Analyst, Debt
About The Position
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, Salt Lake City, London and Dallas. Overview The Debt Asset Management Team is responsible for the oversight of a portfolio of commercial real estate debt investments. The Analyst, Debt will be responsible for supporting the asset management team in preserving and creating value in the existing portfolio. This role will work alongside the investment team in the origination, underwriting and execution of real estate debt related investment opportunities across various property types. The Analyst, Debt will support the team by maintaining complex financial analyses, evaluating monthly operating reports, and interacting directly with sponsors.
Requirements
- A minimum of 1 yearsâ relevant experience
- Demonstrated interest in commercial real estate analytics
- Bachelorâs degree required
- 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. Property underwriting and advanced financial modeling and analytics. Ability to understand and analyze loan documents, leases and management agreements.
- 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.
- Excellent verbal and written communication skills; strong listening and interpersonal skills. Highly effective at preparing and presenting information.
- 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.
Responsibilities
- Assist in the proactive monitoring and management of a portfolio of debt investments across various property types
- Review and analyze business plans, leasing activity and monthly property operating performance
- Perform market-level due diligence
- Maintain detailed and complex asset-level cash flow reforecasting models
- Organize investment level data on a monthly & quarterly reporting basis
- Once up to speed, oversee and train incoming analysts
- Evaluate and analyze potential new debt investments and assist with due diligence and execution of said investments
- Perform additional ad-hoc analysis as needed
- Assist with ongoing monitoring and evaluation of the performance of investments, execution of business plans, and sub-market fundamentals
- Summarize and present on portfolio performance to senior management
- Perform cash flow modeling, competitive property analysis, and market research analysis.
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
