Senior Analyst

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.

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.

• 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.

• 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

• Bachelor’s degree required

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…