Associate, Equity

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 is privately held and has offices in Los Angeles, Salt Lake City, London and Dallas.

Overview

The Equity Associate will support Bellwether’s robust platform provides opportunities across a variety of asset classes, financial modeling, fund-level reporting, and underwriting of equity investments. Regular communication with internal and external decision-makers will be expected in this role, offering exposure to industry leaders in the real estate investment community.

• Assist in the proactive monitoring and management of a portfolio of real estate equity investments;
• Develop and maintain detailed asset-level cash flow reforecasting models;
• Guide Analysts in the maintenance of detailed asset‑and portfolio‑reporting models to monitor the performance of investments at the asset level;
• Underwrite a variety of asset classes using Excel‑based underwriting models, including complex cashflow, budget, IRR and fund/partnership waterfall modeling;
• Review and analyze business plans, leasing activity and monthly property‑operating performance;
• Liaison with operating partners and leading members of the Acquisition Teams to review business plan execution; and
• Demonstrate strong leadership abilities and effective management skills, with a desire to manage,mentor and develop team members.

• A minimum of 3 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;
• Mastery in Microsoft Excel, PowerPoint and ARGUS Enterprise;
• (Multi‑Family roles only) Experience with Real Page and Yardi 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: 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.
• 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.
• Leadership & Management: Ability to supervise and direct people and/or resources to meet department goals. Able to motivate people and plan/prioritize operations while responding to changing conditions. Able to cultivate and build relationships with team and clients. Proficiency in reviewing other people’s work and providing constructive feedback.

• 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.

• Classification: Exempt
• Position Status: Regular / Full Time
• Reports To: Vice President, Equity
• 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,…