Senior Analyst, FP&A

Bellwether•Dallas, TX

5d•Onsite

About The Position

As Senior Analyst, FP&A at Bellwether, this role will support the portfolio management team of a large commercial real estate platform. This role serves as the critical link between asset-level analytics and fund level performance, owning the models and analysis that inform how capital is deployed, held, and returned. It offers broad exposure across the real estate team, direct engagement with senior management, and a meaningful hand in the decisions that drive fund returns.

Requirements

A minimum of 2 years’ experience, preferably in commercial real estate or investment industries
Advanced financial modeling and analytical skills, with fluency in cash-flow and return modeling and fund-level waterfalls; preferred experience with promote/carried interest structures
Advanced Excel skills, including complex formula-driven models, sensitivity analysis, and model auditing
Bachelor’s degree required, in Finance or Accounting preferred
Moderate financial modeling and analytical skills using Excel.
Ability to update or modify fund models, with moderate guidance.
Basic understanding of real estate/fund concepts and financial statements.
Ability to identify and resolve reporting issues, with limited guidance.
Ability to understand fund documents and accounting files, and work with other parties on any issues or clarifying points.
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.
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.
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.
All candidates must be able to prove eligibility to work in the United States.

Nice To Haves

preferred experience with promote/carried interest structures

Responsibilities

Forecast fund-level performance and analyze the economics of a large commercial real estate platform, translating asset-level activity into fund-level outcomes
Own, maintain, and enhance fund models; including updating projected and realized returns and tracking liquidity, distributions, capital calls, fees, and promote
Drive critical aspects of each fund's portfolio strategy, including hold-period optimization and exit planning and timing
Synthesize data into clear, concise observations and trends for senior management, highlighting key business drivers and actionable recommendations
Partner with the Acquisitions team to deliver pro forma KPIs and return metrics on prospective investments ahead of Investment Committee review
Support marketing, fundraising, and investor relations efforts with timely analysis on fund performance, forecasted results, distribution timing, and related data points
Lead the design and build-out of automated dashboards and reporting to serve the analytical needs of stakeholders across the platform
Perform ad-hoc analysis for the portfolio management team as needs arise