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Bellwether

Posted 3 days ago

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Senior Analyst

DallasOn-siteFull-time

AI Summary

Supports the Debt and Equity Asset Management team by monitoring and analyzing real estate investments, building cash flow models, reviewing operating reports, and preparing performance reports for senior management and clients.

About this role

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 $35 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, London and Dallas.

Overview

The Analyst or Senior Analyst role will support the Debt and Equity Asset Management team in the monitoring and execution of senior debt, mezzanine debt, equity and preferred equity investments across multiple property types, maintain asset-level analyses, evaluate operating and leasing performance, and work with sponsors and operating partners to advance business plans and create value. The role may be filled at either level based on the selected candidate’s experience and capabilities.

Key Responsibilities

  • Monitor a portfolio of debt and equity investments across multifamily, industrial, hotel, retail and office assets; track performance, risks, submarket fundamentals, and progress against business plans.
  • Review monthly operating reports, budgets, leasing activity, business plans, and property-level financial results; participate in leasing and operating partner calls.
  • Build and maintain detailed asset-level cash flow models and reforecasts, including property underwriting, debt structures, and equity waterfalls; evaluate sensitivities and potential business plan changes.
  • Support ongoing asset management of debt investments, including analysis of loan performance, facilitating monthly waterfalls, sponsor requests and proposals, cash flows, loan terms, and potential modifications or other business plan decisions.
  • Work with operating partners and senior asset management team members to review progress towards business plan execution, manage distributions and contributions of cash, and develop recommendations for equity investments.
  • Analyze investment performance and prepare monthly and quarterly reporting; summarize 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.

Professional Experience

  • At least one year of relevant experience for Analyst candidates and generally two or more years for Senior Analyst candidates
  • Experience in Asset Management, Development, or Acquisitions across major asset classes
  • Client-facing experience preferred
  • Experience with property underwriting and advanced financial modeling
  • Familiarity with reading loan documents, joint-venture agreements, management agreements, etc.
  • Proficiency in Microsoft Excel and PowerPoint; experience with ARGUS Enterprise preferred

    • Education/Certification

  • Bachelor’s degree required

    • Essential Skills & Competencies

    Bellwether seeks to hire entrepreneurial individuals who are highly motivated, mature and intelligent, with demonstrated excellence in prior endeavors. The successful candidate should have:

  • Job Knowledge & Technical Ability: Strong property underwriting, financial modeling, and analytical skills, including the ability to build or adapt complex models involving debt structures and equity waterfalls.
  • Initiative & Dependability: 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.
  • Communication: Excellent verbal and written communication skills; strong listening and interpersonal skills. Highly effective at preparing and presenting information.
  • Professionalism & Teamwork: 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.

    • Travel Requirements

  • Local and/or nationwide travel to assets and client sites may be required as needed, approximately 1-2 times per month depending on deal list.

    • Position Details

  • Classification: Exempt
  • Position Status: Full Time
  • Reports To: Senior Associate or Vice President
  • Direct Reports: No

    • Physical & Mental Demands

  • While performing the duties of this job, the employee is regularly required to stand, sit, and walk. 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.
    • The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

    Work Environment

  • No hazardous or significantly unpleasant conditions (such as in a typical office).
  • Moderate noise (i.e., business office with computers, phones, printers and light traffic).
  • Indoor business office environment with windows; light foot traffic within work areas.
    • The work environmental characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    Skills

    ARGUS EnterpriseAsset ManagementCash Flow ModelingDebt StructuresEquity WaterfallsExcelFinancial ModelingLoan AnalysisPowerPointProperty Underwriting

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