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Bellwether

Posted 1 month ago

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Senior Analyst, Equity

DallasOn-siteFull-time

AI Summary

A Senior Analyst, Equity at Bellwether supports oversight of a commercial real estate investment portfolio, maintaining financial analyses, reviewing monthly operating reports, and participating in leasing calls while contributing to strategic initiatives and mentoring junior analysts.

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

A Senior Analyst, Equity will support the oversight of a portfolio of commercial real estate investments. Key responsibilities include maintaining complex financial analyses, evaluating monthly operating reports and participating in bi-weekly leasing calls. The Senior Analyst, Equity will be encouraged to contribute on the strategic initiatives across their deals and suggest business plan variations, where appropriate.

Key Responsibilities

  • Assist in the proactive monitoring and management of a portfolio of equity investments across various property types
  • Review and analyze business plans, leasing activity and monthly property operating performance
  • Maintain detailed and complex asset-level cash flow reforecasting models
  • Organize investment-level data on a monthly & quarterly reporting basis
  • Evaluate and analyze potential new investments, assisting with due diligence and execution of said investments
  • Liaison with operating partners and leading members of the asset management team to review business plan execution
  • Perform additional ad-hoc analysis as needed
  • Help train and mentor junior analysts.

    • Professional Experience

  • A minimum of 2 years’ relevant experience
  • Asset Management, Development, or Acquisitions across major asset classes experience preferred; 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, PowerPoint and ARGUS Enterprise

    • 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: Development and analysis of real estate-based financial models with a focus on multifamily, office, and industrial assets. Familiarity with complex financial models including waterfalls and various debt structures. Ability to read and analyze investment, lease, and management agreements.
  • Initiative & Dependability: Ability to perform responsibilities independently and proactively, solve problems, and improve processes and/or services. Self-directed, takes initiative and responsibility, and 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: Regular, Full-Time
  • Reports To: Vice President, Equity
  • 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-level Cash Flow ReforecastingDebt Structure AnalysisExcelFinancial ModelingIndustrial Asset AnalysisInvestment AnalysisJoint-venture Agreement ReviewLease AnalysisLoan Document ReviewManagement Agreement ReviewMultifamily AnalysisOffice Asset AnalysisPowerPointProperty UnderwritingWaterfall Analysis

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