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Yash Malik - Senior CRE Analyst

Location: New Delhi, India

Compensation range discussed: $1,900 - $2,300

LinkedIn Profile | email: yash.malik20@gmail.com | Phone: +91 99717 75166

Schedule Availability (EST): 9:00 PM – 7:00 AM

Summary

Commercial Delivery Analyst with 5+ years specialized in Commercial Real Estate (CRE) and client’s real-estate portfolio management at JLL. He manages commercial strategy and portfolio reporting for global markets, directly reporting to leadership in Chicago and New York and focusing on US major commercial centers like Atlanta. His expertise involves translating complex financial and leasing data into client presentations, solution decks, and pricing models using Salesforce, Power BI, and Excel (Advanced). He leverages internal AI tools (JLL GPT) to streamline data analysis and email communications. Previously, he supported global finance operations for a US-based semiconductor client at Genpact, gaining strong proficiency in stakeholder management and data validation.

Meet Yash

This video from our screening interview provides a look into Yash's background and experience.

Candidate Snapshot

US-based Commercial Real Estate Experience

• 5+ Years of Specialized CRE Experience: focused on Commercial Real Estate (CRE) at JLL, managing commercial strategy and portfolio reporting for global markets.  

• Direct US Market Support: Reports directly to leadership in Chicago and New York, focusing on major US commercial centers such as Atlanta.  

• US Corporate Operations: previously supported global finance operations for a US-based semiconductor client at Genpact, establishing a strong foundation in US stakeholder management.

Real Estate Documentation & Presentation

• Deal Presentation Materials: Experience translating complex financial and leasing data into client presentations and solution decks, aligning with the requirement for producing high-quality marketing materials. 

• Pricing Models: Develops pricing models to support commercial strategy and portfolio reporting. Has worked leading pricing submissions for prospective clients across the Asia-Pacific region and drafting comprehensive financial contracts and master service agreements.

Commercial Real Estate Expertise

• Portfolio Strategy: Manages commercial strategy and portfolio reporting, bridging the gap between raw data and strategic decision-making. 

• Data Validation: Gained proficiency in data validation and stakeholder management while supporting finance operations for US clients.

Tools & Technologies

• Excel (Advanced) 
• SAP Concur (1 year) 
• Salesforce (2 years) 
• Power BI 
• JLL GPT 
• PeopleSoft (1 year)

Key Qualifications & Highlights

• AI-Enabled Workflow: Early adopter of AI in CRE workflows, leveraging internal tools (JLL GPT) to streamline data analysis and email communications, demonstrating the proactive technological mindset required by an AI startup.  

• Data-Driven Storytelling: Combines Advanced Excel skills with presentation development, effectively translating technical leasing and financial data into actionable client presentations and solution decks.  

• US Stakeholder Alignment: Demonstrates strong cultural and operational alignment with US business practices through direct reporting lines to Chicago and New York leadership and experience managing portfolios for major hubs like Atlanta.

Screening Interview - Key observations

• Process Optimization & Proactivity: He demonstrated strong initiative by identifying a disconnect between training and actual production work when joining his global team. He took it upon himself to create a comprehensive documentation and Standard Operating Procedure (SOP) for the analyst role, reducing a task that initially took him two days to just one hour. This structure was subsequently used to successfully onboard two new analysts. 

• Experience Gap in Marketing Deliverables: When specifically asked about creating Offering Memorandums (OMs) and Broker Opinion of Values (BOVs) from scratch, he was transparent that he has never created them personally. His experience is limited to analyzing the data within them and using them as a base for other reports. He emphasized his familiarity with the structure and data, but highlighted this as an area where he would need to apply his existing knowledge to a new task.  

• Strategic Internal Networking: He leveraged his participation in a Diversity, Equity, and Inclusion (DEI) project at JLL to build relationships with senior leadership. This initiative directly led to his transition from a finance role to a Business Analyst position reporting to the Head of Sales/India CEO.  

• AI Use & Integration: He is a heavy user of JLL GPT (internal AI), stating he uses it for drafting emails, analyzing reports, and checking communication tone. He candidly mentioned relying heavily on AI in his daily workflow, noting he rarely types full emails by hand anymore.  

• Current Status - Competitive Offer: It is important to note that he is currently negotiating an internal role at JLL for a PMO position bridging the Australian and Indian markets. He mentioned this to manage expectations regarding his timeline and availability.  

• Questions Asked: He inquired about the team structure (confirming if it was fully remote or had an India hub) and specifically asked how collaboration and camaraderie are maintained given the 12-hour time difference between India and the US West Coast.