Senior Analyst

Bellwether • Dallas, TX

3d

About The Position

Bellwether is a global advisory firm helping businesses address complex challenges and enhance enterprise value. The firm develops and executes growth strategies through client partnerships, combining industry expertise, analytical capabilities, and talent to create value across the business lifecycle. It manages, analyzes, and reports on more than $35 billion in assets under management across real estate-related assets and corporate platforms in North America, Europe, and Asia.

The Senior Analyst role supports the Debt and Equity Asset Management team in monitoring and executing senior debt, mezzanine debt, equity, and preferred equity investments across multiple property types. The role maintains asset-level analyses, evaluates operating and leasing performance, and works with sponsors and operating partners to advance business plans and create value. The position may be filled at the Analyst or Senior Analyst level according to the selected candidate’s experience and capabilities. At the Senior Analyst level, the employee takes greater ownership of assigned analyses and assets and helps train and mentor junior analysts.

This is an exempt, full-time position with no direct reports. Local and/or nationwide travel to assets and client sites may be required as needed, approximately one to two times per month depending on the deal list. The position reports to a Senior Associate or Vice President.

Requirements

• At least one year of relevant experience for Analyst candidates; Senior Analyst candidates generally have two or more years of experience.
• Experience in asset management, development, or acquisitions across major asset classes.
• Experience with property underwriting and advanced financial modeling.
• Proficiency in Microsoft Excel and PowerPoint.
• Bachelor’s degree required.
• Strong property underwriting, financial modeling, and analytical skills, including the ability to build or adapt complex models involving debt structures and equity waterfalls.
• Ability to work independently and proactively, solve problems, improve processes or services, take initiative and responsibility, and ensure completion of tasks.
• Excellent verbal and written communication, listening, and interpersonal skills, including the ability to prepare and present information effectively.
• Demonstrated professionalism, honesty, integrity, confidentiality, and adherence to company policies.
• Ability to promote a collaborative and productive work environment and demonstrate teamwork, support, and respect.
• Ability to meet the described physical and mental demands, including extended workstation use, frequent computer and telephone operation, document preparation or inspection, and regular predictable attendance.
• Ability to prove eligibility to work in the United States.

Nice To Haves

• Client-facing experience.
• Familiarity with reading loan documents, joint-venture agreements, management agreements, and similar documents.
• Experience with ARGUS Enterprise.

Responsibilities

• Monitor a portfolio of debt and equity investments across multifamily, industrial, hotel, retail, and office assets, tracking performance, risks, submarket fundamentals, and progress against business plans.
• Review monthly operating reports, budgets, leasing activity, business plans, and property-level financial results, and participate in calls with leasing and operating partners.
• Build and maintain detailed asset-level cash flow models and reforecasts, including property underwriting, debt structures, and equity waterfalls; evaluate sensitivities and potential changes to business plans.
• Support ongoing asset management of debt investments by analyzing loan performance, facilitating monthly waterfalls, reviewing sponsor requests and proposals, evaluating cash flows and loan terms, and considering potential modifications or other business plan decisions.
• Work with operating partners and senior asset management team members to review business plan execution, manage cash distributions and contributions, and develop recommendations for equity investments.
• Analyze investment performance and prepare monthly and quarterly reporting, summarizing key trends, risks, and recommendations for senior management and clients.
• Perform ad hoc analysis and contribute to process improvements.
• At the Senior Analyst level, take greater ownership of assigned analyses and assets and help train and mentor junior analysts.

What This Job Offers

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