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, London and Dallas.
Overview
The Debt Asset Management Team is responsible for the oversight of a portfolio of commercial real estate debt investments. The Senior Analyst, Debt will be responsible for supporting the asset management team in preserving and creating value in the existing portfolio. This role will also work alongside the investment team in the origination, underwriting, and execution of real estate debt related investment opportunities across various property types. The Senior Analyst, Debt will support the team by maintaining complex financial analyses, evaluating monthly operating reports, and interacting directly with sponsors through bi-weekly
operations calls. In this role there will be tremendous learning and growth opportunities through interactions with leading experts in the real estate investment industry.
Key Responsibilities
- Assist in the proactive monitoring and management of a portfolio of debt investments across various
property types;
- Review and analyze business plans, leasing activity, and monthly property operating data; Analyze loan draws to ensure property business plans stay in line with budget and leasing parameters;
- Liaison with borrowers and leading members of the Asset Management Team and client to review
business plan execution and ensure debt covenants are met;
- Generate reporting materials to monitor the performance of investments at the asset level and
support portfolio management analytics;
- Examine and report on covenant monitoring;
- Perform credit analysis of potential sponsors/borrowers;
- Support loan closing and onboarding to Asset Management function; spearhead loan repayment
process;
- Focus on all aspects of loan originations, financial modeling/underwriting, term sheets, due diligence,
loan document review, and closings;
- Perform in-depth market research, comparable sale reviews, lease analyses and sponsor diligence;
- Support asset management through review of borrower quarterly reporting and loan covenant
compliance;
- Collaborate to perform due diligence throughout the closing process; and
- Play a major role in the preparation of investment memoranda and participate in deal presentations to
the debt investment committee.
Professional Experience
- A minimum of 2 years’ relevant experience;
- Advanced financial modeling and analytical skills; and
- Ability to understand and analyze loan documents, leases, and management agreements.
Education/Certification
- Bachelor’s degree required, preferably in Business, Finance, Real Estate, Economics, or a related field of study.
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. Ability to build out a complex financial model from scratch 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, 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 required on an as-needed basis, approximately 1-2 times per month depending on deal list.
Position Details
- Classification: Exempt
- Position Status: Regular, Full Time
- Reports To: Vice President, Senior Vice President or Managing Director
- Direct Reports: Yes
Physical and 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 environment 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.
Benefits
- We offer a comprehensive benefits package that includes:
- 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
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Intent of Position Description
This position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position.
Equal Opportunity Employer
Bellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States.
