Senior Financial 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 $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.

Bellwether is seeking a Portfolio Analytics Senior Analyst to join our Portfolio Management Team. It is a unique opportunity for someone eager to play an integral role in producing highly leveraged and impactful analytical reports. The individual will interact with multiple stakeholders while gaining exposure to various asset classes and fundraising and marketing initiatives. Additionally, this role will be critical in helping conduct portfolio analysis, create new client reporting, and spearhead various production efforts across teams.

• Compile investment-level financial information and assist in creating best-in-class investor relationships and marketing reports
• Build, maintain and assist in automating analytical dashboards across multiple clients
• Analyze and calculate portfolio-level metrics that will be used to provide KPIs across various client strategies (i.e., Opportunistic, Income, and Debt)
• Actively engage and coordinate deliverables with Asset and Portfolio management teams
• Assist with Due Diligence Questionnaires for client fundraising efforts
• Create and develop marketing and investor reports for new clients

• Minimum 2-3 years of experience in financial services and/or real estate investment, and at least the same amount of time in an analytical role
• Advanced Excel and Power Point
• Experience in Big Data Management, MRI and Tableau is a plus

• A bachelor’s degree is required, preferably in Finance, Economics or Engineering fields

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 analytical skills and detailed oriented. Proven ability to grasp new concepts, initiate ideas and implement new processes. Exhibits an eagerness to learn. Ability to work cross-functionally with different parts of the organization. Ability to manage and organize large amounts of data and communications.
• 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.

• No travel is required for this position.

• Classification: Exempt
• Position Status: Regular / Full Time
• Reports To: Managing Director, Portfolio Analytics
• 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…