Senior Associate, Valuations

Bellwether • Dallas, TX

10d • Onsite

About The Position

Bellwether is hiring for its Valuations Team to support the valuation of a portfolio of commercial real estate investments. The role maintains complex financial analyses, evaluates investment performance, and underwrites periodic real estate investments. It offers learning and growth opportunities and exposure to real estate investment experts and senior leadership, requiring professionalism and ownership of work.

The position is classified as exempt and regular full-time, with no direct reports. It reports to the Vice President. Travel is not anticipated but may be needed from time to time.

The role is performed in an indoor business office environment with moderate noise and light foot traffic. Physical demands include extended periods at an office workstation; standing, sitting, and walking; reaching, stooping, or kneeling; and frequent, repetitive use of hands, wrists, and fingers to operate office equipment. It also involves preparing or inspecting documents and communicating information accurately. The position requires independent work, collaboration, active listening, critical thinking, decision-making, time management, administration skills, and regular, predictable attendance.

Requirements

• A minimum of 6–7 years of relevant experience in real estate valuations, consulting, portfolio management, or audit/accounting.
• Experience with property underwriting and financial modeling.
• High proficiency in Microsoft Office Suite and ARGUS Enterprise.
• Demonstrated interest in commercial real estate.
• Bachelor’s degree in finance, real estate, accounting, or a related field.
• Strong financial acumen and attention to detail; ability to learn, initiate ideas, and implement processes.
• Ability to work independently and proactively, solve problems, improve processes or services, and take responsibility for completing tasks.
• Excellent verbal and written communication, listening, interpersonal, presentation, and information-preparation skills.
• Honesty, integrity, confidentiality, adherence to company policies, and ability to foster a collaborative and productive work environment.

Responsibilities

• Assist with monthly and quarterly valuations of U.S. real estate investments, including discounted cash flow, sales comparable, and cost analyses, appraisal review, and reporting.
• Maintain detailed and complex asset-level cash flow models.
• Review and track business plans, leasing activity, and monthly property operating performance for valuation purposes.
• Analyze market data and comparable transactions.
• Compile valuation data and statistics to support fundraising, marketing, DDQs, and ad hoc investor requests.
• Perform additional ad hoc analysis as needed.

Benefits

• Employer-paid medical, dental, and vision insurance, with buy-up options available.
• Flexible Spending Account and Health Savings Account.
• Carrot Fertility Benefit with a $10,000 lifetime benefit.
• 401(k) company match of 4%, immediately vested.
• Generous paid time off, 11 paid company holidays, and paid holiday office closure.
• 14 weeks of maternity leave and 12 weeks of parental leave.
• Wellbeing program offerings.
• Cell phone reimbursement.
• Team events and holiday parties.

What This Job Offers

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