Associate, Equity

Bellwether • Dallas, TX

302d • $100,000 - $125,000

About The Position

The Equity Associate will support Bellwether’s robust platform which provides opportunities across a variety of asset classes, financial modeling, fund-level reporting, and underwriting of equity investments. Regular communication with internal and external decision-makers will be expected in this role, offering exposure to industry leaders in the real estate investment community.

Requirements

• A minimum of 3 years’ relevant experience
• Asset Management, Development, or Acquisitions across major asset classes experience preferred
• Client-facing experience preferred
• Experience with property underwriting and advanced financial modeling
• Mastery in Microsoft Excel, PowerPoint and ARGUS Enterprise
• (Multi-Family roles only) Experience with Real Page and Yardi preferred.

Responsibilities

• Assist in the proactive monitoring and management of a portfolio of real estate equity investments
• Develop and maintain detailed asset-level cash flow reforecasting models
• Guide Analysts in the maintenance of detailed asset- and portfolio-reporting models to monitor the performance of investments at the asset level
• Underwrite a variety of asset classes using Excel-based underwriting models, including complex cash flow, budget, IRR and fund/partnership waterfall modeling
• Review and analyze business plans, leasing activity and monthly property-operating performance
• Liaison with operating partners and leading members of the Acquisition Teams to review business plan execution
• Demonstrate strong leadership abilities and effective management skills, with a desire to manage, mentor and develop team members.

Benefits

• Employer-paid Medical, Dental & Vision, with buy-up options available
• Flexible Spending Account, Health Savings Account
• Carrot Fertility Benefit - $10,000 lifetime benefit
• 401k company match 4%, immediately vested
• Generous PTO, 11 Paid Company Holidays & Paid Holiday Office Closure
• 14 weeks Maternity Leave & 12 weeks Parental Leave
• Wellbeing program offerings
• Cell phone reimbursement
• Engaging team events & holiday parties

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree