Associate, Asset Management

Bellwether•Los Angeles, CA

4d•$115,000 - $130,000•Onsite

About The Position

The Associate, Asset Management role will be involved in asset management support for investments as well as portfolio management responsibilities for the firm’s debt and equity platforms. This role will provide support through the lifecycle of projects, which can be from pre-development to lease-up/stabilization. The equity portfolio is primarily focused on development projects located across the country and bridging product types including multifamily, student-housing, and mixed-use. The debt portfolio invests across senior, mezzanine and preferred equity investments, nationally, across all product types. The firm is an established real estate investment platform headquartered in Dallas, Texas with over $4.4 billion AUM.

Requirements

A minimum of 3 years’ relevant experience;
Experience with advanced financial modeling;
Mastery in Microsoft Excel, Word, PowerPoint and ARGUS Enterprise.
Bachelor’s degree required
Strong organizational skills and meticulous attention to detail.
Strong research capabilities to find or generate data independently.
Highly proficient in Excel, including the ability to create real estate financial models from scratch, Word, PowerPoint, and Argus.
Strong analytical, quantitative and problem-solving skills, as well as written and verbal communication skills.
Strong understanding of real estate sectors and fundamentals.
Ability to perform responsibilities independently and proactively in a fast-paced environment, solve problems, and improve processes and/or services.
Self-directed, takes initiative and responsibility, ensures completion of tasks.
Highly efficient, flexible and diligent enough to handle competing priorities and deadlines.
Strong work ethic.
Excellent verbal and written communication skills; strong listening and interpersonal skills.
Highly effective at preparing and presenting information.
Acts with honesty and integrity and maintains confidentiality, adheres to company policies.
Promotes a collaborative and productive work environment.
Demonstrates team building, support, and respect.
Team oriented attitude with an ability to work with different functional groups
Must be able to sit at an office workstation for an extended period of time.
May need to reach, stoop, or kneel to access items.
Must be able to talk, hear and use wrists, hands and/or fingers frequently and repetitively to operate a computer, telephone and other office productivity machinery.
Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly.
Ability to work independently and prioritize duties to ensure timely completion.
The ability to collaborate is also imperative.
Requires active listening, critical thinking, making decisions, time management, as well as administration skills.
Ability to interact in a courteous professional manner at all times.
Regular, predictable attendance is required.

Nice To Haves

Asset Management, Development, or Acquisitions across major asset classes experience preferred;
Client-facing experience preferred;

Responsibilities

Create, modify, and maintain financial models to include property/project level financial projections, debt financing, JV waterfalls and complex ad hoc analyses (budgets, reforecasts, sensitivities etc.);
Support all efforts related to managing assets including return analysis, coordinating with JV partners, overseeing execution of business plans and supporting investor reporting;
Support financial and investor reporting, and Prepare and deliver presentations to senior management and investors;
Support marketing related initiatives and requests to support platform growth;
Track investment performance,
Analyze and understand real estate documents (leases, contracts, etc.), JV Agreements, and loan agreements, and
Review draws, process contributions/distributions and other capital activities.