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
As a Senior Analyst on the Bellwether Valuations Team, you will support the valuations of a portfolio of commercial real estate investments. Key responsibilities include maintaining complex financial analyses, evaluating investment performance and underwriting periodic real estate investments. In this role, there will be tremendous learning and growth opportunities with exposure to leading experts in the real estate investment industry. The significant exposure to senior leadership requires a high degree of professionalism and work ownership.
Key Responsibilities
- Assist in monthly and quarterly valuations of real estate investments across the United States, including conducting DCF/sale comparable/cost analyses, appraisal review, reporting, etc.;
- Maintain detailed and complex asset level cash flow models;
- Review and track business plans, leasing activity and monthly property operating performance for valuations purposes;
- Analyze market data and comparable transactions
- Compile valuations data and statistics to assist fundraising, marketing, DDQs and ad hoc investor requests;
- Perform additional ad-hoc analysis as needed.
Professional Experience
- A minimum of 2 years’ relevant experience in real estate valuations, consulting, portfolio management or audit/accounting.
- Experience with property underwriting and financial modeling.
- Highly proficient in Microsoft Office Suite and ARGUS Enterprise.
- Demonstrated interest in commercial real estate.
Education/Certification
- Bachelor’s degree in finance, real estate, accounting or other related fields 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: Detailed-oriented and possess good financial acumen. Eager to learn, with proven ability to initiate ideas and implement new processes.
- 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
- Travel is not anticipated, but may be needed from time to time.
Position Details
- Classification: Exempt
- Position Status: Regular / Full Time
- Reports To: Vice President
- Direct Reports: No
Physical and Mental Demands
Work Environment
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
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.
