Senior Analyst, Valuations

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.

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.

• 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.

• 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.

• Bachelor’s degree in finance, real estate, accounting or other related fields required

• 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 is not anticipated, but may be needed from time to time.

• Classification: Exempt
• Position Status: Regular / Full Time
• Reports To: Vice President
• Direct Reports: No

• 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…