Senior Analyst, Equity

Bellwether • Dallas, TX

1d

About The Position

Bellwether is a global advisory firm that helps businesses solve their most complex challenges and enhance enterprise value. We specialize in formulating and executing dynamic growth strategies through true partnership with our clients. Merging deep industry expertise, advanced analytical capabilities and best-in-class talent, we create value across the business lifecycle, from transaction management to operational transformation. Bellwether specializes in the management, analysis, and reporting of over $40 billion of AUM across a wide range of real estate related assets and corporate platforms in North America, Europe and Asia. Bellwether is privately held and has offices in Los Angeles, Newport Beach, Salt Lake City, London and Dallas. Overview 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.

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
• 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