Senior Analyst, Treasury Management

Bellwether • Dallas, TX

3d

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

The Senior Analyst, Treasury Management will work on the Servicing Team who will be responsible for the oversight of a portfolio of commercial real estate debt investments. The Senior Analyst, Treasury Management will maintain complex financial analyses, create/evaluate monthly reports, and perform reviews invoices.

Requirements

• A minimum of 5 years’ relevant experience
• Bachelor’s degree is required, preferably in Business or related field
• Strong analytical skills and detailed oriented. Proven ability to initiate ideas and implement new processes. Ability to read and analyze investment, lease, loan 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

• Loan management experience preferred ; client-facing experience preferred

Responsibilities

• Assist with new portfolio and loan level onboarding within Bellwether’s loan servicing system;
• Monitor reserve and escrow accounts and perform routine escrow analysis;
• Create, reconcile and review billing, partial paydown and payoff statements along with remittance reports;
• Coordinate with treasury department for daily cash management functions;
• Reconcile bank accounts on a daily basis;
• Apply payments received to appropriate invoices;
• Coordinate payments for property taxes and insurance;
• Prepare cash forecast on an as needed basis; and
• Perform additional ad-hoc analysis, as needed.

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