Senior Analyst, Equity

Bellwether • Dallas, TX

36d

About The Position

A Senior Analyst, Equity will support the oversight of a portfolio of commercial real estate investments. Key responsibilities include maintaining complex financial analyses, evaluating monthly operating reports and participating in bi-weekly leasing calls. The Senior Analyst, Equity will be encouraged to contribute on the strategic initiatives across their deals and suggest business plan variations, where appropriate.

Requirements

• A minimum of 2 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;
• Familiarity with reading loan documents, joint-venture agreements, management agreements, etc.;
• Proficiency in Microsoft Excel, PowerPoint and ARGUS Enterprise.
• Bachelor’s degree required
• Development and analysis of real estate-based financial models with a focus on multifamily, office, and industrial assets. Ability to build out a complex financial model from scratch including waterfalls and various debt structures. Ability to read and analyze investment, lease, and management agreements.
• Ability to perform responsibilities independently and proactively, solve problems, and improve processes and/or services. Self-directed, takes initiative and responsibility, ensures completion of tasks.
• 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.

Nice To Haves

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

Responsibilities

• Assist in the proactive monitoring and management of a portfolio of equity investments across various property types;
• Review and analyze business plans, leasing activity and monthly property operating performance;
• Maintain detailed and complex asset-level cash flow reforecasting models;
• Organize investment-level data on a monthly & quarterly reporting basis;
• Evaluate and analyze potential new investments, assisting with due diligence and execution of said investments;
• Liaison with operating partners and leading members of the asset management team to review business plan execution;
• Perform additional ad-hoc analysis as needed; and
• Help train and mentor junior analysts.

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