communication skills with a proven ability to translate technical analysis into compelling narratives, presented through high-quality written reports
The ability to think beyond numbers and combine data with strategy, commercial and operational insight
Experience in valuations or financial analysis that demonstrates exceptional analytical skills
3-6 years’ post-qualification experience in a similar finance-related consulting, professional services, transaction services or advisory role
CPA/CA qualified

Job Responsibility

Leverage your due diligence, organizational, research, analytical and modeling experience to provide in-depth analysis of prospective and existing acquisitions, assessing operational KPI’s, constraints, commercial models, and other areas for optimization
Investigate and deliver insights on business performance, and build detailed valuation models and business plans for potential deals, where your experience in financial and competitor analysis will be highly valued
Lead and manage new acquisition processes with the support of the wider Acquisitions and Integrations team
Work in partnership with internal and external stakeholders to ensure an efficient and successful transaction process and integration into the WiseTech Group

Placement Analyst

Citi is actively seeking highly motivated Placement Analysts to join its Investm...

Location

Switzerland , Zurich

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Currently in your final year of university studies or a recent graduate
expected to achieve, or have already achieved, a UK 2:1 (or equivalent academic standing) at the undergraduate level, or a Grade 5 or above from a Swiss university, in any degree discipline
a strong, demonstrable interest in business and the broader financial industry
possess a record of strong academic achievement, indicating intellectual capability and dedication
fluency in both English and German is essential, encompassing strong verbal and written communication skills in both languages
a desire to cultivate a deep and comprehensive understanding of the financial industry and its complex dynamics.

Job Responsibility

Diligently collect and meticulously analyse company-specific information to facilitate successful transactions, including conducting in-depth industry research and systematically organizing extensive financial data
perform rigorous analysis of financial data and develop sophisticated financial models, encompassing accurate company valuations, discounted cash flow (DCF) analysis, financing structures, and comprehensive comparative analyses
create and finalize compelling new business development presentations that effectively communicate strategic insights and proposals to clients
efficiently coordinate tasks and workflow with both internal teams and external working groups, ensuring seamless project execution and timely delivery
prepare all necessary internal documentation, including adherence to control and compliance regulations, to ensure operational integrity and regulatory alignment.

Fulltime

Placement Analyst

Citi is actively seeking highly motivated Placement Analysts to join its Investm...

Location

Switzerland , Zurich

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Currently in your final year of university studies or a recent graduate
expected to achieve, or have already achieved, a UK 2:1 (or equivalent academic standing) at the undergraduate level, or a Grade 5 or above from a Swiss university, in any degree discipline
a strong, demonstrable interest in business and the broader financial industry
possess a record of strong academic achievement, indicating intellectual capability and dedication
fluency in both English and German is essential, encompassing strong verbal and written communication skills in both languages
a desire to cultivate a deep and comprehensive understanding of the financial industry and its complex dynamics.

Job Responsibility

Diligently collect and meticulously analyse company-specific information to facilitate successful transactions, including conducting in-depth industry research and systematically organizing extensive financial data
perform rigorous analysis of financial data and develop sophisticated financial models, encompassing accurate company valuations, discounted cash flow (DCF) analysis, financing structures, and comprehensive comparative analyses
create and finalize compelling new business development presentations that effectively communicate strategic insights and proposals to clients
efficiently coordinate tasks and workflow with both internal teams and external working groups, ensuring seamless project execution and timely delivery
prepare all necessary internal documentation, including adherence to control and compliance regulations, to ensure operational integrity and regulatory alignment.

Fulltime

Transaction Success Analyst

Robert Half

Location:
United States , Frisco, TX

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Requirements:

Nice to have:

Additional Information:

Job Posted:
March 25, 2025

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Category:Finance

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Job Description:

Requirements:

Nice to have:

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Job Posted:March 25, 2025

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