Senior Analyst, Equity

Bellwether • Dallas, TX

2d • Onsite

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
• 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
• Development and analysis of real estate-based financial models with a focus on multifamily, office, and industrial assets.
• Familiarity with complex financial models including waterfalls and various debt structures.
• Ability to read and analyze investment, lease, and management agreements.
• 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.
• Ability to perform responsibilities independently and proactively, solve problems, and improve processes and/or services.
• Self-directed, takes initiative and responsibility, and ensures completion of tasks.
• 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.
• 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.
• All candidates must be able to prove eligibility to work in the United States.

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
• Help train and mentor junior analysts.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior