[{"additionalPlain":"#LI-Onsite\n\n\nIntent of Position Description\nThis position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position. \n\nEqual Opportunity Employer\nBellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition  (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States.\n","additional":"<div>#LI-Onsite</div><div><br></div><div><b style=\"font-size: 18px\">Intent of Position Description</b></div><div><span style=\"font-size: 16px\">This position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position. </span></div><div><br></div><div><b style=\"font-size: 18px\">Equal Opportunity Employer</b></div><div><span style=\"font-size: 16px\">Bellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition&nbsp; (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States.</span></div>","categories":{"commitment":"Full-time","department":"Debt Asset Management","location":"Dallas, TX","team":"Loan Servicing","allLocations":["Dallas, TX"]},"createdAt":1763485516675,"descriptionPlain":"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. \n\n\nOverview\nThe Analyst, CRE Investor Reporting will be responsible for preparing monthly reports, reconciling, research, and remittance activities in accordance with CREFC guidelines and servicing agreements. This individual will provide guidance and oversight to less senior team members and help create and build process documentation, automation, and analytical insights to ensure that we are consistently providing best in class service to our investors and customers.\n","description":"<div><span style=\"font-size: 11pt\">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.&nbsp;</span></div><div><br></div><div><strong style=\"font-size: 18px;\">Overview</strong></div>\n<div>The Analyst, CRE Investor Reporting will be responsible for preparing monthly reports, reconciling, research, and remittance activities in accordance with CREFC guidelines and servicing agreements. This individual will provide guidance and oversight to less senior team members and help create and build process documentation, automation, and analytical insights to ensure that we are consistently providing best in class service to our investors and customers.</div>","id":"bbddc1ca-5a23-467d-b5aa-af2fb9e08d32","lists":[{"text":" Key Responsibilities","content":"\n<li>Work closely with the Servicing team to reconcile remittance accounts and resolve any discrepancies promptly;</li>\n<li>Prepare reports with strict adherence to reporting requirements and partner with other departments on joint initiatives;</li>\n<li>Manage all monthly remittances on assigned portfolios within the applicable required remittance deadlines and submit for processing;</li>\n<li>Partner with the Treasury team on initiating distribution wires and oversee the documented completion process;</li>\n<li>Investigate, reconcile, and provide timely resolution to all investor issues and reporting exceptions;</li>\n<li>Create summary or modified work-product that responds to audits, Rating Agency or other inquiries and requests of management;</li>\n<li>Research operational, reporting, or data issues and present solutions or process improvements to management;</li>\n<li>Maintain organized shared folders to facilitate yearly audits and reconciliation;</li>\n<li>Leverage Excel and accounting experience to create a routine remittance process to scale a growing Client base with diverse fund structures and distribution instructions;</li>\n<li>Provide direction, leadership, training, motivation, coaching and assessment for junior team members to ensure optimum performance in support of company and department goals as needed; and</li>\n<li>Conduct ad-hoc reporting or research as directed by management.</li>\n"},{"text":" Professional Experience","content":"\n<li>A minimum of 1+ years of investor reporting experience in commercial mortgage servicing.</li>\n<li>Proficiency with Excel and CRE loan servicing software; experience with Strategy servicing software valued but not required.</li>\n"},{"text":"Education/Certification","content":"\n<li>Bachelor’s degree in Business Administration, Finance, or a related field of study / work experience equivalence required.</li>\n"},{"text":"Essential Skills & Competencies","content":"\n<li>Bellwether seeks to hire entrepreneurial individuals who are highly motivated, mature, and intelligent, with demonstrated excellence in prior endeavors. The successful candidate should have:</li>\n<li><strong>Job Knowledge &amp; Technical Ability</strong>: Strong analytical skills and detailed oriented. Proven ability to initiate ideas and implement new processes. Ability to read and analyze investment, lease, loan, and management agreements.</li>\n<li><strong>Initiative &amp; Dependability</strong>: 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.</li>\n<li><strong>Communication</strong>: Excellent verbal and written communication skills; strong listening and interpersonal skills. Highly effective at preparing and presenting information.</li>\n<li><strong>Professionalism &amp; Teamwork</strong>: 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.</li>\n"},{"text":"Travel Requirements","content":"\n<li>Travel is not anticipated but may be needed from time to time.</li>\n"},{"text":" Position Details","content":"\n<li><strong>Classification:&nbsp; </strong>Exempt</li>\n<li><strong>Position Status:&nbsp; </strong>Regular / Full Time</li>\n<li><strong>Reports To:&nbsp; </strong>Vice President, Loan Servicing</li>\n<li><strong>Direct Reports:&nbsp; </strong>No</li>\n"},{"text":"Physical and Mental Demands","content":"\n<li>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.</li>\n<li>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.</li>\n<li>Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly.</li>\n<li>Ability to work independently, and prioritize duties to ensure timely completion. The ability to collaborate is also imperative.</li>\n<li>Requires active listening, critical thinking, making decisions, time management, as well as administration skills.</li>\n<li>Ability to interact in a courteous professional manner at all times.</li>\n<li>Regular, predictable attendance is required.</li>\n<li>The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.</li>\n"},{"text":"Work Environment","content":"\n<li>No hazardous or significantly unpleasant conditions (such as in a typical office).</li>\n<li>Moderate noise (i.e., business office with computers, phones, printers and light traffic)</li>\n<li>Indoor business office environment with windows; light foot traffic within work areas</li>\n<li><em>The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</em></li>\n"},{"text":"Benefits","content":"\n<li>We offer a comprehensive benefits package that includes:</li>\n<li>Employer-paid Medical, Dental &amp; Vision, with buy-up options available</li>\n<li>Flexible Spending Account, Health Savings Account</li>\n<li>Carrot Fertility Benefit - $10,000 lifetime benefit</li>\n<li>401k company match 4%, immediately vested</li>\n<li>Generous PTO, 11 Paid Company Holidays &amp; Paid Holiday Office Closure</li>\n<li>14 weeks Maternity Leave &amp; 12 weeks Parental Leave</li>\n<li>Wellbeing program offerings</li>\n<li>Cell phone reimbursement</li>\n<li>Engaging team events &amp; holiday parties</li>\n"}],"text":"Analyst, Investor Reporting (Commercial Real Estate)","country":"US","workplaceType":"onsite","opening":"<div><span style=\"font-size: 11pt\">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.&nbsp;</span></div>","openingPlain":"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. \n","descriptionBody":"<div><strong style=\"font-size: 18px;\">Overview</strong></div>\n<div>The Analyst, CRE Investor Reporting will be responsible for preparing monthly reports, reconciling, research, and remittance activities in accordance with CREFC guidelines and servicing agreements. This individual will provide guidance and oversight to less senior team members and help create and build process documentation, automation, and analytical insights to ensure that we are consistently providing best in class service to our investors and customers.</div>","descriptionBodyPlain":"Overview\nThe Analyst, CRE Investor Reporting will be responsible for preparing monthly reports, reconciling, research, and remittance activities in accordance with CREFC guidelines and servicing agreements. This individual will provide guidance and oversight to less senior team members and help create and build process documentation, automation, and analytical insights to ensure that we are consistently providing best in class service to our investors and customers.\n","hostedUrl":"https://jobs.lever.co/bellwetheram-2/bbddc1ca-5a23-467d-b5aa-af2fb9e08d32","applyUrl":"https://jobs.lever.co/bellwetheram-2/bbddc1ca-5a23-467d-b5aa-af2fb9e08d32/apply"},{"additionalPlain":"Intent of Position Description\nThis position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position. \n\nEqual Opportunity Employer\nBellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition  (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States.\n","additional":"<div><b style=\"font-size: 18px\">Intent of Position Description</b></div><div><span style=\"font-size: 16px\">This position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position. </span></div><div><br></div><div><b style=\"font-size: 18px\">Equal Opportunity Employer</b></div><div><span style=\"font-size: 16px\">Bellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition&nbsp; (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States.</span></div>","categories":{"commitment":"Full-time","department":"Debt Asset Management","location":"Dallas, TX","team":"Loan Servicing","allLocations":["Dallas, TX"]},"createdAt":1749577461908,"descriptionPlain":"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. \n\n\nOverview\nAs an Analyst, Loan Servicing at Bellwether, you will be responsible for servicing a portfolio of commercial real estate debt investments. The Analyst, Loan Servicing will work closely with the Debt Team to ensure loan records are accurately maintained and servicing functions are executed timely. This role will be encouraged to create efficiencies and implement processes improvements to provide the best-in-class service for our clients.\n","description":"<div><span style=\"font-size: 11pt\">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.&nbsp;</span></div><div><br></div><div><strong style=\"font-size: 18px;\">Overview</strong></div>\n<div><span style=\"font-size: 16px;\">As an Analyst, Loan Servicing at Bellwether, you will be responsible for servicing a portfolio of commercial real estate debt investments. The Analyst, Loan Servicing will work closely with the Debt Team to ensure loan records are accurately maintained and servicing functions are executed timely. This role will be encouraged to create efficiencies and implement processes improvements to provide the best-in-class service for our clients.</span></div>","id":"3b197352-eb3c-48b3-9d56-8c4ddd93830c","lists":[{"text":" Key Responsibilities","content":"\n<li>Review and interpret loan documents to determine key loan data related to loan payment calculations, escrow setup and tracking, monthly fees, payoff calculations and loan covenants;</li>\n<li>Assist with onboarding process for new loans or portfolios of loans, ensuring data integrity;</li>\n<li>Perform quality control checks within the servicing system;</li>\n<li>Monitor tax and insurance reserves and escrow accounts and perform routine escrow analyses;</li>\n<li>Coordinate lien releases and UCC continuations and terminations;</li>\n<li>Review monthly draw requests for completeness and compliance with loan documents, including review of budgets, back-up documentation, title updates, and inspection reports;</li>\n<li>Generate and review monthly billing statements and payoff statements;</li>\n<li>Produce daily, weekly, and monthly reports as scheduled and distribute those timely;</li>\n<li>Develop and maintain relationships with clients, borrowers, and key stakeholders;</li>\n<li>Coordinate with treasury department for daily cash management functions, payment and disbursement tracking and reconciliation of escrow accounts;</li>\n<li>Compose processes and procedures required; and</li>\n<li>Perform additional ad-hoc analysis, projects and reporting as requested.&nbsp;</li>\n"},{"text":" Professional Experience","content":"\n<li>A minimum of 1 year of relevant experience</li>\n<li>Commercial Real Estate Loan Servicing experience required; Bridge and Construction Loan Servicing experience preferred&nbsp;</li>\n<li>Experience with Strategy Servicing Software valued, but not required</li>\n"},{"text":"Education/Certification","content":"\n<li>Bachelor’s degree required in Business Administration, Finance, or a related field of study/work experience equivalence.</li>\n"},{"text":"Essential Skills & Competencies","content":"\n<li>Bellwether seeks to hire entrepreneurial individuals who are highly motivated, mature and intelligent, with demonstrated excellence in prior endeavors. The successful candidate should have:</li>\n<li><strong>Job Knowledge &amp; Technical Ability: </strong>Strong attention to detail. Ability to review and interpret loan agreements. Ability to calculate monthly payments with accuracy. Proficiency with Excel and CRE loan servicing software. Proven qualitative and quantitative analysis skills. Adaptability in dynamic environment. Demonstrated ability to prioritize work and manage time effectively.</li>\n<li><strong>Initiative &amp; Dependability:</strong> 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.</li>\n<li><strong>Communication: </strong>Excellent verbal and written communication skills; strong listening and interpersonal skills. Highly effective at preparing and presenting information.</li>\n<li><strong>Professionalism &amp; Teamwork:</strong> 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.&nbsp;&nbsp;</li>\n"},{"text":"Travel Requirements","content":"\n<li>Travel is not anticipated but may be needed from time to time.</li>\n"},{"text":" Position Details","content":"\n<li><strong>Classification:&nbsp; </strong>Exempt</li>\n<li><strong>Position Status:&nbsp; </strong>Regular / Full Time</li>\n<li><strong>Reports To:&nbsp; </strong>Vice President, Loan Servicing</li>\n<li><strong>Direct Reports:&nbsp; </strong>No</li>\n"},{"text":"Physical and Mental Demands","content":"\n<li>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.</li>\n<li>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.</li>\n<li>Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly.</li>\n<li>Ability to work independently, and prioritize duties to ensure timely completion. The ability to collaborate is also imperative.</li>\n<li>Requires active listening, critical thinking, making decisions, time management, as well as administration skills.</li>\n<li>Ability to interact in a courteous professional manner at all times.</li>\n<li>Regular, predictable attendance is required.</li>\n<li>The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.</li>\n"},{"text":"Work Environment","content":"\n<li>No hazardous or significantly unpleasant conditions (such as in a typical office).</li>\n<li>Moderate noise (i.e., business office with computers, phones, printers and light traffic)</li>\n<li>Indoor business office environment with windows; light foot traffic within work areas</li>\n<li><em>The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</em></li>\n"},{"text":"Benefits","content":"\n<li>We offer a comprehensive benefits package that includes:</li>\n<li>Employer-paid Medical, Dental &amp; Vision, with buy-up options available</li>\n<li>Flexible Spending Account, Health Savings Account</li>\n<li>Carrot Fertility Benefit - $10,000 lifetime benefit</li>\n<li>401k company match 4%, immediately vested</li>\n<li>Generous PTO, 11 Paid Company Holidays &amp; Paid Holiday Office Closure</li>\n<li>14 weeks Maternity Leave &amp; 12 weeks Parental Leave</li>\n<li>Wellbeing program offerings</li>\n<li>Cell phone reimbursement</li>\n<li>Engaging team events &amp; holiday parties</li>\n"}],"text":"Analyst, Loan Servicing (Commercial Real Estate)","country":"US","workplaceType":"onsite","opening":"<div><span style=\"font-size: 11pt\">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.&nbsp;</span></div>","openingPlain":"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. \n","descriptionBody":"<div><strong style=\"font-size: 18px;\">Overview</strong></div>\n<div><span style=\"font-size: 16px;\">As an Analyst, Loan Servicing at Bellwether, you will be responsible for servicing a portfolio of commercial real estate debt investments. The Analyst, Loan Servicing will work closely with the Debt Team to ensure loan records are accurately maintained and servicing functions are executed timely. This role will be encouraged to create efficiencies and implement processes improvements to provide the best-in-class service for our clients.</span></div>","descriptionBodyPlain":"Overview\nAs an Analyst, Loan Servicing at Bellwether, you will be responsible for servicing a portfolio of commercial real estate debt investments. The Analyst, Loan Servicing will work closely with the Debt Team to ensure loan records are accurately maintained and servicing functions are executed timely. This role will be encouraged to create efficiencies and implement processes improvements to provide the best-in-class service for our clients.\n","hostedUrl":"https://jobs.lever.co/bellwetheram-2/3b197352-eb3c-48b3-9d56-8c4ddd93830c","applyUrl":"https://jobs.lever.co/bellwetheram-2/3b197352-eb3c-48b3-9d56-8c4ddd93830c/apply"},{"additionalPlain":"Intent of Position Description\nThis position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position. \n\nEqual Opportunity Employer\nBellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition  (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States.\n","additional":"<div><b style=\"font-size: 18px\">Intent of Position Description</b></div><div><span style=\"font-size: 16px\">This position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position. </span></div><div><br></div><div><b style=\"font-size: 18px\">Equal Opportunity Employer</b></div><div><span style=\"font-size: 16px\">Bellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition&nbsp; (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States.</span></div>","categories":{"commitment":"Full-time","department":"Debt Asset Management","location":"Dallas, TX","team":"Debt Asset Management","allLocations":["Dallas, TX"]},"createdAt":1779212137277,"descriptionPlain":"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. \n\n\nOverview\n \nThe Debt Asset Management Team is responsible for the oversight of a portfolio of commercial real estate debt investments. The Associate, 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 Associate, Debt will support the team by overseeing investments as the primary point of contact for the client, evaluate property performance and present well-reasoned and decisive recommendations to senior management, and provide oversight and mentorship to junior staff members to support an expanding Asset Management platform. The Associate, Debt will be a dynamic team player with a desire to lead junior members of the team and can succeed in a highly entrepreneurial environment. \n","description":"<div><span style=\"font-size: 11pt\">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.&nbsp;</span></div><div><br></div><div><strong style=\"font-size: 18px;\">Overview</strong></div>\n<div>&nbsp;</div>\n<div>The Debt Asset Management Team is responsible for the oversight of a portfolio of commercial real estate debt investments. The Associate, 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 Associate, Debt will support the team by overseeing investments as the primary point of contact for the client, evaluate property performance and present well-reasoned and decisive recommendations to senior management, and provide oversight and mentorship to junior staff members to support an expanding Asset Management platform. The Associate, Debt will be a dynamic team player with a desire to lead junior members of the team and can succeed in a highly entrepreneurial environment.&nbsp;</div>","id":"5370b701-bd0b-4473-8ebf-3f1e0b5c7699","lists":[{"text":" Key Responsibilities","content":"\n<li style=\"list-style-type: revert;\">Assist in the proactive monitoring and management of a portfolio of debt investments (US and non-US)&nbsp;<br>across all property types (office, industrial, hotel, retail, &amp; residential) and securitized products, serving&nbsp;<br>as primary point for each loan assigned investments;</li>\n<li style=\"list-style-type: revert;\">Develop and maintain detailed asset-level cash flow reforecasting models;</li>\n<li style=\"list-style-type: revert;\">Manage the draw review process for assets that include construction or significant&nbsp;<br>renovation/alteration projects, actively monitor the progress of the work against the budget and&nbsp;<br>underwritten assumptions;</li>\n<li style=\"list-style-type: revert;\">Guide Analysts in the maintenance of detailed asset- and portfolio-reporting models to monitor the&nbsp;<br>performance of investments at the asset level;</li>\n<li style=\"list-style-type: revert;\">Underwrite a variety of asset classes using Excel-based underwriting models, including complex cash&nbsp;<br>flow, budget, IRR and fund/partnership waterfall modeling;</li>\n<li style=\"list-style-type: revert;\">Review and analyze business plans, leasing activity and monthly property-operating performance;</li>\n<li style=\"list-style-type: revert;\">Attend debt platform investment committee meetings and present findings to senior management;</li>\n<li style=\"list-style-type: revert;\">Perform property inspections;</li>\n<li style=\"list-style-type: revert;\">Track and highlight late payments and potential payoff and maturity date issues. Make&nbsp;<br>recommendations for loan modifications and various other borrower requests;</li>\n<li style=\"list-style-type: revert;\">Market research and competitive analysis;</li>\n<li style=\"list-style-type: revert;\">Liaison with operating partners and leading members of the Acquisition Teams to review business plan&nbsp;<br>execution; and</li>\n<li style=\"list-style-type: revert;\">Demonstrate strong leadership abilities and effective management skills, with a desire to manage,&nbsp;<br>mentor, and develop team members.&nbsp;</li>\n\n<div style=\"list-style-type: revert;\">&nbsp;</div>\n\n<li style=\"list-style-type: revert;\">People Management Responsibilities:&nbsp;<br>o Involved with staff selection, interviewing and training as needed;&nbsp;<br>o Oversee the day-to-day workload and performance of direct reports, providing clear direction&nbsp;<br>and support as needed to achieve work objectives;&nbsp;<br>o Ensure that direct reports understand their duties and delegated tasks;&nbsp;<br>o Monitor performance and development of direct reports and provide constructive and timely&nbsp;<br>feedback and coaching;&nbsp;<br>o Work with direct reports to set individual goals and deadlines and conduct regular performance&nbsp;<br>reviews aligned with performance review process; and&nbsp;<br>o Handle discipline of employees in accordance with company policy&nbsp;</li>\n"},{"text":" Professional Experience","content":"\n<li style=\"list-style-type: revert;\">A minimum of 3 years’ relevant experience&nbsp;</li>\n<li style=\"list-style-type: revert;\">Asset Management, Development, or Acquisitions across major asset classes experience preferred;&nbsp;<br>client-facing experience preferred</li>\n<li style=\"list-style-type: revert;\">Asset management experience, including development and analysis of real estate-based financial&nbsp;<br>models with a focus on multifamily, office, and industrial assets;</li>\n<li style=\"list-style-type: revert;\">Asset management experience, including development and analysis of real estate-based financial&nbsp;<br>models, underwriting, valuations and discounted cash flows</li>\n<li style=\"list-style-type: revert;\">Experience with property underwriting and advanced financial modeling;</li>\n<li style=\"list-style-type: revert;\">Ability to read and analyze Loan documents, lease and management agreements</li>\n<li style=\"list-style-type: revert;\">Proficiency in Microsoft Excel, PowerPoint and ARGUS Enterprise; and</li>\n<li style=\"list-style-type: revert;\">Familiarity with the leading commercial real estate market data resources (i.e. CoStar, Real Capital&nbsp;<br>Analytics, etc.) a plus.&nbsp;</li>\n"},{"text":"Education/Certification","content":"\n<li style=\"list-style-type: revert;\">Bachelor’s degree required, preferably in Business, Finance, Real Estate, Economics, or a related field&nbsp;<br>of study.</li>\n"},{"text":"Essential Skills & Competencies","content":"\n<li style=\"list-style-type: revert;\">Bellwether seeks to hire entrepreneurial individuals who are highly motivated, mature and intelligent, with demonstrated excellence in prior endeavors. The successful candidate should have:</li>\n\n<div style=\"list-style-type: revert;\">&nbsp;</div>\n\n<li style=\"list-style-type: revert;\"><strong>Job Knowledge &amp; Technical Ability: </strong>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. Ability to perform market analyses to develop reasoned inputs for modeling assumptions.</li>\n<li style=\"list-style-type: revert;\"><strong>Initiative &amp; Dependability:</strong> &nbsp;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.</li>\n<li style=\"list-style-type: revert;\"><strong>Communication: </strong>Excellent verbal and written communication skills; strong listening and interpersonal skills. Highly effective at preparing and presenting information</li>\n<li style=\"list-style-type: revert;\"><strong>Professionalism &amp; Teamwork:</strong> 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.</li>\n<li style=\"list-style-type: revert;\"><strong>Leadership &amp; Management:</strong> 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. Models values and behaviors</li>\n"},{"text":"Travel Requirements","content":"\n<li>&nbsp;Local and/or nationwide travel to assets and client sites required on an as-needed basis, approximately&nbsp;<br>1-2 times per month depending on deal list.</li>\n"},{"text":" Position Details","content":"\n<li style=\"list-style-type: revert;\"><strong>Classification:&nbsp;&nbsp;</strong>Exempt</li>\n<li style=\"list-style-type: revert;\"><strong>Position Status:&nbsp;&nbsp;</strong>Regular, Full Time</li>\n<li style=\"list-style-type: revert;\"><strong>Reports To:&nbsp;&nbsp;</strong>Vice President, Senior Vice President or Managing Director&nbsp;</li>\n<li style=\"list-style-type: revert;\"><strong>Direct Reports:&nbsp; </strong>Yes</li>\n"},{"text":"Physical and Mental Demands","content":"\n<li>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.</li>\n<li>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.</li>\n<li>Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly.</li>\n<li>Ability to work independently, and prioritize duties to ensure timely completion. The ability to collaborate is also imperative.</li>\n<li>Requires active listening, critical thinking, making decisions, time management, as well as administration skills.</li>\n<li>Ability to interact in a courteous professional manner at all times.</li>\n<li>Regular, predictable attendance is required.</li>\n<li>The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.</li>\n"},{"text":"Work Environment","content":"\n<li>No hazardous or significantly unpleasant conditions (such as in a typical office).</li>\n<li>Moderate noise (i.e., business office with computers, phones, printers and light traffic)</li>\n<li>Indoor business office environment with windows; light foot traffic within work areas</li>\n<li><em>The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</em></li>\n"},{"text":"Benefits","content":"\n<li>We offer a comprehensive benefits package that includes:</li>\n<li>Employer-paid Medical, Dental &amp; Vision, with buy-up options available</li>\n<li>Flexible Spending Account, Health Savings Account</li>\n<li>Carrot Fertility Benefit - $10,000 lifetime benefit</li>\n<li>401k company match 4%, immediately vested</li>\n<li>Generous PTO, 11 Paid Company Holidays &amp; Paid Holiday Office Closure</li>\n<li>14 weeks Maternity Leave &amp; 12 weeks Parental Leave</li>\n<li>Wellbeing program offerings</li>\n<li>Cell phone reimbursement</li>\n<li>Engaging team events &amp; holiday parties</li>\n"}],"text":"Associate, Debt","country":"US","workplaceType":"onsite","opening":"<div><span style=\"font-size: 11pt\">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.&nbsp;</span></div>","openingPlain":"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. \n","descriptionBody":"<div><strong style=\"font-size: 18px;\">Overview</strong></div>\n<div>&nbsp;</div>\n<div>The Debt Asset Management Team is responsible for the oversight of a portfolio of commercial real estate debt investments. The Associate, 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 Associate, Debt will support the team by overseeing investments as the primary point of contact for the client, evaluate property performance and present well-reasoned and decisive recommendations to senior management, and provide oversight and mentorship to junior staff members to support an expanding Asset Management platform. The Associate, Debt will be a dynamic team player with a desire to lead junior members of the team and can succeed in a highly entrepreneurial environment.&nbsp;</div>","descriptionBodyPlain":"Overview\n \nThe Debt Asset Management Team is responsible for the oversight of a portfolio of commercial real estate debt investments. The Associate, 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 Associate, Debt will support the team by overseeing investments as the primary point of contact for the client, evaluate property performance and present well-reasoned and decisive recommendations to senior management, and provide oversight and mentorship to junior staff members to support an expanding Asset Management platform. The Associate, Debt will be a dynamic team player with a desire to lead junior members of the team and can succeed in a highly entrepreneurial environment. \n","hostedUrl":"https://jobs.lever.co/bellwetheram-2/5370b701-bd0b-4473-8ebf-3f1e0b5c7699","applyUrl":"https://jobs.lever.co/bellwetheram-2/5370b701-bd0b-4473-8ebf-3f1e0b5c7699/apply"},{"additionalPlain":"#LI-Onsite\n\n\nIntent of Position Description\nThis position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position. \n\nEqual Opportunity Employer\nBellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition  (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States.\n","additional":"<div>#LI-Onsite</div><div><br></div><div><b style=\"font-size: 18px\">Intent of Position Description</b></div><div><span style=\"font-size: 16px\">This position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position. </span></div><div><br></div><div><b style=\"font-size: 18px\">Equal Opportunity Employer</b></div><div><span style=\"font-size: 16px\">Bellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition&nbsp; (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States.</span></div>","categories":{"commitment":"Full-time","department":"Debt Asset Management","location":"El Segundo, CA","team":"Debt Asset Management","allLocations":["El Segundo, CA"]},"createdAt":1773266687828,"descriptionPlain":"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. \n\n\nOverview\nThe Debt Asset Management Team is responsible for the oversight of a portfolio of commercial real estate debt investments. The Associate, 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 Associate, Debt will support the team by overseeing investments as the primary point of contact for the client, evaluate property performance and present well-reasoned and decisive recommendations to senior management, and provide oversight and mentorship to junior staff members to support an expanding Asset Management platform. The Associate, Debt will be a dynamic team player with a desire to lead junior members of the team and can succeed in a highly entrepreneurial environment. \n","description":"<div><span style=\"font-size: 11pt\">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.&nbsp;</span></div><div><br></div><div><strong style=\"font-size: 18px;\">Overview</strong></div>\n<div>The Debt Asset Management Team is responsible for the oversight of a portfolio of commercial real estate&nbsp;debt investments. The Associate, Debt will be responsible for supporting the asset management team in&nbsp;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&nbsp;property types. The Associate, Debt will support the team by overseeing investments as the primary point of&nbsp;contact for the client, evaluate property performance and present well-reasoned and decisive&nbsp;recommendations to senior management, and provide oversight and mentorship to junior staff members to&nbsp;support an expanding Asset Management platform. The Associate, Debt will be a dynamic team player with a&nbsp;desire to lead junior members of the team and can succeed in a highly entrepreneurial environment.&nbsp;</div>","id":"c0133b18-52fa-4066-adb5-193b81c5951c","lists":[{"text":" Key Responsibilities","content":"\n<li>&nbsp;Assist in the proactive monitoring and management of a portfolio of debt investments (US and non-US)&nbsp;across all property types (office, industrial, hotel, retail, &amp; residential) and securitized products, serving&nbsp;as primary point for each loan assigned investments;&nbsp;</li>\n<li>Develop and maintain detailed asset-level cash flow reforecasting models;&nbsp;</li>\n<li>Manage the draw review process for assets that include construction or significant&nbsp;renovation/alteration projects, actively monitor the progress of the work against the budget and&nbsp;underwritten assumptions;&nbsp;</li>\n<li>Guide Analysts in the maintenance of detailed asset- and portfolio-reporting models to monitor the&nbsp;performance of investments at the asset level;&nbsp;</li>\n<li>Underwrite a variety of asset classes using Excel-based underwriting models, including complex cash&nbsp;flow, budget, IRR and fund/partnership waterfall modeling;&nbsp;</li>\n<li>Review and analyze business plans, leasing activity and monthly property-operating performance;&nbsp;</li>\n<li>Attend debt platform investment committee meetings and present findings to senior management;&nbsp;</li>\n<li>Perform property inspections;&nbsp;</li>\n<li>Track and highlight late payments and potential payoff and maturity date issues. Make&nbsp;recommendations for loan modifications and various other borrower requests;&nbsp;</li>\n<li>Market research and competitive analysis;&nbsp;</li>\n<li>Liaison with operating partners and leading members of the Acquisition Teams to review business plan&nbsp;execution; and&nbsp;</li>\n<li>Demonstrate strong leadership abilities and effective management skills, with a desire to manage,&nbsp;mentor, and develop team members.&nbsp;</li>\n\n<div>People Management Responsibilities:&nbsp;</div>\n\n<li>Involved with staff selection, interviewing and training as needed;&nbsp;</li>\n<li>Oversee the day-to-day workload and performance of direct reports, providing clear direction&nbsp;and support as needed to achieve work objectives;&nbsp;</li>\n<li>Ensure that direct reports understand their duties and delegated tasks;&nbsp;</li>\n<li>Monitor performance and development of direct reports and provide constructive and timely&nbsp;feedback and coaching;&nbsp;</li>\n<li>Work with direct reports to set individual goals and deadlines and conduct regular performance&nbsp;reviews aligned with performance review process; and&nbsp;</li>\n<li>Handle discipline of employees in accordance with company policy&nbsp;</li>\n\n<div>&nbsp;</div>"},{"text":" Professional Experience","content":"\n<li>A minimum of 3 years’ relevant experience&nbsp;</li>\n<li>Asset Management, Development, or Acquisitions across major asset classes experience preferred;&nbsp;client-facing experience preferred&nbsp;</li>\n<li>Asset management experience, including development and analysis of real estate-based financial&nbsp;models with a focus on multifamily, office, and industrial assets;&nbsp;</li>\n<li>Asset management experience, including development and analysis of real estate-based financial&nbsp;models, underwriting, valuations and discounted cash flows&nbsp;</li>\n<li>Experience with property underwriting and advanced financial modeling;&nbsp;</li>\n<li>Ability to read and analyze Loan documents, lease and management agreements&nbsp;</li>\n<li>Proficiency in Microsoft Excel, PowerPoint and ARGUS Enterprise; and&nbsp;</li>\n<li>Familiarity with the leading commercial real estate market data resources (i.e. CoStar, Real Capital&nbsp;Analytics, etc.) a plus.&nbsp;</li>\n"},{"text":"Education/Certification","content":"\n<li>Bachelor’s degree required, preferably in Business, Finance, Real Estate, Economics, or a related field&nbsp;of study.</li>\n"},{"text":"Essential Skills & Competencies","content":"\n<li>Bellwether seeks to hire entrepreneurial individuals who are highly motivated, mature and intelligent, with demonstrated excellence in prior endeavors. The successful candidate should have:</li>\n<li><strong>Job Knowledge &amp; Technical Ability: </strong>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. Ability to read and analyze investment, lease, and management agreements.</li>\n<li><strong>Initiative &amp; Dependability:</strong> 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.</li>\n<li><strong>Communication: </strong>Excellent verbal and written communication skills; strong listening and interpersonal skills. Highly effective at preparing and presenting information.</li>\n<li><strong>Professionalism &amp; Teamwork:</strong> 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.&nbsp;&nbsp;</li>\n"},{"text":"Travel Requirements","content":"\n<li>&nbsp;Local and/or nationwide travel to assets and client sites required on an as-needed basis, approximately&nbsp;1-2 times per month depending on deal list.</li>\n"},{"text":" Position Details","content":"\n<li><strong>Classification:&nbsp; </strong>Exempt</li>\n<li><strong>Position Status:&nbsp; </strong>Regular, Full Time</li>\n<li><strong>Reports To:&nbsp; </strong>Vice President, Senior Vice President or Managing Director</li>\n<li><strong>Direct Reports:&nbsp; </strong>Yes</li>\n"},{"text":"Physical and Mental Demands","content":"\n<li>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.</li>\n<li>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.</li>\n<li>Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly.</li>\n<li>Ability to work independently, and prioritize duties to ensure timely completion. The ability to collaborate is also imperative.</li>\n<li>Requires active listening, critical thinking, making decisions, time management, as well as administration skills.</li>\n<li>Ability to interact in a courteous professional manner at all times.</li>\n<li>Regular, predictable attendance is required.</li>\n<li>The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.</li>\n"},{"text":"Work Environment","content":"\n<li>No hazardous or significantly unpleasant conditions (such as in a typical office).</li>\n<li>Moderate noise (i.e., business office with computers, phones, printers and light traffic)</li>\n<li>Indoor business office environment with windows; light foot traffic within work areas</li>\n<li><em>The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</em></li>\n"},{"text":"Benefits","content":"\n<li>We offer a comprehensive benefits package that includes:</li>\n<li>Employer-paid Medical, Dental &amp; Vision, with buy-up options available</li>\n<li>Flexible Spending Account, Health Savings Account</li>\n<li>Carrot Fertility Benefit - $10,000 lifetime benefit</li>\n<li>401k company match 4%, immediately vested</li>\n<li>Generous PTO, 11 Paid Company Holidays &amp; Paid Holiday Office Closure</li>\n<li>14 weeks Maternity Leave &amp; 12 weeks Parental Leave</li>\n<li>Wellbeing program offerings</li>\n<li>Cell phone reimbursement</li>\n<li>Engaging team events &amp; holiday parties</li>\n"}],"salaryRange":{"min":120000,"max":130000,"currency":"USD","interval":"per-year-salary"},"salaryDescription":"<div>$120,000 - 130,000 base, plus discretionary bonus</div>\n<div>Offered salary is based on a variety of factors, including skills, experience, and qualifications for the role.</div>","salaryDescriptionPlain":"$120,000 - 130,000 base, plus discretionary bonus\nOffered salary is based on a variety of factors, including skills, experience, and qualifications for the role.\n","text":"Associate, Debt","country":"US","workplaceType":"hybrid","opening":"<div><span style=\"font-size: 11pt\">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.&nbsp;</span></div>","openingPlain":"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. \n","descriptionBody":"<div><strong style=\"font-size: 18px;\">Overview</strong></div>\n<div>The Debt Asset Management Team is responsible for the oversight of a portfolio of commercial real estate&nbsp;debt investments. The Associate, Debt will be responsible for supporting the asset management team in&nbsp;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&nbsp;property types. The Associate, Debt will support the team by overseeing investments as the primary point of&nbsp;contact for the client, evaluate property performance and present well-reasoned and decisive&nbsp;recommendations to senior management, and provide oversight and mentorship to junior staff members to&nbsp;support an expanding Asset Management platform. The Associate, Debt will be a dynamic team player with a&nbsp;desire to lead junior members of the team and can succeed in a highly entrepreneurial environment.&nbsp;</div>","descriptionBodyPlain":"Overview\nThe Debt Asset Management Team is responsible for the oversight of a portfolio of commercial real estate debt investments. The Associate, 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 Associate, Debt will support the team by overseeing investments as the primary point of contact for the client, evaluate property performance and present well-reasoned and decisive recommendations to senior management, and provide oversight and mentorship to junior staff members to support an expanding Asset Management platform. The Associate, Debt will be a dynamic team player with a desire to lead junior members of the team and can succeed in a highly entrepreneurial environment. \n","hostedUrl":"https://jobs.lever.co/bellwetheram-2/c0133b18-52fa-4066-adb5-193b81c5951c","applyUrl":"https://jobs.lever.co/bellwetheram-2/c0133b18-52fa-4066-adb5-193b81c5951c/apply"},{"additionalPlain":"#LI-Onsite\n\n\nIntent of Position Description\nThis position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position. \n\nEqual Opportunity Employer\nBellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition  (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States.\n","additional":"<div>#LI-Onsite</div><div><br></div><div><b style=\"font-size: 18px\">Intent of Position Description</b></div><div><span style=\"font-size: 16px\">This position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position. </span></div><div><br></div><div><b style=\"font-size: 18px\">Equal Opportunity Employer</b></div><div><span style=\"font-size: 16px\">Bellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition&nbsp; (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States.</span></div>","categories":{"commitment":"Full-time","department":"Equity Asset Management","location":"Dallas, TX","team":"Equity Asset Management","allLocations":["Dallas, TX"]},"createdAt":1740519070866,"descriptionPlain":"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. \n\n\nOverview\nThe Equity Associate will support Bellwether's robust Asset Management team, gaining exposure to office and retail asset classes through 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.\n","description":"<div><span style=\"font-size: 11pt\">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.&nbsp;</span></div><div><br></div><div><b style=\"font-size: 18px;\">Overview</b></div><div><span style=\"font-size: 16px;\">The Equity Associate will support Bellwether's robust Asset Management team, gaining exposure to office and retail asset classes through financial modeling, fund-level reporting, and underwriting of equity investments. Regular&nbsp;communication with internal and external decision-makers will be expected in this role, offering exposure to&nbsp;industry leaders in the real estate investment community.</span></div>","id":"254c4b42-7cb7-4c32-893c-dffe8cb2a280","lists":[{"text":" Key Responsibilities","content":"<li>Assist in the proactive monitoring and management of a portfolio of real estate equity investments;</li><li>Develop and maintain detailed asset-level cash flow reforecasting models;</li><li>Guide Analysts in the maintenance of detailed asset- and portfolio-reporting models to monitor the&nbsp;performance of investments at the asset level;&nbsp;</li><li>Underwrite a variety of asset classes using Excel-based underwriting models, including complex cash&nbsp;flow, budget, IRR and fund/partnership waterfall modeling;</li><li>Review and analyze business plans, leasing activity and monthly property-operating performance;</li><li>Liaison with operating partners and leading members of the Acquisition Teams to review business plan&nbsp;execution; and</li><li>Demonstrate strong leadership abilities and effective management skills, with a desire to manage,&nbsp;mentor and develop team members.</li><div><br></div>"},{"text":" Professional Experience","content":"<li>A minimum of 3 years’ relevant experience;</li><li>Asset Management, Development, or Acquisitions across office and retail asset classes experience preferred; </li><li>Client-facing experience preferred;</li><li>Experience with property underwriting and advanced financial modeling;</li><li>Mastery in Microsoft Excel, PowerPoint and ARGUS Enterprise;</li><li>(Multi-Family roles only) Experience with Real Page and Yardi preferred.</li>"},{"text":"Education/Certification","content":"<li>Bachelor’s degree required</li>"},{"text":"Essential Skills & Competencies","content":"<li>Bellwether seeks to hire entrepreneurial individuals who are highly motivated, mature and intelligent, with demonstrated excellence in prior endeavors. The successful candidate should have:</li><li><b>Job Knowledge &amp; Technical Ability: </b>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.</li><li><b>Initiative &amp; Dependability:</b> 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.</li><li><b>Communication: </b>Excellent verbal and written communication skills; strong listening and interpersonal skills. Highly effective at preparing and presenting information.</li><li><b>Professionalism &amp; Teamwork:</b> 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.&nbsp;&nbsp;</li><li><b>Leadership &amp; Management:</b> 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.</li>"},{"text":"Travel Requirements","content":"<li>&nbsp;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.</li>"},{"text":" Position Details","content":"<li><b>Classification:&nbsp; </b>Exempt </li><li><b>Position Status:&nbsp; </b>Regular / Full Time</li><li><b>Reports To:&nbsp; </b>Vice President, Equity</li><li><b>Direct Reports:&nbsp; </b>No</li>"},{"text":"Physical and Mental Demands","content":"<li>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.</li><li>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. </li><li>Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly. </li><li>Ability to work independently, and prioritize duties to ensure timely completion. The ability to collaborate is also imperative. </li><li>Requires active listening, critical thinking, making decisions, time management, as well as administration skills. </li><li>Ability to interact in a courteous professional manner at all times. </li><li>Regular, predictable attendance is required.</li><li>The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.</li>"},{"text":"Work Environment","content":"<li>No hazardous or significantly unpleasant conditions (such as in a typical office). </li><li>Moderate noise (i.e., business office with computers, phones, printers and light traffic)</li><li>Indoor business office environment with windows; light foot traffic within work areas</li><li><i>The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</i></li>"},{"text":"Benefits","content":"<li>We offer a comprehensive benefits package that includes:</li><li>Employer-paid Medical, Dental &amp; Vision, with buy-up options available</li><li>Flexible Spending Account, Health Savings Account</li><li>Carrot Fertility Benefit - $10,000 lifetime benefit</li><li>401k company match 4%, immediately vested</li><li>Generous PTO, 11 Paid Company Holidays &amp; Paid Holiday Office Closure</li><li>14 weeks Maternity Leave &amp; 12 weeks Parental Leave</li><li>Wellbeing program offerings</li><li>Cell phone reimbursement</li><li>Engaging team events &amp; holiday parties</li>"}],"text":"Associate, Equity","country":"US","workplaceType":"onsite","opening":"<div><span style=\"font-size: 11pt\">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.&nbsp;</span></div>","openingPlain":"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. \n","descriptionBody":"<div><b style=\"font-size: 18px;\">Overview</b></div><div><span style=\"font-size: 16px;\">The Equity Associate will support Bellwether's robust Asset Management team, gaining exposure to office and retail asset classes through financial modeling, fund-level reporting, and underwriting of equity investments. Regular&nbsp;communication with internal and external decision-makers will be expected in this role, offering exposure to&nbsp;industry leaders in the real estate investment community.</span></div>","descriptionBodyPlain":"Overview\nThe Equity Associate will support Bellwether's robust Asset Management team, gaining exposure to office and retail asset classes through 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.\n","hostedUrl":"https://jobs.lever.co/bellwetheram-2/254c4b42-7cb7-4c32-893c-dffe8cb2a280","applyUrl":"https://jobs.lever.co/bellwetheram-2/254c4b42-7cb7-4c32-893c-dffe8cb2a280/apply"},{"additionalPlain":"#LI-Onsite\n\n\nIntent of Position Description\nThis position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position. \n\nEqual Opportunity Employer\nBellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition  (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States.\n","additional":"<div>#LI-Onsite</div><div><br></div><div><b style=\"font-size: 18px\">Intent of Position Description</b></div><div><span style=\"font-size: 16px\">This position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position. </span></div><div><br></div><div><b style=\"font-size: 18px\">Equal Opportunity Employer</b></div><div><span style=\"font-size: 16px\">Bellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition&nbsp; (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States.</span></div>","categories":{"commitment":"Full-time","department":"Debt Asset Management","location":"Dallas, TX","team":"Loan Servicing","allLocations":["Dallas, TX"]},"createdAt":1779134390577,"descriptionPlain":"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. \n\n\nOverview\nThe Analyst, CRE Investor Reporting will be responsible for preparing monthly reports, reconciling, research, and remittance activities in accordance with CREFC guidelines and servicing agreements. This individual will provide guidance and oversight to less senior team members and help create and build process documentation, automation, and analytical insights to ensure that we are consistently providing best in class service to our investors and customers.\n","description":"<div><span style=\"font-size: 11pt\">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.&nbsp;</span></div><div><br></div><div><strong style=\"font-size: 18px;\">Overview</strong></div>\n<div>The Associate, CRE Investor Reporting will be responsible for preparing monthly reports, reconciling, research, and remittance activities in accordance with CREFC guidelines and servicing agreements. This individual will provide guidance and oversight to less senior team members and help create and build process documentation, automation, and analytical insights to ensure that we are consistently providing best in class service to our investors and customers.</div>","id":"457d8ca6-3087-48d9-ba76-057988970bae","lists":[{"text":" Key Responsibilities","content":"\n<li>Work closely with the Servicing team to reconcile remittance accounts and resolve any discrepancies promptly;</li>\n<li>Prepare reports with strict adherence to reporting requirements and partner with other departments on joint initiatives;</li>\n<li>Manage all monthly remittances on assigned portfolios within the applicable required remittance deadlines and submit for processing;</li>\n<li>Partner with the Treasury team on initiating distribution wires and oversee the documented completion process;</li>\n<li>Investigate, reconcile, and provide timely resolution to all investor issues and reporting exceptions;</li>\n<li>Create summary or modified work-product that responds to audits, Rating Agency or other inquiries and requests of management;</li>\n<li>Research operational, reporting, or data issues and present solutions or process improvements to management;</li>\n<li>Maintain organized shared folders to facilitate yearly audits and reconciliation;</li>\n<li>Leverage Excel and accounting experience to create a routine remittance process to scale a growing Client base with diverse fund structures and distribution instructions;</li>\n<li>Provide direction, leadership, training, motivation, coaching and assessment for junior team members to ensure optimum performance in support of company and department goals as needed; and</li>\n<li>Conduct ad-hoc reporting or research as directed by management.</li>\n"},{"text":" Professional Experience","content":"\n<li>A minimum of 3+ years of investor reporting experience in commercial mortgage servicing.</li>\n<li>Proficiency with Excel and CRE loan servicing software; experience with Strategy servicing software valued but not required.</li>\n"},{"text":"Education/Certification","content":"\n<li>Bachelor’s degree in Business Administration, Finance, or a related field of study / work experience equivalence required.</li>\n"},{"text":"Essential Skills & Competencies","content":"\n<li>Bellwether seeks to hire entrepreneurial individuals who are highly motivated, mature, and intelligent, with demonstrated excellence in prior endeavors. The successful candidate should have:</li>\n<li><strong>Job Knowledge &amp; Technical Ability</strong>: Strong analytical skills and detailed oriented. Proven ability to initiate ideas and implement new processes. Ability to read and analyze investment, lease, loan, and management agreements.</li>\n<li><strong>Initiative &amp; Dependability</strong>: 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.</li>\n<li><strong>Communication</strong>: Excellent verbal and written communication skills; strong listening and interpersonal skills. Highly effective at preparing and presenting information.</li>\n<li><strong>Professionalism &amp; Teamwork</strong>: 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.</li>\n"},{"text":"Travel Requirements","content":"\n<li>Travel is not anticipated but may be needed from time to time.</li>\n"},{"text":" Position Details","content":"\n<li><strong>Classification:&nbsp; </strong>Exempt</li>\n<li><strong>Position Status:&nbsp; </strong>Regular / Full Time</li>\n<li><strong>Reports To:&nbsp; </strong>Vice President, Loan Servicing</li>\n<li><strong>Direct Reports:&nbsp; </strong>No</li>\n"},{"text":"Physical and Mental Demands","content":"\n<li>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.</li>\n<li>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.</li>\n<li>Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly.</li>\n<li>Ability to work independently, and prioritize duties to ensure timely completion. The ability to collaborate is also imperative.</li>\n<li>Requires active listening, critical thinking, making decisions, time management, as well as administration skills.</li>\n<li>Ability to interact in a courteous professional manner at all times.</li>\n<li>Regular, predictable attendance is required.</li>\n<li>The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.</li>\n"},{"text":"Work Environment","content":"\n<li>No hazardous or significantly unpleasant conditions (such as in a typical office).</li>\n<li>Moderate noise (i.e., business office with computers, phones, printers and light traffic)</li>\n<li>Indoor business office environment with windows; light foot traffic within work areas</li>\n<li><em>The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</em></li>\n"},{"text":"Benefits","content":"\n<li>We offer a comprehensive benefits package that includes:</li>\n<li>Employer-paid Medical, Dental &amp; Vision, with buy-up options available</li>\n<li>Flexible Spending Account, Health Savings Account</li>\n<li>Carrot Fertility Benefit - $10,000 lifetime benefit</li>\n<li>401k company match 4%, immediately vested</li>\n<li>Generous PTO, 11 Paid Company Holidays &amp; Paid Holiday Office Closure</li>\n<li>14 weeks Maternity Leave &amp; 12 weeks Parental Leave</li>\n<li>Wellbeing program offerings</li>\n<li>Cell phone reimbursement</li>\n<li>Engaging team events &amp; holiday parties</li>\n"}],"text":"Associate, Investor Reporting (Commercial Real Estate)","country":"US","workplaceType":"onsite","opening":"<div><span style=\"font-size: 11pt\">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.&nbsp;</span></div>","openingPlain":"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. \n","descriptionBody":"<div><strong style=\"font-size: 18px;\">Overview</strong></div>\n<div>The Associate, CRE Investor Reporting will be responsible for preparing monthly reports, reconciling, research, and remittance activities in accordance with CREFC guidelines and servicing agreements. This individual will provide guidance and oversight to less senior team members and help create and build process documentation, automation, and analytical insights to ensure that we are consistently providing best in class service to our investors and customers.</div>","descriptionBodyPlain":"Overview\nThe Analyst, CRE Investor Reporting will be responsible for preparing monthly reports, reconciling, research, and remittance activities in accordance with CREFC guidelines and servicing agreements. This individual will provide guidance and oversight to less senior team members and help create and build process documentation, automation, and analytical insights to ensure that we are consistently providing best in class service to our investors and customers.\n","hostedUrl":"https://jobs.lever.co/bellwetheram-2/457d8ca6-3087-48d9-ba76-057988970bae","applyUrl":"https://jobs.lever.co/bellwetheram-2/457d8ca6-3087-48d9-ba76-057988970bae/apply"},{"additionalPlain":"#LI-Onsite\n\n\nIntent of Position Description\nThis position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position. \n\nEqual Opportunity Employer\nBellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition  (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States.\n","additional":"<div>#LI-Onsite</div><div><br></div><div><b style=\"font-size: 18px\">Intent of Position Description</b></div><div><span style=\"font-size: 16px\">This position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position. </span></div><div><br></div><div><b style=\"font-size: 18px\">Equal Opportunity Employer</b></div><div><span style=\"font-size: 16px\">Bellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition&nbsp; (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States.</span></div>","categories":{"commitment":"Full-time","department":"Portfolio Management","location":"El Segundo, CA","team":"Valuations","allLocations":["El Segundo, CA"]},"createdAt":1778870718708,"descriptionPlain":"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. \n\n\nOverview\n \nAs an Associate, Valuations on the Bellwether Valuations Team, you will conduct and manage the valuations of a portfolio of commercial real estate investments. Key responsibilities include maintaining complex financial analyses, evaluating investment performance and underwriting 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.\n","description":"<div><span style=\"font-size: 11pt\">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.&nbsp;</span></div><div><br></div><div><strong style=\"font-size: 18px;\">Overview</strong></div>\n<div>&nbsp;</div>\n<div>As an Associate, Valuations on the Bellwether Valuations Team, you will conduct and manage the valuations of a portfolio of commercial real estate investments. Key responsibilities include maintaining complex financial analyses, evaluating investment performance and underwriting 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.</div>","id":"16a30c64-7c01-47d2-b8ee-4e6917f6c89d","lists":[{"text":" Key Responsibilities","content":"\n<li>Conduct monthly and quarterly valuations of real estate investments across the United States, including conducting DCF/sale comparable/cost analyses, appraisal review, reporting, etc.</li>\n<li>Review and track business plans, leasing activity and monthly property operating performance for valuations purposes</li>\n<li>Prepare quarterly investment-level tear sheets summarizing key valuation metrics, property-level performance indicators, and material assumption changes period over period</li>\n<li>Prepare periodic unlevered cash flow projections for reporting purposes using ARGUS Enterprise and Excel</li>\n<li>Coordinate with third-party appraisal management providers on appraisal scheduling, scope, and information flow; reconcile appraisal conclusions to internal valuations and document variances</li>\n<li>Support client external audit cycles and internal SOX testing by responding to auditor inquiries, preparing supporting documentation, and providing market support as requested</li>\n<li>Maintain valuation templates and supporting workpapers, ensuring data integrity, version control, and clear audit trails across the quarterly cycle</li>\n<li>Serve as the day-to-day point of contact for assigned client deal teams, managing inbound information requests and proactively communicating timelines, deliverables, and open items</li>\n<li>Assist in implementing enhancements and improvements to the firm’s valuations and reporting processes, procedures, and use of technology</li>\n<li>Perform additional ad-hoc analysis as needed</li>\n"},{"text":" Professional Experience","content":"\n<li>A minimum of 5 years’ relevant experience in real estate valuations, consulting, portfolio management or audit/accounting. Real estate valuation specialist experience in a Big 4 or similar firm setting (rather than general audit staff) is strongly preferred.</li>\n<li>Experience with property underwriting and advanced financial modeling.</li>\n<li>Highly proficient in Microsoft Office Suite and ARGUS Enterprise.</li>\n"},{"text":"Education/Certification","content":"\n<li>Bachelor’s degree in finance, real estate, accounting or other related fields required</li>\n<li>Possession of, or progress toward, real estate industry certifications and licenses, e.g., MAI, CCIM, certified general real estate appraiser, broker, CPA, etc., is strongly preferred</li>\n"},{"text":"Essential Skills & Competencies","content":"<div>Bellwether seeks to hire entrepreneurial individuals who are highly motivated, mature and intelligent, with demonstrated excellence in prior endeavors. The successful candidate should have:</div>\n\n<li><strong>Job Knowledge &amp; Technical Ability: </strong>Strong analytical skills and detail-oriented. Ability to read and analyze investment underwriting. Eager to learn, with proven ability to initiate ideas and implement new processes. Ability to grasp new concepts quickly and work with limited direct guidance.</li>\n<li><strong>Initiative &amp; Dependability:</strong> 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.</li>\n<li><strong>Communication: </strong>Excellent verbal and written communication skills; strong listening and interpersonal skills. Highly effective at preparing and presenting information.</li>\n<li><strong>Professionalism &amp; Teamwork:</strong> 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.&nbsp;&nbsp;</li>\n<li><strong>Ownership &amp; Accountability: </strong>Takes full ownership of assigned client engagements end-to-end, including the detailed, repetitive, and administrative work that underpins high-quality deliverables. Treats data validation, file management, reconciliations, and other foundational tasks with the same rigor as analytical work. Comfortable operating without close supervision and accountable for outcomes — both the headline analysis and the supporting detail.</li>\n<li><strong>Self-Direction &amp; Workload Management: </strong>Independently manages a quarterly valuation cycle from kickoff through delivery, anticipating bottlenecks, prioritizing competing demands, and proactively flagging risks to timeline or quality. Operates with a high degree of autonomy and exercises sound judgment on when to escalate.</li>\n"},{"text":"Travel Requirements","content":"\n<li>&nbsp;Travel is not anticipated, but may be needed from time to time.</li>\n"},{"text":" Position Details","content":"\n<li><strong>Classification:&nbsp; </strong>Exempt</li>\n<li><strong>Position Status:&nbsp; </strong>Regular, Full Time</li>\n<li><strong>Reports To:&nbsp; </strong>Vice President</li>\n<li><strong>Direct Reports:&nbsp; </strong>No</li>\n"},{"text":"Physical and Mental Demands","content":"\n<li>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.</li>\n<li>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.</li>\n<li>Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly.</li>\n<li>Ability to work independently, and prioritize duties to ensure timely completion. The ability to collaborate is also imperative.</li>\n<li>Requires active listening, critical thinking, making decisions, time management, as well as administration skills.</li>\n<li>Ability to interact in a courteous professional manner at all times.</li>\n<li>Regular, predictable attendance is required.</li>\n<li>The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.</li>\n"},{"text":"Work Environment","content":"\n<li>No hazardous or significantly unpleasant conditions (such as in a typical office).</li>\n<li>Moderate noise (i.e., business office with computers, phones, printers and light traffic)</li>\n<li>Indoor business office environment with windows; light foot traffic within work areas</li>\n<li><em>The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</em></li>\n"},{"text":"Benefits","content":"\n<li>We offer a comprehensive benefits package that includes:</li>\n<li>Employer-paid Medical, Dental &amp; Vision, with buy-up options available</li>\n<li>Flexible Spending Account, Health Savings Account</li>\n<li>Carrot Fertility Benefit - $10,000 lifetime benefit</li>\n<li>401k company match 4%, immediately vested</li>\n<li>Generous PTO, 11 Paid Company Holidays &amp; Paid Holiday Office Closure</li>\n<li>14 weeks Maternity Leave &amp; 12 weeks Parental Leave</li>\n<li>Wellbeing program offerings</li>\n<li>Cell phone reimbursement</li>\n<li>Engaging team events &amp; holiday parties</li>\n"}],"salaryRange":{"min":110000,"max":120000,"currency":"USD","interval":"per-year-salary"},"salaryDescription":"<div>\n<div>$110,000 - $120,000 base, plus discretionary bonus</div>\n<div>Offered salary is based on a variety of factors, including skills, experience, and qualifications for the role.</div>\n</div>","salaryDescriptionPlain":"$110,000 - $120,000 base, plus discretionary bonus\nOffered salary is based on a variety of factors, including skills, experience, and qualifications for the role.\n","text":"Associate, Valuations","country":"US","workplaceType":"hybrid","opening":"<div><span style=\"font-size: 11pt\">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.&nbsp;</span></div>","openingPlain":"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. \n","descriptionBody":"<div><strong style=\"font-size: 18px;\">Overview</strong></div>\n<div>&nbsp;</div>\n<div>As an Associate, Valuations on the Bellwether Valuations Team, you will conduct and manage the valuations of a portfolio of commercial real estate investments. Key responsibilities include maintaining complex financial analyses, evaluating investment performance and underwriting 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.</div>","descriptionBodyPlain":"Overview\n \nAs an Associate, Valuations on the Bellwether Valuations Team, you will conduct and manage the valuations of a portfolio of commercial real estate investments. Key responsibilities include maintaining complex financial analyses, evaluating investment performance and underwriting 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.\n","hostedUrl":"https://jobs.lever.co/bellwetheram-2/16a30c64-7c01-47d2-b8ee-4e6917f6c89d","applyUrl":"https://jobs.lever.co/bellwetheram-2/16a30c64-7c01-47d2-b8ee-4e6917f6c89d/apply"},{"additionalPlain":"#LI-Onsite\n\n\nIntent of Position Description\nThis position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position. \n\nEqual Opportunity Employer\nBellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition  (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States.\n","additional":"<div>#LI-Onsite</div><div><br></div><div><b style=\"font-size: 18px\">Intent of Position Description</b></div><div><span style=\"font-size: 16px\">This position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position. </span></div><div><br></div><div><b style=\"font-size: 18px\">Equal Opportunity Employer</b></div><div><span style=\"font-size: 16px\">Bellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition&nbsp; (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States.</span></div>","categories":{"commitment":"Full-time","department":"Portfolio Management","location":"Dallas, TX","team":"Valuations","allLocations":["Dallas, TX"]},"createdAt":1778870811595,"descriptionPlain":"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. \n\n\nOverview\n \nAs an Associate, Valuations on the Bellwether Valuations Team, you will conduct and manage the valuations of a portfolio of commercial real estate investments. Key responsibilities include maintaining complex financial analyses, evaluating investment performance and underwriting 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.\n","description":"<div><span style=\"font-size: 11pt\">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.&nbsp;</span></div><div><br></div><div><strong style=\"font-size: 18px;\">Overview</strong></div>\n<div>&nbsp;</div>\n<div>As an Associate, Valuations on the Bellwether Valuations Team, you will conduct and manage the valuations of a portfolio of commercial real estate investments. Key responsibilities include maintaining complex financial analyses, evaluating investment performance and underwriting 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.</div>","id":"7e36a8fe-6131-4051-b959-c0e752e77a45","lists":[{"text":" Key Responsibilities","content":"\n<li>Conduct monthly and quarterly valuations of real estate investments across the United States, including conducting DCF/sale comparable/cost analyses, appraisal review, reporting, etc.</li>\n<li>Review and track business plans, leasing activity and monthly property operating performance for valuations purposes</li>\n<li>Prepare quarterly investment-level tear sheets summarizing key valuation metrics, property-level performance indicators, and material assumption changes period over period</li>\n<li>Prepare periodic unlevered cash flow projections for reporting purposes using ARGUS Enterprise and Excel</li>\n<li>Coordinate with third-party appraisal management providers on appraisal scheduling, scope, and information flow; reconcile appraisal conclusions to internal valuations and document variances</li>\n<li>Support client external audit cycles and internal SOX testing by responding to auditor inquiries, preparing supporting documentation, and providing market support as requested</li>\n<li>Maintain valuation templates and supporting workpapers, ensuring data integrity, version control, and clear audit trails across the quarterly cycle</li>\n<li>Serve as the day-to-day point of contact for assigned client deal teams, managing inbound information requests and proactively communicating timelines, deliverables, and open items</li>\n<li>Assist in implementing enhancements and improvements to the firm’s valuations and reporting processes, procedures, and use of technology</li>\n<li>Perform additional ad-hoc analysis as needed</li>\n"},{"text":" Professional Experience","content":"\n<li>A minimum of 5 years’ relevant experience in real estate valuations, consulting, portfolio management or audit/accounting. Real estate valuation specialist experience in a Big 4 or similar firm setting (rather than general audit staff) is strongly preferred.</li>\n<li>Experience with property underwriting and advanced financial modeling.</li>\n<li>Highly proficient in Microsoft Office Suite and ARGUS Enterprise.</li>\n"},{"text":"Education/Certification","content":"\n<li>Bachelor’s degree in finance, real estate, accounting or other related fields required</li>\n<li>Possession of, or progress toward, real estate industry certifications and licenses, e.g., MAI, CCIM, certified general real estate appraiser, broker, CPA, etc., is strongly preferred</li>\n"},{"text":"Essential Skills & Competencies","content":"<div>Bellwether seeks to hire entrepreneurial individuals who are highly motivated, mature and intelligent, with demonstrated excellence in prior endeavors. The successful candidate should have:</div>\n\n<li><strong>Job Knowledge &amp; Technical Ability: </strong>Strong analytical skills and detail-oriented. Ability to read and analyze investment underwriting. Eager to learn, with proven ability to initiate ideas and implement new processes. Ability to grasp new concepts quickly and work with limited direct guidance.</li>\n<li><strong>Initiative &amp; Dependability:</strong> 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.</li>\n<li><strong>Communication: </strong>Excellent verbal and written communication skills; strong listening and interpersonal skills. Highly effective at preparing and presenting information.</li>\n<li><strong>Professionalism &amp; Teamwork:</strong> 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.&nbsp;&nbsp;</li>\n<li><strong>Ownership &amp; Accountability: </strong>Takes full ownership of assigned client engagements end-to-end, including the detailed, repetitive, and administrative work that underpins high-quality deliverables. Treats data validation, file management, reconciliations, and other foundational tasks with the same rigor as analytical work. Comfortable operating without close supervision and accountable for outcomes — both the headline analysis and the supporting detail.</li>\n<li><strong>Self-Direction &amp; Workload Management: </strong>Independently manages a quarterly valuation cycle from kickoff through delivery, anticipating bottlenecks, prioritizing competing demands, and proactively flagging risks to timeline or quality. Operates with a high degree of autonomy and exercises sound judgment on when to escalate.</li>\n"},{"text":"Travel Requirements","content":"\n<li>&nbsp;Travel is not anticipated, but may be needed from time to time.</li>\n"},{"text":" Position Details","content":"\n<li><strong>Classification:&nbsp; </strong>Exempt</li>\n<li><strong>Position Status:&nbsp; </strong>Regular, Full Time</li>\n<li><strong>Reports To:&nbsp; </strong>Vice President</li>\n<li><strong>Direct Reports:&nbsp; </strong>No</li>\n"},{"text":"Physical and Mental Demands","content":"\n<li>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.</li>\n<li>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.</li>\n<li>Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly.</li>\n<li>Ability to work independently, and prioritize duties to ensure timely completion. The ability to collaborate is also imperative.</li>\n<li>Requires active listening, critical thinking, making decisions, time management, as well as administration skills.</li>\n<li>Ability to interact in a courteous professional manner at all times.</li>\n<li>Regular, predictable attendance is required.</li>\n<li>The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.</li>\n"},{"text":"Work Environment","content":"\n<li>No hazardous or significantly unpleasant conditions (such as in a typical office).</li>\n<li>Moderate noise (i.e., business office with computers, phones, printers and light traffic)</li>\n<li>Indoor business office environment with windows; light foot traffic within work areas</li>\n<li><em>The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</em></li>\n"},{"text":"Benefits","content":"\n<li>We offer a comprehensive benefits package that includes:</li>\n<li>Employer-paid Medical, Dental &amp; Vision, with buy-up options available</li>\n<li>Flexible Spending Account, Health Savings Account</li>\n<li>Carrot Fertility Benefit - $10,000 lifetime benefit</li>\n<li>401k company match 4%, immediately vested</li>\n<li>Generous PTO, 11 Paid Company Holidays &amp; Paid Holiday Office Closure</li>\n<li>14 weeks Maternity Leave &amp; 12 weeks Parental Leave</li>\n<li>Wellbeing program offerings</li>\n<li>Cell phone reimbursement</li>\n<li>Engaging team events &amp; holiday parties</li>\n"}],"text":"Associate, Valuations","country":"US","workplaceType":"onsite","opening":"<div><span style=\"font-size: 11pt\">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.&nbsp;</span></div>","openingPlain":"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. \n","descriptionBody":"<div><strong style=\"font-size: 18px;\">Overview</strong></div>\n<div>&nbsp;</div>\n<div>As an Associate, Valuations on the Bellwether Valuations Team, you will conduct and manage the valuations of a portfolio of commercial real estate investments. Key responsibilities include maintaining complex financial analyses, evaluating investment performance and underwriting 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.</div>","descriptionBodyPlain":"Overview\n \nAs an Associate, Valuations on the Bellwether Valuations Team, you will conduct and manage the valuations of a portfolio of commercial real estate investments. Key responsibilities include maintaining complex financial analyses, evaluating investment performance and underwriting 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.\n","hostedUrl":"https://jobs.lever.co/bellwetheram-2/7e36a8fe-6131-4051-b959-c0e752e77a45","applyUrl":"https://jobs.lever.co/bellwetheram-2/7e36a8fe-6131-4051-b959-c0e752e77a45/apply"},{"additionalPlain":"Intent of Position Description\nThis position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position. \n\nEqual Opportunity Employer\nBellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition  (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States.\n","additional":"<div><b style=\"font-size: 18px\">Intent of Position Description</b></div><div><span style=\"font-size: 16px\">This position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position. </span></div><div><br></div><div><b style=\"font-size: 18px\">Equal Opportunity Employer</b></div><div><span style=\"font-size: 16px\">Bellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition&nbsp; (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States.</span></div>","categories":{"commitment":"Full-time","department":"Corporate","location":"El Segundo, CA","team":"Human Resources","allLocations":["El Segundo, CA"]},"createdAt":1780961812479,"descriptionPlain":"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. \n\n\nOverview\n \nResponsible for overseeing daily office operations to ensure efficiency, organization and a productive work environment. Manages administrative functions, office supplies, vendor relationships, and facility maintenance while supporting internal and executive teams as needed. Ensures compliance with office policies and protocol, coordinates internal events and communications, and optimizes operational workflows proactively to enhance overall workplace efficiency. Acts as a key point of contact for employees, external partners, and guests, fostering an inviting, well-organized and professional office environment.\n","description":"<div><span style=\"font-size: 11pt\">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.&nbsp;</span></div><div><br></div><div><strong style=\"font-size: 18px;\">Overview</strong></div>\n<div>&nbsp;</div>\n<div>Responsible for overseeing daily office operations to ensure efficiency, organization and a productive work environment. Manages administrative functions, office supplies, vendor relationships, and facility maintenance while supporting internal and executive teams as needed. Ensures compliance with office policies and protocol, coordinates internal events and communications, and optimizes operational workflows proactively to enhance overall workplace efficiency. Acts as a key point of contact for employees, external partners, and guests, fostering an inviting, well-organized and professional office environment.</div>","id":"016654be-9d38-49a7-82da-35b9d7349f24","lists":[{"text":" Key Responsibilities","content":"\n<li style=\"font-weight: bold;\"><strong>Administrative Management &amp; Office Support</strong></li>\n<li>Manage the main office phone line and email inbox, promptly answering calls and responding to inquiries, directing communications to the appropriate departments, and ensuring timely and professional interactions with employees, clients, and external partners.</li>\n<li>Greet and manage guests, ensuring a professional and welcoming experience by coordinating visitor check-ins, notifying hots, and maintaining security and access protocols.</li>\n<li>Coordinate catering requests for meetings and events, ensuring seamless logistics and accommodating dietary needs.</li>\n<li>Manage weekly office snack orders, ensuring variety, consideration of allergy restrictions, and timely restocking of supplies.</li>\n<li>Provide administrative support, including scanning, copying, and maintaining inventory of office supplies.</li>\n<li>Oversee conference room scheduling, ensuring efficient use of meeting spaces and resolving conflicts as needed</li>\n<li>Handle incoming and outgoing mail, ensuring accurate and timely distribution and shipping.</li>\n<li>Serve as the primary liaison with building management, security, parking and vendors, coordinating office access and related arrangements.</li>\n<li>Manage all non-IT office equipment, acting as the primary contact for coordinating repairs, deliveries, and maintenance.</li>\n\n<div>&nbsp;</div>\n\n<li style=\"font-weight: bold;\"><strong>Internal Team Support</strong></li>\n<li><strong>Human Resources (HR):</strong> Assist with onboarding and offboarding processes for new hires and exiting employees, ensuring a seamless experience.</li>\n<li><strong>Human Resources (HR):</strong> Assist with updating labor law posters and required notices to ensure compliance with state and federal employment laws.</li>\n<li><strong>Recruiting:</strong> Assist in the coordination of the recruitment process as needed, including interview scheduling, and candidate communication.</li>\n<li><strong>Information Technology (IT):</strong> Handle purchasing and shipping requests for IT equipment as needed.</li>\n<li><strong>Accounting:</strong> Assist with corporate credit account reconciliation and serve as point of contact for Expense Reimbursement system inquiries.</li>\n\n<div>&nbsp;</div>\n\n<li style=\"font-weight: bold;\"><strong>Health &amp; Safety</strong></li>\n<li>Oversee site-specific compliance initiatives, including attending health and safety training, coordinating with HR to assess requirements, and implementing necessary onsite protocols to ensure a safe and compliant workplace.</li>\n<li>Support regular office safety assessments, including fire drills, fire extinguisher testing, and emergency preparedness reviews to ensure compliance with safety regulations and a secure workplace.</li>\n<li>Act as a point of contact for onsite injuries, assisting employees and recording worksite injury details.</li>\n<li>Maintain first aid supplies and emergency kits.</li>\n\n<div>&nbsp;</div>\n\n<li style=\"font-weight: bold;\"><strong>Team Support &amp; Culture</strong></li>\n<li>Lead or assist with ad hoc projects, including seasonal events and team-building activities that contribute to a positive workplace culture.</li>\n"},{"text":" Professional Experience","content":"\n<li>At least 3 years of relevant experience in office management or executive assistance.</li>\n<li>Experience in the financial sector is preferred, though not required.&nbsp;</li>\n"},{"text":"Essential Skills & Competencies","content":"\n<li>Bellwether is looking for an entrepreneurial, highly motivated individual who is both intelligent and mature, with a proven track record of excellence in previous roles. The ideal candidate will possess:</li>\n<li><strong>Job Knowledge &amp; Technical Skills:</strong><br>o Strong understanding of office management best practices, including organization, workflow optimization, and process efficiency.<br>o Experience in managing office supplies, equipment, and vendor relationships to ensure smooth operations.<br>o Strong ability to prioritize tasks, manage multiple deadlines, and adapt to changing office needs.<br>o Effective troubleshooting skills and proactive approach to identifying and implementing solutions and process improvements.<br>o Proficiency in MS Office Suite (Word, Excel, PowerPoint, Outlook), as well as virtual meeting platforms (Zoom, Teams, etc.), and other administrative tools.</li>\n<li><strong>Initiative &amp; Reliability:</strong> Self-driven, proactive, and capable of solving problems independently while improving office processes and services.</li>\n<li><strong>Communication:</strong> Exceptional verbal and written communication skills, with the ability to listen actively and present information clearly and effectively. Strong customer service orientation to provide a welcoming and professional office environment. Ability to handle confidential information with discretion and professionalism.</li>\n<li><strong>Professionalism &amp; Teamwork:</strong> Demonstrates integrity, adherence to company policies, and a commitment to maintaining confidentiality. Fosters a collaborative, respectful, and supportive team environment</li>\n"},{"text":"Travel Requirements","content":"\n<li>&nbsp;Travel is not anticipated but may be needed from time to time.</li>\n"},{"text":" Position Details","content":"\n<li><strong>Position Status:&nbsp; </strong>Regular, Full Time</li>\n<li><strong>Reports To:&nbsp; </strong>Senior Director, Human Resources</li>\n<li><strong>Direct Reports:&nbsp; </strong>No</li>\n"},{"text":"Physical and Mental Demands","content":"\n<li>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.</li>\n<li>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.</li>\n<li>Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly.</li>\n<li>Ability to work independently, and prioritize duties to ensure timely completion. The ability to collaborate is also imperative.</li>\n<li>Requires active listening, critical thinking, making decisions, time management, as well as administration skills.</li>\n<li>Ability to interact in a courteous professional manner at all times.</li>\n<li>Regular, predictable attendance is required.</li>\n<li>The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.</li>\n"},{"text":"Work Environment","content":"\n<li>No hazardous or significantly unpleasant conditions (such as in a typical office).</li>\n<li>Moderate noise (i.e., business office with computers, phones, printers and light traffic)</li>\n<li>Indoor business office environment with windows; light foot traffic within work areas</li>\n<li><em>The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</em></li>\n"},{"text":"Benefits","content":"\n<li>We offer a comprehensive benefits package that includes:</li>\n<li>Employer-paid Medical, Dental &amp; Vision, with buy-up options available</li>\n<li>Flexible Spending Account, Health Savings Account</li>\n<li>Carrot Fertility Benefit - $10,000 lifetime benefit</li>\n<li>401k company match 4%, immediately vested</li>\n<li>Generous PTO, 11 Paid Company Holidays &amp; Paid Holiday Office Closure</li>\n<li>14 weeks Maternity Leave &amp; 12 weeks Parental Leave</li>\n<li>Wellbeing program offerings</li>\n<li>Cell phone reimbursement</li>\n<li>Engaging team events &amp; holiday parties</li>\n"}],"salaryRange":{"min":82500,"max":90000,"currency":"USD","interval":"per-year-salary"},"salaryDescription":"<div>$82,500 - $90,000 base.</div>\n<div>Offered salary is based on a variety of factors, including skills, experience, and qualifications for the role.</div>","salaryDescriptionPlain":"$82,500 - $90,000 base.\nOffered salary is based on a variety of factors, including skills, experience, and qualifications for the role.\n","text":"Office Manager","country":"US","workplaceType":"hybrid","opening":"<div><span style=\"font-size: 11pt\">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.&nbsp;</span></div>","openingPlain":"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. \n","descriptionBody":"<div><strong style=\"font-size: 18px;\">Overview</strong></div>\n<div>&nbsp;</div>\n<div>Responsible for overseeing daily office operations to ensure efficiency, organization and a productive work environment. Manages administrative functions, office supplies, vendor relationships, and facility maintenance while supporting internal and executive teams as needed. Ensures compliance with office policies and protocol, coordinates internal events and communications, and optimizes operational workflows proactively to enhance overall workplace efficiency. Acts as a key point of contact for employees, external partners, and guests, fostering an inviting, well-organized and professional office environment.</div>","descriptionBodyPlain":"Overview\n \nResponsible for overseeing daily office operations to ensure efficiency, organization and a productive work environment. Manages administrative functions, office supplies, vendor relationships, and facility maintenance while supporting internal and executive teams as needed. Ensures compliance with office policies and protocol, coordinates internal events and communications, and optimizes operational workflows proactively to enhance overall workplace efficiency. Acts as a key point of contact for employees, external partners, and guests, fostering an inviting, well-organized and professional office environment.\n","hostedUrl":"https://jobs.lever.co/bellwetheram-2/016654be-9d38-49a7-82da-35b9d7349f24","applyUrl":"https://jobs.lever.co/bellwetheram-2/016654be-9d38-49a7-82da-35b9d7349f24/apply"},{"additionalPlain":"#LI-Onsite\n\n\nIntent of Position Description\nThis position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position. \n\nEqual Opportunity Employer\nBellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition  (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States.\n","additional":"<div>#LI-Onsite</div><div><br></div><div><b style=\"font-size: 18px\">Intent of Position Description</b></div><div><span style=\"font-size: 16px\">This position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position. </span></div><div><br></div><div><b style=\"font-size: 18px\">Equal Opportunity Employer</b></div><div><span style=\"font-size: 16px\">Bellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition&nbsp; (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States.</span></div>","categories":{"commitment":"Full-time","department":"Accounting","location":"Las Colinas, TX","team":"Accounting","allLocations":["Las Colinas, TX"]},"createdAt":1775076774341,"descriptionPlain":"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. \n\n\nOverview\n \nAs a Senior Accountant you will help manage high-level accounting operations for our client’s real estate portfolios. This includes evaluating existing procedures and processes and innovating new and improved methods of reconciliations, reports, analyses, and budgeting. You will perform initial reviews of relevant investment agreements and must understand what information must be included in investor records. This role offers an exciting opportunity to lead transition meetings for each new asset or financing, liaising between the accounting and deal teams.\n \nThis role will begin with a three-month training period based in our Dallas office, after which the position will transition to a permanent location in Las Colinas. \n","description":"<div><span style=\"font-size: 11pt\">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.&nbsp;</span></div><div><br></div><div><strong style=\"font-size: 18px;\">Overview</strong></div>\n<div>&nbsp;</div>\n<div>As a Senior Accountant you will help manage high-level accounting operations for our client’s real estate portfolios. This includes evaluating existing procedures and processes and innovating new and improved methods of reconciliations, reports, analyses, and budgeting. You will perform initial reviews of relevant investment agreements and must understand what information must be included in investor records. This role offers an exciting opportunity to lead transition meetings for each new asset or financing, liaising between the accounting and deal teams.</div>\n<div>&nbsp;</div>\n<div><strong>This role will begin with a three-month training period based in our Dallas office, after which the position will transition to a permanent location in Las Colinas. </strong></div>","id":"3d3204f6-1e65-467e-a41d-689c81acc50f","lists":[{"text":" Key Responsibilities","content":"<div>• Maintain and analyze budgets, prepare periodic reports that compare budget to actual;<br>• Update and maintain investor records for the entire portfolio of investments;<br>• Prepare and review capital activity for capital calls and distributions;<br>• Establish and maintain strong internal controls to ensure Sarbanes-Oxley compliance;<br>• Make informed recommendations to improve the efficiency and accuracy of accounting processes;<br>• Lead transition meetings between deal teams and accounting to effectively onboard each new asset or&nbsp;<br>financing;<br>• Conduct technical accounting research ensuring all internal accounting standards are current; and<br>• Build and maintain strong relationships with external auditors and internal partners.</div>"},{"text":" Professional Experience","content":"<div>• A minimum of 3 years’ experience required<br>• Public accounting experience preferred, from a Big 4 firm, or similar<br>• Experience in a client-facing role preferred<br>• Investment accounting experience is highly desirable<br>• Highly proficient in business related software: Microsoft Excel, Word, Power Point, etc.<br>• Experience in MRI, Netsuite, or similar accounting system</div>"},{"text":"Education/Certification","content":"<div>• Bachelor’s degree required<br>• CPA obtained or in progress with end date within 1 year of hire</div>"},{"text":"Essential Skills & Competencies","content":"<div>Bellwether seeks to hire entrepreneurial individuals who are highly motivated, mature and intelligent, with&nbsp;<br>demonstrated excellence in prior endeavors. The successful candidate should have:</div>\n<div>&nbsp;</div>\n<div><strong>• Job Knowledge &amp; Technical Ability:</strong> Strong technical knowledge in accounting, specifically within financial services and commercial real estate, including includes experience with REIT compliance, 10-&nbsp;K/Q reporting, and Sarbanes-Oxley compliance. Ability to read and analyze investment and lease agreements.</div>\n<div>•&nbsp;<strong>Initiative &amp; Dependability:</strong> Ability to perform responsibilities independently and proactively, solve problems, and improve processes and/or services. Self-directed, takes initiative and responsibility,&nbsp;ensures completion of tasks.</div>\n<div>•&nbsp;<strong>Communication: </strong>Excellent verbal and written communication skills; strong listening and interpersonal&nbsp;<br>skills. Highly effective at preparing and presenting information.</div>\n<div>•&nbsp;<strong>Professionalism &amp; Teamwork:</strong> 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. &nbsp;</div>"},{"text":"Travel Requirements","content":"\n<li>&nbsp;Travel is not anticipated, but may be needed from time to time.</li>\n"},{"text":" Position Details","content":"\n<li><strong>Classification:&nbsp; </strong>Exempt</li>\n<li><strong>Position Status:&nbsp; </strong>Regular / Full Time</li>\n<li><strong>Reports To:&nbsp; </strong>Senior Vice President</li>\n<li><strong>Direct Reports:&nbsp; </strong>No</li>\n"},{"text":"Physical and Mental Demands","content":"\n<li>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.</li>\n<li>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.</li>\n<li>Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly.</li>\n<li>Ability to work independently, and prioritize duties to ensure timely completion. The ability to collaborate is also imperative.</li>\n<li>Requires active listening, critical thinking, making decisions, time management, as well as administration skills.</li>\n<li>Ability to interact in a courteous professional manner at all times.</li>\n<li>Regular, predictable attendance is required.</li>\n<li>The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.</li>\n"},{"text":"Work Environment","content":"\n<li>No hazardous or significantly unpleasant conditions (such as in a typical office).</li>\n<li>Moderate noise (i.e., business office with computers, phones, printers and light traffic)</li>\n<li>Indoor business office environment with windows; light foot traffic within work areas</li>\n<li><em>The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</em></li>\n"},{"text":"Benefits","content":"\n<li>We offer a comprehensive benefits package that includes:</li>\n<li>Employer-paid Medical, Dental &amp; Vision, with buy-up options available</li>\n<li>Flexible Spending Account, Health Savings Account</li>\n<li>Carrot Fertility Benefit - $10,000 lifetime benefit</li>\n<li>401k company match 4%, immediately vested</li>\n<li>Generous PTO, 11 Paid Company Holidays &amp; Paid Holiday Office Closure</li>\n<li>14 weeks Maternity Leave &amp; 12 weeks Parental Leave</li>\n<li>Wellbeing program offerings</li>\n<li>Cell phone reimbursement</li>\n<li>Engaging team events &amp; holiday parties</li>\n"}],"text":"Senior Accountant","workplaceType":"onsite","opening":"<div><span style=\"font-size: 11pt\">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.&nbsp;</span></div>","openingPlain":"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. \n","descriptionBody":"<div><strong style=\"font-size: 18px;\">Overview</strong></div>\n<div>&nbsp;</div>\n<div>As a Senior Accountant you will help manage high-level accounting operations for our client&rsquo;s real estate portfolios. This includes evaluating existing procedures and processes and innovating new and improved methods of reconciliations, reports, analyses, and budgeting. You will perform initial reviews of relevant investment agreements and must understand what information must be included in investor records. This role offers an exciting opportunity to lead transition meetings for each new asset or financing, liaising between the accounting and deal teams.</div>\n<div>&nbsp;</div>\n<div><strong>This role will begin with a three-month training period based in our Dallas office, after which the position will transition to a permanent location in Las Colinas. </strong></div>","descriptionBodyPlain":"Overview\n \nAs a Senior Accountant you will help manage high-level accounting operations for our client’s real estate portfolios. This includes evaluating existing procedures and processes and innovating new and improved methods of reconciliations, reports, analyses, and budgeting. You will perform initial reviews of relevant investment agreements and must understand what information must be included in investor records. This role offers an exciting opportunity to lead transition meetings for each new asset or financing, liaising between the accounting and deal teams.\n \nThis role will begin with a three-month training period based in our Dallas office, after which the position will transition to a permanent location in Las Colinas. \n","country":null,"hostedUrl":"https://jobs.lever.co/bellwetheram-2/3d3204f6-1e65-467e-a41d-689c81acc50f","applyUrl":"https://jobs.lever.co/bellwetheram-2/3d3204f6-1e65-467e-a41d-689c81acc50f/apply"},{"additionalPlain":"#LI-Onsite\n\n\nIntent of Position Description\nThis position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position. \n\nEqual Opportunity Employer\nBellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition  (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States.\n","additional":"<div>#LI-Onsite</div><div><br></div><div><b style=\"font-size: 18px\">Intent of Position Description</b></div><div><span style=\"font-size: 16px\">This position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position. </span></div><div><br></div><div><b style=\"font-size: 18px\">Equal Opportunity Employer</b></div><div><span style=\"font-size: 16px\">Bellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition&nbsp; (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States.</span></div>","categories":{"commitment":"Full-time","department":"Debt Asset Management","location":"Dallas, TX","team":"Debt Asset Management","allLocations":["Dallas, TX"]},"createdAt":1773174531596,"descriptionPlain":"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. \n\n\nOverview\nThe Debt Asset Management Team is responsible for the oversight of a portfolio of commercial real estate  debt investments. The Senior Analyst, Debt will be responsible for supporting the asset management team in preserving and creating value in the existing portfolio. This role will also work alongside the investment team in the origination, underwriting, and execution of real estate debt related investment opportunities across various property types. The Senior Analyst, Debt will support the team by maintaining complex financial analyses, evaluating monthly operating reports, and interacting directly with sponsors through bi-weekly \noperations calls. In this role there will be tremendous learning and growth opportunities through interactions with leading experts in the real estate investment industry.\n","description":"<div><span style=\"font-size: 11pt\">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.&nbsp;</span></div><div><br></div><div><strong style=\"font-size: 18px;\">Overview</strong></div>\n<div>The Debt Asset Management Team is responsible for the oversight of a portfolio of commercial real estate&nbsp; debt investments. The Senior Analyst, Debt will be responsible for supporting the asset management team in preserving and creating value in the existing portfolio. This role will also work alongside the investment team in the origination, underwriting, and execution of real estate debt related investment opportunities across various property types. The Senior Analyst, Debt will support the team by maintaining complex financial analyses, evaluating monthly operating reports, and interacting directly with sponsors through bi-weekly&nbsp;<br>operations calls. In this role there will be tremendous learning and growth opportunities through interactions with leading experts in the real estate investment industry.</div>","id":"0bd06ef9-12b4-40fc-9880-4ba2c22d2c5b","lists":[{"text":" Key Responsibilities","content":"\n<li>Assist in the proactive monitoring and management of a portfolio of debt investments across various&nbsp;<br>property types;</li>\n<li>Review and analyze business plans, leasing activity, and monthly property operating data; &nbsp;Analyze loan draws to ensure property business plans stay in line with budget and leasing parameters;</li>\n<li>Liaison with borrowers and leading members of the Asset Management Team and client to review&nbsp;<br>business plan execution and ensure debt covenants are met;</li>\n<li>Generate reporting materials to monitor the performance of investments at the asset level and&nbsp;<br>support portfolio management analytics;</li>\n<li>Examine and report on covenant monitoring;</li>\n<li>Perform credit analysis of potential sponsors/borrowers;</li>\n<li>Support loan closing and onboarding to Asset Management function; spearhead loan repayment&nbsp;<br>process;</li>\n<li>Focus on all aspects of loan originations, financial modeling/underwriting, term sheets, due diligence,&nbsp;<br>loan document review, and closings;</li>\n<li>Perform in-depth market research, comparable sale reviews, lease analyses and sponsor diligence;</li>\n<li>Support asset management through review of borrower quarterly reporting and loan covenant&nbsp;<br>compliance;</li>\n<li>Collaborate to perform due diligence throughout the closing process; and</li>\n<li>Play a major role in the preparation of investment memoranda and participate in deal presentations to&nbsp;<br>the debt investment committee.</li>\n"},{"text":" Professional Experience","content":"\n<li>A minimum of 2 years’ relevant experience;</li>\n<li>Advanced financial modeling and analytical skills; and</li>\n<li>Ability to understand and analyze loan documents, leases, and management agreements.&nbsp;</li>\n"},{"text":"Education/Certification","content":"\n<li>Bachelor’s degree required, preferably in Business, Finance, Real Estate, Economics, or a related field&nbsp;of study.</li>\n"},{"text":"Essential Skills & Competencies","content":"\n<li>Bellwether seeks to hire entrepreneurial individuals who are highly motivated, mature and intelligent, with demonstrated excellence in prior endeavors. The successful candidate should have:</li>\n<li><strong>Job Knowledge &amp; Technical Ability: </strong>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. Ability to read and analyze investment, lease, and management agreements.</li>\n<li><strong>Initiative &amp; Dependability:</strong> 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.</li>\n<li><strong>Communication: </strong>Excellent verbal and written communication skills; strong listening and interpersonal skills. Highly effective at preparing and presenting information.</li>\n<li><strong>Professionalism &amp; Teamwork:</strong> 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.&nbsp;&nbsp;</li>\n"},{"text":"Travel Requirements","content":"\n<li>&nbsp;Local and/or nationwide travel to assets and client sites required on an as-needed basis, approximately&nbsp;1-2 times per month depending on deal list.</li>\n"},{"text":" Position Details","content":"\n<li><strong>Classification:&nbsp; </strong>Exempt</li>\n<li><strong>Position Status:&nbsp; </strong>Regular, Full Time</li>\n<li><strong>Reports To:&nbsp; </strong>Vice President, Senior Vice President or Managing Director</li>\n<li><strong>Direct Reports:&nbsp; </strong>Yes</li>\n"},{"text":"Physical and Mental Demands","content":"\n<li>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.</li>\n<li>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.</li>\n<li>Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly.</li>\n<li>Ability to work independently, and prioritize duties to ensure timely completion. The ability to collaborate is also imperative.</li>\n<li>Requires active listening, critical thinking, making decisions, time management, as well as administration skills.</li>\n<li>Ability to interact in a courteous professional manner at all times.</li>\n<li>Regular, predictable attendance is required.</li>\n<li>The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.</li>\n"},{"text":"Work Environment","content":"\n<li>No hazardous or significantly unpleasant conditions (such as in a typical office).</li>\n<li>Moderate noise (i.e., business office with computers, phones, printers and light traffic)</li>\n<li>Indoor business office environment with windows; light foot traffic within work areas</li>\n<li><em>The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</em></li>\n"},{"text":"Benefits","content":"\n<li>We offer a comprehensive benefits package that includes:</li>\n<li>Employer-paid Medical, Dental &amp; Vision, with buy-up options available</li>\n<li>Flexible Spending Account, Health Savings Account</li>\n<li>Carrot Fertility Benefit - $10,000 lifetime benefit</li>\n<li>401k company match 4%, immediately vested</li>\n<li>Generous PTO, 11 Paid Company Holidays &amp; Paid Holiday Office Closure</li>\n<li>14 weeks Maternity Leave &amp; 12 weeks Parental Leave</li>\n<li>Wellbeing program offerings</li>\n<li>Cell phone reimbursement</li>\n<li>Engaging team events &amp; holiday parties</li>\n"}],"text":"Senior Analyst, Debt","country":"US","workplaceType":"onsite","opening":"<div><span style=\"font-size: 11pt\">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.&nbsp;</span></div>","openingPlain":"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. \n","descriptionBody":"<div><strong style=\"font-size: 18px;\">Overview</strong></div>\n<div>The Debt Asset Management Team is responsible for the oversight of a portfolio of commercial real estate&nbsp; debt investments. The Senior Analyst, Debt will be responsible for supporting the asset management team in preserving and creating value in the existing portfolio. This role will also work alongside the investment team in the origination, underwriting, and execution of real estate debt related investment opportunities across various property types. The Senior Analyst, Debt will support the team by maintaining complex financial analyses, evaluating monthly operating reports, and interacting directly with sponsors through bi-weekly&nbsp;<br>operations calls. In this role there will be tremendous learning and growth opportunities through interactions with leading experts in the real estate investment industry.</div>","descriptionBodyPlain":"Overview\nThe Debt Asset Management Team is responsible for the oversight of a portfolio of commercial real estate  debt investments. The Senior Analyst, Debt will be responsible for supporting the asset management team in preserving and creating value in the existing portfolio. This role will also work alongside the investment team in the origination, underwriting, and execution of real estate debt related investment opportunities across various property types. The Senior Analyst, Debt will support the team by maintaining complex financial analyses, evaluating monthly operating reports, and interacting directly with sponsors through bi-weekly \noperations calls. In this role there will be tremendous learning and growth opportunities through interactions with leading experts in the real estate investment industry.\n","hostedUrl":"https://jobs.lever.co/bellwetheram-2/0bd06ef9-12b4-40fc-9880-4ba2c22d2c5b","applyUrl":"https://jobs.lever.co/bellwetheram-2/0bd06ef9-12b4-40fc-9880-4ba2c22d2c5b/apply"},{"additionalPlain":"Intent of Position Description\nThis position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position. \n\nEqual Opportunity Employer\nBellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition  (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States.\n","additional":"<div><b style=\"font-size: 18px\">Intent of Position Description</b></div><div><span style=\"font-size: 16px\">This position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position. </span></div><div><br></div><div><b style=\"font-size: 18px\">Equal Opportunity Employer</b></div><div><span style=\"font-size: 16px\">Bellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition&nbsp; (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States.</span></div>","categories":{"commitment":"Full-time","department":"Portfolio Management","location":"El Segundo, CA","team":"Portfolio Analytics","allLocations":["El Segundo, CA"]},"createdAt":1773261981444,"descriptionPlain":"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. \n\n\nOverview\nThe Senior Analyst, Portfolio Management (Torchlight) will support the Torchlight Asset Management Team, which is responsible for overseeing the private real estate debt and equity investments in Torchlight’s fund businesses, which include assets throughout the U.S. in office, retail, multifamily, hospitality, and industrial asset classes.\n \nThe Senior Analyst, Portfolio Management (Torchlight) role 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.\n \nTorchlight Investors – Company Description\nThe firm is an SEC registered investment advisor with over $4.0 billion in assets under management in commercial real estate debt. Since its inception in 1995, the firm has invested over $20 billion in its funds and separate accounts. For additional information please visit www.torchlight.com.\n","description":"<div><span style=\"font-size: 11pt\">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.&nbsp;</span></div><div><br></div><div><strong style=\"font-size: 18px;\">Overview</strong></div>\n<div>The Senior Analyst, Portfolio Management (Torchlight) will support the Torchlight Asset Management Team, which is responsible for overseeing the private real estate debt and equity investments in Torchlight’s fund businesses, which include assets throughout the U.S. in office, retail, multifamily, hospitality, and industrial asset classes.</div>\n<div>&nbsp;</div>\n<div>The Senior Analyst, Portfolio Management (Torchlight) role 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.</div>\n<div>&nbsp;</div>\n<div><strong>Torchlight Investors – Company Description</strong></div>\n<div>The firm is an SEC registered investment advisor with over $4.0 billion in assets under management in commercial real estate debt. Since its inception in 1995, the firm has invested over $20 billion in its funds and separate accounts. For additional information please visit <a href=\"http://www.torchlight.com\" class=\"postings-link\">www.torchlight.com</a>.</div>","id":"7e6a033a-3ee2-4ad0-9645-3fae2942e680","lists":[{"text":" Key Responsibilities","content":"\n<li>Assist in monthly and quarterly analytical reporting processes;</li>\n<li>Actively engage and coordinate deliverables with Asset Management teams;</li>\n<li>Review materials/analysis, identifying and resolving reporting issues, and interpreting fund documents;</li>\n<li>Compile aggregation and review of investment-level cash flows into fund models;</li>\n<li>Efficiently and accurately build and/or update complex fund models and analyses as well as supporting materials for management review;</li>\n<li>Identify trends and maintain firm grasp of key drivers to quarter over quarter variances;</li>\n<li>Lead compilation of responses for due diligence responses and review for accuracy;</li>\n<li>Communicate effectively with other groups within Bellwether to advance team projects/goals;</li>\n<li>Identify and implement process improvements; and</li>\n<li>Perform ad-hoc financial analyses, including special projects, at the request of management.</li>\n"},{"text":" Professional Experience","content":"\n<li>A minimum of 2 years of experience in real estate investment and at least the same amount of time in an analytical role.</li>\n<li>Advanced in Excel and PowerPoint skills.</li>\n<li>Experience with Salesforce, Tableau, and iLevel is a plus.</li>\n<li>Client-facing experience preferred.</li>\n"},{"text":"Education/Certification","content":"\n<li>Bachelor’s degree in economics, finance, real estate, business or related degree is preferred.</li>\n"},{"text":"Essential Skills & Competencies","content":"\n<li>Bellwether seeks to hire entrepreneurial individuals who are highly motivated, mature and intelligent, with demonstrated excellence in prior endeavors. The successful candidate should have:</li>\n<li><strong>Job Knowledge &amp; Technical Ability: </strong>Strong analytical skills and detail 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. Advanced financial modeling and analytical skills using Excel. Ability to update or modify fund models, with limited guidance. Moderate understanding of real estate/fund concepts and financial statements. Ability to identify and resolve reporting issues, sometimes with limited guidance. Ability to understand fund documents and accounting files, and work with other parties on any issues or clarifying points.</li>\n<li><strong>Initiative &amp; Dependability:</strong> 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.</li>\n<li><strong>Communication: </strong>Excellent verbal and written communication skills; strong listening and interpersonal skills. Highly effective at preparing and presenting information both internally and externally to clients.</li>\n<li><strong>Professionalism &amp; Teamwork: </strong>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.&nbsp;</li>\n"},{"text":"Travel Requirements","content":"\n<li>Travel is not anticipated but may be needed from time to time.</li>\n"},{"text":" Position Details","content":"\n<li><strong>Classification:&nbsp; </strong>Exempt</li>\n<li><strong>Position Status:&nbsp; </strong>Regular / Full Time</li>\n<li><strong>Reports To:&nbsp;</strong>Vice President</li>\n<li><strong>Direct Reports:&nbsp; </strong>No</li>\n"},{"text":"Physical and Mental Demands","content":"\n<li>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.</li>\n<li>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.</li>\n<li>Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly.</li>\n<li>Ability to work independently, and prioritize duties to ensure timely completion. The ability to collaborate is also imperative.</li>\n<li>Requires active listening, critical thinking, making decisions, time management, as well as administration skills.</li>\n<li>Ability to interact in a courteous professional manner at all times.</li>\n<li>Regular, predictable attendance is required.</li>\n<li>The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.</li>\n"},{"text":"Work Environment","content":"\n<li>No hazardous or significantly unpleasant conditions (such as in a typical office).</li>\n<li>Moderate noise (i.e., business office with computers, phones, printers and light traffic)</li>\n<li>Indoor business office environment with windows; light foot traffic within work areas</li>\n<li><em>The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</em></li>\n"},{"text":"Benefits","content":"\n<li>We offer a comprehensive benefits package that includes:</li>\n<li>Employer-paid Medical, Dental &amp; Vision, with buy-up options available</li>\n<li>Flexible Spending Account, Health Savings Account</li>\n<li>Carrot Fertility Benefit - $10,000 lifetime benefit</li>\n<li>401k company match 4%, immediately vested</li>\n<li>Generous PTO, 11 Paid Company Holidays &amp; Paid Holiday Office Closure</li>\n<li>14 weeks Maternity Leave &amp; 12 weeks Parental Leave</li>\n<li>Wellbeing program offerings</li>\n<li>Cell phone reimbursement</li>\n<li>Engaging team events &amp; holiday parties</li>\n"}],"salaryRange":{"min":100000,"max":110000,"currency":"USD","interval":"per-year-salary"},"salaryDescription":"<div>$100,000 - $110,000 base, plus discretionary bonus</div>\n<div>Offered salary is based on a variety of factors, including skills, experience, and qualifications for the role.</div>","salaryDescriptionPlain":"$100,000 - $110,000 base, plus discretionary bonus\nOffered salary is based on a variety of factors, including skills, experience, and qualifications for the role.\n","text":"Senior Analyst, Portfolio Analytics","country":"US","workplaceType":"hybrid","opening":"<div><span style=\"font-size: 11pt\">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.&nbsp;</span></div>","openingPlain":"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. \n","descriptionBody":"<div><strong style=\"font-size: 18px;\">Overview</strong></div>\n<div>The Senior Analyst, Portfolio Management (Torchlight) will support the Torchlight Asset Management Team, which is responsible for overseeing the private real estate debt and equity investments in Torchlight&rsquo;s fund businesses, which include assets throughout the U.S. in office, retail, multifamily, hospitality, and industrial asset classes.</div>\n<div>&nbsp;</div>\n<div>The Senior Analyst, Portfolio Management (Torchlight) role 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.</div>\n<div>&nbsp;</div>\n<div><strong>Torchlight Investors &ndash; Company Description</strong></div>\n<div>The firm is an SEC registered investment advisor with over $4.0 billion in assets under management in commercial real estate debt. Since its inception in 1995, the firm has invested over $20 billion in its funds and separate accounts. For additional information please visit <a class=\"postings-link\" href=\"http://www.torchlight.com\">www.torchlight.com</a>.</div>","descriptionBodyPlain":"Overview\nThe Senior Analyst, Portfolio Management (Torchlight) will support the Torchlight Asset Management Team, which is responsible for overseeing the private real estate debt and equity investments in Torchlight’s fund businesses, which include assets throughout the U.S. in office, retail, multifamily, hospitality, and industrial asset classes.\n \nThe Senior Analyst, Portfolio Management (Torchlight) role 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.\n \nTorchlight Investors – Company Description\nThe firm is an SEC registered investment advisor with over $4.0 billion in assets under management in commercial real estate debt. Since its inception in 1995, the firm has invested over $20 billion in its funds and separate accounts. For additional information please visit www.torchlight.com.\n","hostedUrl":"https://jobs.lever.co/bellwetheram-2/7e6a033a-3ee2-4ad0-9645-3fae2942e680","applyUrl":"https://jobs.lever.co/bellwetheram-2/7e6a033a-3ee2-4ad0-9645-3fae2942e680/apply"},{"additionalPlain":"#LI-Onsite\n\n\nIntent of Position Description\nThis position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position. \n\nEqual Opportunity Employer\nBellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition  (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States.\n","additional":"<div>#LI-Onsite</div><div><br></div><div><b style=\"font-size: 18px\">Intent of Position Description</b></div><div><span style=\"font-size: 16px\">This position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position. </span></div><div><br></div><div><b style=\"font-size: 18px\">Equal Opportunity Employer</b></div><div><span style=\"font-size: 16px\">Bellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition&nbsp; (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States.</span></div>","categories":{"commitment":"Full-time","department":"Portfolio Management","location":"Dallas, TX","team":"Portfolio Analytics","allLocations":["Dallas, TX"]},"createdAt":1772487125918,"descriptionPlain":"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. \n\n\nOverview\nThe Senior Analyst, Portfolio Management (Torchlight) will support the Torchlight Asset Management Team, which is responsible for overseeing the private real estate debt and equity investments in Torchlight’s fund businesses, which include assets throughout the U.S. in office, retail, multifamily, hospitality, and industrial asset classes.\n \nThe Senior Analyst, Portfolio Management (Torchlight) role 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.\n \nTorchlight Investors – Company Description\nThe firm is an SEC registered investment advisor with over $4.0 billion in assets under management in commercial real estate debt. Since its inception in 1995, the firm has invested over $20 billion in its funds and separate accounts. For additional information please visit www.torchlight.com.\n","description":"<div><span style=\"font-size: 11pt\">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.&nbsp;</span></div><div><br></div><div><strong style=\"font-size: 18px;\">Overview</strong></div>\n<div>The Senior Analyst, Portfolio Management (Torchlight) will support the Torchlight Asset Management Team, which is responsible for overseeing the private real estate debt and equity investments in Torchlight’s fund businesses, which include assets throughout the U.S. in office, retail, multifamily, hospitality, and industrial asset classes.</div>\n<div>&nbsp;</div>\n<div>The Senior Analyst, Portfolio Management (Torchlight) role 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.</div>\n<div>&nbsp;</div>\n<div><strong>Torchlight Investors – Company Description</strong></div>\n<div>The firm is an SEC registered investment advisor with over $4.0 billion in assets under management in commercial real estate debt. Since its inception in 1995, the firm has invested over $20 billion in its funds and separate accounts. For additional information please visit <a rel=\"noopener noreferrer\" href=\"http://www.torchlight.com\" class=\"postings-link\">www.torchlight.com</a>.</div>","id":"ae8ebde5-2981-4bde-92f2-4899599605ae","lists":[{"text":" Key Responsibilities","content":"\n<li>Assist in monthly and quarterly analytical reporting processes;</li>\n<li>Actively engage and coordinate deliverables with Asset Management teams;</li>\n<li>Review materials/analysis, identifying and resolving reporting issues, and interpreting fund documents;</li>\n<li>Compile aggregation and review of investment-level cash flows into fund models;</li>\n<li>Efficiently and accurately build and/or update complex fund models and analyses as well as supporting materials for management review;</li>\n<li>Identify trends and maintain firm grasp of key drivers to quarter over quarter variances;</li>\n<li>Lead compilation of responses for due diligence responses and review for accuracy;</li>\n<li>Communicate effectively with other groups within Bellwether to advance team projects/goals;</li>\n<li>Identify and implement process improvements; and</li>\n<li>Perform ad-hoc financial analyses, including special projects, at the request of management.</li>\n"},{"text":" Professional Experience","content":"\n<li>A minimum of 2 years of experience in real estate investment and at least the same amount of time in an analytical role.</li>\n<li>Advanced in Excel and PowerPoint skills.</li>\n<li>Experience with Salesforce, Tableau, and iLevel is a plus.</li>\n<li>Client-facing experience preferred.</li>\n"},{"text":"Education/Certification","content":"\n<li>Bachelor’s degree in economics, finance, real estate, business or related degree is preferred.</li>\n"},{"text":"Essential Skills & Competencies","content":"\n<li>Bellwether seeks to hire entrepreneurial individuals who are highly motivated, mature and intelligent, with demonstrated excellence in prior endeavors. The successful candidate should have:</li>\n<li><strong>Job Knowledge &amp; Technical Ability: </strong>Strong analytical skills and detail 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. Advanced financial modeling and analytical skills using Excel. Ability to update or modify fund models, with limited guidance. Moderate understanding of real estate/fund concepts and financial statements. Ability to identify and resolve reporting issues, sometimes with limited guidance. Ability to understand fund documents and accounting files, and work with other parties on any issues or clarifying points.</li>\n<li><strong>Initiative &amp; Dependability:</strong> 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.</li>\n<li><strong>Communication: </strong>Excellent verbal and written communication skills; strong listening and interpersonal skills. Highly effective at preparing and presenting information both internally and externally to clients.</li>\n<li><strong>Professionalism &amp; Teamwork: </strong>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.&nbsp;</li>\n"},{"text":"Travel Requirements","content":"\n<li>Travel is not anticipated but may be needed from time to time.</li>\n"},{"text":" Position Details","content":"\n<li><strong>Classification:&nbsp; </strong>Exempt</li>\n<li><strong>Position Status:&nbsp; </strong>Regular / Full Time</li>\n<li><strong>Reports To:&nbsp;</strong>Vice President</li>\n<li><strong>Direct Reports:&nbsp; </strong>No</li>\n"},{"text":"Physical and Mental Demands","content":"\n<li>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.</li>\n<li>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.</li>\n<li>Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly.</li>\n<li>Ability to work independently, and prioritize duties to ensure timely completion. The ability to collaborate is also imperative.</li>\n<li>Requires active listening, critical thinking, making decisions, time management, as well as administration skills.</li>\n<li>Ability to interact in a courteous professional manner at all times.</li>\n<li>Regular, predictable attendance is required.</li>\n<li>The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.</li>\n"},{"text":"Work Environment","content":"\n<li>No hazardous or significantly unpleasant conditions (such as in a typical office).</li>\n<li>Moderate noise (i.e., business office with computers, phones, printers and light traffic)</li>\n<li>Indoor business office environment with windows; light foot traffic within work areas</li>\n<li><em>The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</em></li>\n"},{"text":"Benefits","content":"\n<li>We offer a comprehensive benefits package that includes:</li>\n<li>Employer-paid Medical, Dental &amp; Vision, with buy-up options available</li>\n<li>Flexible Spending Account, Health Savings Account</li>\n<li>Carrot Fertility Benefit - $10,000 lifetime benefit</li>\n<li>401k company match 4%, immediately vested</li>\n<li>Generous PTO, 11 Paid Company Holidays &amp; Paid Holiday Office Closure</li>\n<li>14 weeks Maternity Leave &amp; 12 weeks Parental Leave</li>\n<li>Wellbeing program offerings</li>\n<li>Cell phone reimbursement</li>\n<li>Engaging team events &amp; holiday parties</li>\n"}],"text":"Senior Analyst, Portfolio Analytics","country":"US","workplaceType":"onsite","opening":"<div><span style=\"font-size: 11pt\">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.&nbsp;</span></div>","openingPlain":"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. \n","descriptionBody":"<div><strong style=\"font-size: 18px;\">Overview</strong></div>\n<div>The Senior Analyst, Portfolio Management (Torchlight) will support the Torchlight Asset Management Team, which is responsible for overseeing the private real estate debt and equity investments in Torchlight&rsquo;s fund businesses, which include assets throughout the U.S. in office, retail, multifamily, hospitality, and industrial asset classes.</div>\n<div>&nbsp;</div>\n<div>The Senior Analyst, Portfolio Management (Torchlight) role 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.</div>\n<div>&nbsp;</div>\n<div><strong>Torchlight Investors &ndash; Company Description</strong></div>\n<div>The firm is an SEC registered investment advisor with over $4.0 billion in assets under management in commercial real estate debt. Since its inception in 1995, the firm has invested over $20 billion in its funds and separate accounts. For additional information please visit <a class=\"postings-link\" href=\"http://www.torchlight.com\" target=\"_blank\" rel=\"noopener noreferrer\">www.torchlight.com</a>.</div>","descriptionBodyPlain":"Overview\nThe Senior Analyst, Portfolio Management (Torchlight) will support the Torchlight Asset Management Team, which is responsible for overseeing the private real estate debt and equity investments in Torchlight’s fund businesses, which include assets throughout the U.S. in office, retail, multifamily, hospitality, and industrial asset classes.\n \nThe Senior Analyst, Portfolio Management (Torchlight) role 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.\n \nTorchlight Investors – Company Description\nThe firm is an SEC registered investment advisor with over $4.0 billion in assets under management in commercial real estate debt. Since its inception in 1995, the firm has invested over $20 billion in its funds and separate accounts. For additional information please visit www.torchlight.com.\n","hostedUrl":"https://jobs.lever.co/bellwetheram-2/ae8ebde5-2981-4bde-92f2-4899599605ae","applyUrl":"https://jobs.lever.co/bellwetheram-2/ae8ebde5-2981-4bde-92f2-4899599605ae/apply"},{"additionalPlain":"#LI-Onsite\n\n\nIntent of Position Description\nThis position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position. \n\nEqual Opportunity Employer\nBellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition  (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States.\n","additional":"<div>#LI-Onsite</div><div><br></div><div><b style=\"font-size: 18px\">Intent of Position Description</b></div><div><span style=\"font-size: 16px\">This position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position. </span></div><div><br></div><div><b style=\"font-size: 18px\">Equal Opportunity Employer</b></div><div><span style=\"font-size: 16px\">Bellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition&nbsp; (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States.</span></div>","categories":{"commitment":"Full-time","department":"Debt Asset Management","location":"El Segundo, CA","team":"Debt Asset Management","allLocations":["El Segundo, CA"]},"createdAt":1775662154448,"descriptionPlain":"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. \n\n\nOverview\nWe are looking for a Senior Associate, CMBS Debt to join the rapidly growing Debt Team at Bellwether, with a focus on CMBS and CRE-structured products (SASB, CRE CLO, Conduit, etc.). The ideal candidate is a savvy problem solver who thrives in a fast-paced, challenging environment and consistently exceeds expectations. We are seeking an agile team player who enjoys working cross-functionally with different parts of the organization.\nAn ideal candidate will have experience with fixed income products, commercial real estate asset management, and servicer/special servicer oversight.\n","description":"<div><span style=\"font-size: 11pt\">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.&nbsp;</span></div><div><br></div><div><strong style=\"font-size: 18px;\">Overview</strong></div>\n<div>\n<p>We are looking for a Senior Associate, CMBS Debt to join the rapidly growing Debt Team at Bellwether, with a focus on CMBS and CRE-structured products (SASB, CRE CLO, Conduit, etc.). The ideal candidate is a savvy problem solver who thrives in a fast-paced, challenging environment and consistently exceeds expectations. We are seeking an agile team player who enjoys working cross-functionally with different parts of the organization.</p>\n<p>An ideal candidate will have experience with fixed income products, commercial real estate asset management, and servicer/special servicer oversight.</p>\n</div>","id":"a5e3cbcc-4bd7-47a2-98cf-ffeeb2bb1728","lists":[{"text":" Key Responsibilities","content":"<div>\n\n<li>Own the proactive monitoring and management of a portfolio of Conduit / CLO SASB investments;</li>\n<li>Monitor credit performance at the portfolio, deal, loan, property, tenant, and bond levels, identifying material changes in cash flow, occupancy, tenant rollover, debt service coverage, valuation, refinance risk, watchlist migration, and default probability;</li>\n<li>Lead periodic re-underwriting and reforecasting of collateral and bond cash flows, incorporating updated property performance, market assumptions, refinancing scenarios, appraisal changes, and structural features;</li>\n<li>Develop and communicate actionable investment recommendations including hold, add, reduce, or sell decisions based on collateral fundamentals, bond structure, expected loss, relative value, liquidity, and total return considerations;</li>\n<li>Maintain portfolio watchlists and risk stratification frameworks, highlighting near-term maturity risk, trigger exposure, concentration risk, specially serviced assets, and other positions requiring heightened surveillance;</li>\n<li>Liaise with special servicers, master servicers and trustees to ensure appropriate actions are taken on behalf of Bellwether’s clients;</li>\n<li>Analyze and interpret remittance reports, servicer commentary, rating agency actions, trustee reporting, legal documents, and market news to assess credit developments and escalation needs;</li>\n<li>Leverage Intex, Trepp, Bloomberg, CoStar, Vichara, Axiometrics, and other internal/external data sources to improve surveillance efficiency, data integrity, and investment decision-making;</li>\n<li>Build, enhance, and maintain scalable surveillance tools, reports, and dashboards that support portfolio monitoring, exception reporting, and management visibility across a large position count;</li>\n<li>Prepare investment memoranda, surveillance summaries, and portfolio updates for senior management, investment committees, and clients, clearly articulating key risks, mitigants, and recommended actions;</li>\n<li>Mentor junior team members and help manage workflow, including review of analyses, prioritization of assignments, and development of best practices for underwriting and surveillance; and</li>\n<li>Support ad hoc client requests.</li>\n\n</div>"},{"text":" Professional Experience","content":"\n<li>5–8+ years of relevant experience in CMBS, structured products, commercial real estate credit, or a related institutional investment role. Work experience with CMBS asset management, credit surveillance, CMBS originations, and/or rating agencies is preferred.</li>\n<li>Fixed income experience, including portfolio management of CMBS positions, familiarity with fixed income analysis tools, and price/yield analytics.</li>\n<li>Familiarity with large relational data structure across the deal, loan, property, and tenant levels.</li>\n<li>Familiarity with SQL, Python, VBA, Power BI, Tableau, or similar tools to automate surveillance and reporting is strongly preferred.</li>\n<li>Working knowledge of CMBS and CRE CLO deal mechanics, including waterfalls, triggers, advancing, appraisal reduction amounts, losses, control rights, and special servicing dynamics.</li>\n<li>Advanced proficiency in Microsoft Excel, PowerPoint and Intex. Strong working knowledge of Trepp, Bloomberg, CoStar, and similar surveillance platforms.</li>\n<li>Experience with property underwriting and advanced financial modeling.</li>\n<li>Prior experience reviewing or mentoring junior analysts/associates and helping coordinate team workflows is preferred.</li>\n<li>Experience presenting and leading meetings with clients and senior level team members.</li>\n"},{"text":"Education/Certification","content":"\n<li>Bachelor's degree in economics, Finance, Mathematics, Engineering, Computer Science, or related field.</li>\n"},{"text":"Essential Skills & Competencies","content":"<div>\n<p>Bellwether seeks to hire entrepreneurial individuals who are highly motivated, mature and intelligent, with demonstrated excellence in prior endeavors. The successful candidate should have:</p>\n\n<li><strong>Job Knowledge &amp; Technical Ability: </strong>Strong attention to detail, organizational skills, and ability to multitask. Ability to read and analyze investment, lease, loan and management agreements. Property underwriting and advanced financial modeling skills. Proficiency with Excel and CRE loan servicing software. Fluency with CMBS and broader structured products. Experience with or understanding of basic capital market principles including interest rate calculations and basic bond math.</li>\n<li><strong>Initiative &amp; Dependability: </strong>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.</li>\n<li><strong>Communication: </strong>Excellent verbal and written communication skills; strong listening and interpersonal skills. Highly effective at preparing and presenting information.</li>\n<li><strong>Professionalism &amp; Teamwork: </strong>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.</li>\n\n</div>"},{"text":"Travel Requirements","content":"\n<li>Travel is not anticipated but may be needed from time to time.</li>\n"},{"text":" Position Details","content":"\n<li><strong>Classification:&nbsp; </strong>Exempt</li>\n<li><strong>Position Status:&nbsp; </strong>Regular, Full Time</li>\n<li><strong>Reports To:&nbsp; </strong>Vice President, Senior Vice President or Managing Director, Debt</li>\n<li><strong>Direct Reports:&nbsp; </strong>Yes</li>\n"},{"text":"Physical and Mental Demands","content":"\n<li>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.</li>\n<li>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.</li>\n<li>Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly.</li>\n<li>Ability to work independently, and prioritize duties to ensure timely completion. The ability to collaborate is also imperative.</li>\n<li>Requires active listening, critical thinking, making decisions, time management, as well as administration skills.</li>\n<li>Ability to interact in a courteous professional manner at all times.</li>\n<li>Regular, predictable attendance is required.</li>\n<li>The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.</li>\n"},{"text":"Work Environment","content":"\n<li>No hazardous or significantly unpleasant conditions (such as in a typical office).</li>\n<li>Moderate noise (i.e., business office with computers, phones, printers and light traffic)</li>\n<li>Indoor business office environment with windows; light foot traffic within work areas</li>\n<li><em>The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</em></li>\n"},{"text":"Benefits","content":"\n<li>We offer a comprehensive benefits package that includes:</li>\n<li>Employer-paid Medical, Dental &amp; Vision, with buy-up options available</li>\n<li>Flexible Spending Account, Health Savings Account</li>\n<li>Carrot Fertility Benefit - $10,000 lifetime benefit</li>\n<li>401k company match 4%, immediately vested</li>\n<li>Generous PTO, 11 Paid Company Holidays &amp; Paid Holiday Office Closure</li>\n<li>14 weeks Maternity Leave &amp; 12 weeks Parental Leave</li>\n<li>Wellbeing program offerings</li>\n<li>Cell phone reimbursement</li>\n<li>Engaging team events &amp; holiday parties</li>\n"}],"salaryRange":{"min":140000,"max":140000,"currency":"USD","interval":"per-year-salary"},"salaryDescription":"<div>$140,000 base, plus discretionary bonus</div>\n<div>Offered salary is based on a variety of factors, including skills, experience, and qualifications for the role.</div>","salaryDescriptionPlain":"$140,000 base, plus discretionary bonus\nOffered salary is based on a variety of factors, including skills, experience, and qualifications for the role.\n","text":"Senior Associate, CMBS Debt","country":"US","workplaceType":"hybrid","opening":"<div><span style=\"font-size: 11pt\">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.&nbsp;</span></div>","openingPlain":"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. \n","descriptionBody":"<div><strong style=\"font-size: 18px;\">Overview</strong></div>\n<div>\n<p>We are looking for a Senior Associate, CMBS Debt to join the rapidly growing Debt Team at Bellwether, with a focus on CMBS and CRE-structured products (SASB, CRE CLO, Conduit, etc.). The ideal candidate is a savvy problem solver who thrives in a fast-paced, challenging environment and consistently exceeds expectations. We are seeking an agile team player who enjoys working cross-functionally with different parts of the organization.</p>\n<p>An ideal candidate will have experience with fixed income products, commercial real estate asset management, and servicer/special servicer oversight.</p>\n</div>","descriptionBodyPlain":"Overview\nWe are looking for a Senior Associate, CMBS Debt to join the rapidly growing Debt Team at Bellwether, with a focus on CMBS and CRE-structured products (SASB, CRE CLO, Conduit, etc.). The ideal candidate is a savvy problem solver who thrives in a fast-paced, challenging environment and consistently exceeds expectations. We are seeking an agile team player who enjoys working cross-functionally with different parts of the organization.\nAn ideal candidate will have experience with fixed income products, commercial real estate asset management, and servicer/special servicer oversight.\n","hostedUrl":"https://jobs.lever.co/bellwetheram-2/a5e3cbcc-4bd7-47a2-98cf-ffeeb2bb1728","applyUrl":"https://jobs.lever.co/bellwetheram-2/a5e3cbcc-4bd7-47a2-98cf-ffeeb2bb1728/apply"},{"additionalPlain":"#LI-Onsite\n\n\nIntent of Position Description\nThis position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position. \n\nEqual Opportunity Employer\nBellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition  (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States.\n","additional":"<div>#LI-Onsite</div><div><br></div><div><b style=\"font-size: 18px\">Intent of Position Description</b></div><div><span style=\"font-size: 16px\">This position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position. </span></div><div><br></div><div><b style=\"font-size: 18px\">Equal Opportunity Employer</b></div><div><span style=\"font-size: 16px\">Bellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition&nbsp; (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States.</span></div>","categories":{"commitment":"Full-time","department":"Debt Asset Management","location":"El Segundo, CA","team":"Debt Asset Management","allLocations":["El Segundo, CA"]},"createdAt":1775664004587,"descriptionPlain":"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. \n\n\nOverview\nThe Debt Asset Management Team is responsible for the oversight of a portfolio of commercial real estate debt investments. The Systems Analyst, Debt role is an exciting opportunity to leverage one’s knowledge of technology and business to drive delivery of business initiatives by bridging the gap between business requirements and technical solutions. This role will work closely with business stakeholders to analyze business needs and create scalable solutions. This role will be a key driver in delivering technology-oriented solutions from design to deployment.\nThis role will be responsible for supporting the asset management team in preserving and creating value in the existing portfolio across various property types. The Systems Analyst, Debt will support the team by building technology-oriented solutions, contributing to data strategies, conducting complex financial analyses,  authoring quarterly portfolio and asset level reports, and interacting directly with sponsors. In this role there will be tremendous learning and growth opportunities through interactions with leading experts in the real estate investment industry.\n","description":"<div><span style=\"font-size: 11pt\">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.&nbsp;</span></div><div><br></div><div><strong style=\"font-size: 18px;\">Overview</strong></div>\n<div>\n<p>The Debt Asset Management Team is responsible for the oversight of a portfolio of commercial real estate debt investments. The Systems Analyst, Debt role is an exciting opportunity to leverage one’s knowledge of technology and business to drive delivery of business initiatives by bridging the gap between business requirements and technical solutions. This role will work closely with business stakeholders to analyze business needs and create scalable solutions. This role will be a key driver in delivering technology-oriented solutions from design to deployment.</p>\n<p>This role will be responsible for supporting the asset management team in preserving and creating value in the existing portfolio across various property types. The Systems Analyst, Debt will support the team by building technology-oriented solutions, contributing to data strategies, conducting complex financial analyses, &nbsp;authoring quarterly portfolio and asset level reports, and interacting directly with sponsors. In this role there will be tremendous learning and growth opportunities through interactions with leading experts in the real estate investment industry.</p>\n</div>","id":"8156b96c-3a31-47c2-9bb5-de57c0e11e12","lists":[{"text":" Key Responsibilities","content":"\n<li>Build, maintain, and improve data pipelines, implementations, and reporting workflows that support the asset management of commercial real estate debt investments across securitized and non-securitized portfolios, including CMBS, Conduit, SASB, CRE CLO, and other CRE debt structures.</li>\n<li>Develop Python and SQL based processes to ingest, clean, and warehouse data from servicing systems, remittance files, borrower reporting, property operating statements, rent rolls, market data, and internal portfolio management tools.</li>\n<li>Design data visualizations, reports, and analyses that connect information across the loan, property, tenant, borrower, deal, and bond levels to support surveillance, reporting, valuation, and asset-level decision-making.</li>\n<li>Implement workflow automation to improve the team’s ability to oversee large portfolios, identify outliers, and focus asset management attention on credits that require follow-up or deeper review. Partner closely with asset management professionals to translate real estate debt workflows into scalable tools and solutions.</li>\n<li>Utilize large language models (LLMs) to enhance data extraction, coding efficiency, process automation, and internal workflow design, with appropriate controls and human oversight.</li>\n<li>Support the loan onboarding and abstraction process, focusing on the abstraction of unstructured data fields from legal documents and underwriting materials so that debt investments can be efficiently monitored over time.</li>\n<li>Document process logic, business rules, system architecture, and workflow design so that tools are reliable, maintainable, and aligned with the needs of a real estate debt asset management platform.</li>\n<li>Continuously identify opportunities to improve the efficiency, scalability, and analytical depth of the Debt Asset Management Team.</li>\n"},{"text":" Professional Experience","content":"\n<li>1-3 years of relevant experience, including internships, research, or early-career work in data engineering, data science, computer science, quantitative analysis, or systems-focused roles.</li>\n<li>Strong proficiency in Python building data structures, implementing automation, and creating internal tools for business stakeholders.</li>\n<li>Working knowledge of relational databases, including the ability to structure, query, and maintain large datasets.</li>\n<li>Demonstrated ability to effectively utilize large language models (LLMs) in a project or business setting, with appropriate controls and human oversight.</li>\n<li>Interest in commercial real estate, real estate finance, structured credit, or fixed income investing, with a desire to learn how real estate debt portfolios are underwritten, monitored, and managed over time.</li>\n<li>Exposure to financial, operating, or asset-level data analysis through work experience, internships, project work, or coursework preferred; experience related to real estate, credit, lending, or investment analysis is a plus but not required.</li>\n<li>Ability and willingness to learn key real estate debt concepts such as property cash flow, leasing, collateral performance, loan structures, covenant compliance, debt service coverage, maturity risk, and borrower reporting.</li>\n<li>Strong communication skills and the ability to work effectively with non-technical professionals, including asset managers and investment professionals.</li>\n<li>Demonstrated academic excellence, curiosity, and a genuine interest in using technology to inform decision-making in commercial real estate debt investing and asset management.</li>\n"},{"text":"Education/Certification","content":"\n<li>\n<p>Bachelor’s degree in Computer Science, Data Science, Engineering, Applied Mathematics, Information Systems, or another quantitative discipline from a rigorous academic program required.</p>\n</li>\n"},{"text":"Essential Skills & Competencies","content":"<p>Bellwether seeks to hire entrepreneurial individuals who are highly motivated, mature and intelligent, with demonstrated excellence in prior endeavors. The successful candidate should have:</p>\n\n<li><strong>Job Knowledge &amp; Technical Ability: </strong>Strong data modeling and analysis skills with the ability to build complex, multi-scenario property and loan-level models. Ability to interpret and analyze loan documents, leases, rent rolls, operating statements, and management agreements. A strong technical background and understanding of data analysis, data modeling, and data systems. Advanced skills scripting languages such as Python and Structured Query Language (SQL) is encouraged. Ability to troubleshoot and resolve errors efficiently, strong project management skills, and meticulous attention to detail are critical for success.</li>\n<li><strong>Initiative &amp; Dependability</strong>: 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.</li>\n<li><strong>Communication: </strong>Excellent verbal and written communication skills; strong listening and interpersonal skills. Highly effective at preparing and presenting information.</li>\n<li><strong>Professionalism &amp; Teamwork: </strong>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.</li>\n"},{"text":"Travel Requirements","content":"\n<li>Local and/or nationwide travel to assets and client sites required on an as-needed basis, approximately 1-2 times per quarter depending on deal list.</li>\n"},{"text":" Position Details","content":"\n<li><strong>Classification:&nbsp; </strong>Exempt</li>\n<li><strong>Position Status:&nbsp; </strong>Regular, Full Time</li>\n<li><strong>Reports To:&nbsp; </strong>Senior Associate, Vice President, Senior Vice President, or Managing Director</li>\n<li><strong>Direct Reports:&nbsp; </strong>No</li>\n"},{"text":"Physical and Mental Demands","content":"\n<li>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.</li>\n<li>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.</li>\n<li>Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly.</li>\n<li>Ability to work independently, and prioritize duties to ensure timely completion. The ability to collaborate is also imperative.</li>\n<li>Requires active listening, critical thinking, making decisions, time management, as well as administration skills.</li>\n<li>Ability to interact in a courteous professional manner at all times.</li>\n<li>Regular, predictable attendance is required.</li>\n<li>The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.</li>\n"},{"text":"Work Environment","content":"\n<li>No hazardous or significantly unpleasant conditions (such as in a typical office).</li>\n<li>Moderate noise (i.e., business office with computers, phones, printers and light traffic)</li>\n<li>Indoor business office environment with windows; light foot traffic within work areas</li>\n<li><em>The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</em></li>\n"},{"text":"Benefits","content":"\n<li>We offer a comprehensive benefits package that includes:</li>\n<li>Employer-paid Medical, Dental &amp; Vision, with buy-up options available</li>\n<li>Flexible Spending Account, Health Savings Account</li>\n<li>Carrot Fertility Benefit - $10,000 lifetime benefit</li>\n<li>401k company match 4%, immediately vested</li>\n<li>Generous PTO, 11 Paid Company Holidays &amp; Paid Holiday Office Closure</li>\n<li>14 weeks Maternity Leave &amp; 12 weeks Parental Leave</li>\n<li>Wellbeing program offerings</li>\n<li>Cell phone reimbursement</li>\n<li>Engaging team events &amp; holiday parties</li>\n"}],"salaryRange":{"min":100000,"max":100000,"currency":"USD","interval":"per-year-salary"},"salaryDescription":"<div>$100,000 base, plus discretionary bonus</div>\n<div>Offered salary is based on a variety of factors, including skills, experience, and qualifications for the role.</div>","salaryDescriptionPlain":"$100,000 base, plus discretionary bonus\nOffered salary is based on a variety of factors, including skills, experience, and qualifications for the role.\n","text":"Systems Analyst, Debt","country":"US","workplaceType":"hybrid","opening":"<div><span style=\"font-size: 11pt\">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.&nbsp;</span></div>","openingPlain":"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. \n","descriptionBody":"<div><strong style=\"font-size: 18px;\">Overview</strong></div>\n<div>\n<p>The Debt Asset Management Team is responsible for the oversight of a portfolio of commercial real estate debt investments. The Systems Analyst, Debt role is an exciting opportunity to leverage one&rsquo;s knowledge of technology and business to drive delivery of business initiatives by bridging the gap between business requirements and technical solutions. This role will work closely with business stakeholders to analyze business needs and create scalable solutions. This role will be a key driver in delivering technology-oriented solutions from design to deployment.</p>\n<p>This role will be responsible for supporting the asset management team in preserving and creating value in the existing portfolio across various property types. The Systems Analyst, Debt will support the team by building technology-oriented solutions, contributing to data strategies, conducting complex financial analyses, &nbsp;authoring quarterly portfolio and asset level reports, and interacting directly with sponsors. In this role there will be tremendous learning and growth opportunities through interactions with leading experts in the real estate investment industry.</p>\n</div>","descriptionBodyPlain":"Overview\nThe Debt Asset Management Team is responsible for the oversight of a portfolio of commercial real estate debt investments. The Systems Analyst, Debt role is an exciting opportunity to leverage one’s knowledge of technology and business to drive delivery of business initiatives by bridging the gap between business requirements and technical solutions. This role will work closely with business stakeholders to analyze business needs and create scalable solutions. This role will be a key driver in delivering technology-oriented solutions from design to deployment.\nThis role will be responsible for supporting the asset management team in preserving and creating value in the existing portfolio across various property types. The Systems Analyst, Debt will support the team by building technology-oriented solutions, contributing to data strategies, conducting complex financial analyses,  authoring quarterly portfolio and asset level reports, and interacting directly with sponsors. In this role there will be tremendous learning and growth opportunities through interactions with leading experts in the real estate investment industry.\n","hostedUrl":"https://jobs.lever.co/bellwetheram-2/8156b96c-3a31-47c2-9bb5-de57c0e11e12","applyUrl":"https://jobs.lever.co/bellwetheram-2/8156b96c-3a31-47c2-9bb5-de57c0e11e12/apply"},{"additionalPlain":"#LI-Onsite\n\n\nIntent of Position Description\nThis position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position. \n\nEqual Opportunity Employer\nBellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition  (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States.\n","additional":"<div>#LI-Onsite</div><div><br></div><div><b style=\"font-size: 18px\">Intent of Position Description</b></div><div><span style=\"font-size: 16px\">This position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position. </span></div><div><br></div><div><b style=\"font-size: 18px\">Equal Opportunity Employer</b></div><div><span style=\"font-size: 16px\">Bellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition&nbsp; (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States.</span></div>","categories":{"commitment":"Full-time","department":"Construction","location":"Dallas, TX","team":"Construction","allLocations":["Dallas, TX"]},"createdAt":1774297040766,"descriptionPlain":"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. \n\n\nOverview\n \nAs a Vice President on the construction management team, your role will include direct management and oversight of development and construction projects for our clients throughout the country. This will also include management of external consultants, coordination with internal teams, and direct liaising with clients. As the team expands its range of services, this is an exciting opportunity to join a growing team in a leadership role.\n","description":"<div><span style=\"font-size: 11pt\">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.&nbsp;</span></div><div><br></div><div><strong style=\"font-size: 18px;\">Overview</strong></div>\n<div>&nbsp;</div>\n<div>As a Vice President on the construction management team, your role will include direct management and oversight of development and construction projects for our clients throughout the country. This will also include management of external consultants, coordination with internal teams, and direct liaising with clients. As the team expands its range of services, this is an exciting opportunity to join a growing team in a leadership role.</div>","id":"28664b24-b145-4ac0-84ea-6f14343b35d6","lists":[{"text":" Key Responsibilities","content":"\n<li>Directly manage development and construction deals in coordination with the asset management team;</li>\n<li>Analyze construction progress while identifying potential risks, opportunities, and concerns while effectively communicating to our clients and team members;&nbsp;</li>\n<li>Prepare comprehensive cost and design review reporting for development projects;&nbsp;</li>\n<li>For direct construction management deals, act as main point of contact with client to oversee the successful execution of the entitlement, design, and construction phases;&nbsp;</li>\n<li>Provide material feedback to associates and analysts regarding market trends with respect to current and anticipated costs of material and labor;</li>\n<li>For debt deals, develop the deliverable schedule with the borrower and curate a deal specific construction monitoring report for execution by the team;</li>\n<li>Manage lender draw and pay application processes with client and asset management teams;</li>\n<li>Liaison with operating partners, borrowers, and leading members of the asset management team to ensure business plan execution;</li>\n<li>Consistently assess the value of reengineering a project versus time and scheduling constraints, saving costs without affecting the integrity of the project. Effectively weigh the cost/benefits to the overall project and customer experience;&nbsp;</li>\n<li>Oversee the successful completion of construction projects within our client’s portfolios;</li>\n<li>Participate in the continued growth and improvement of all reporting functions within the construction team; and</li>\n<li>Develop institutional knowledge for the firm through case studies and contributing to an internal database of project information.</li>\n<li>People Management Responsibilities&nbsp;</li>\n<li>Involved with staff selection, interviewing and training as needed;&nbsp;</li>\n<li>Oversee the day-to-day workload and performance of direct reports, providing clear direction and support as needed to achieve work objectives;</li>\n<li>Ensure that direct reports understand their duties and delegated tasks;</li>\n<li>Monitor performance and development of direct reports and provide constructive and timely feedback and coaching;&nbsp;</li>\n<li>Work with direct reports to set individual goals and deadlines and conduct regular performance reviews aligned with performance review process; and&nbsp;</li>\n<li>Handle discipline of employees in accordance with company policy.&nbsp;</li>\n"},{"text":" Professional Experience","content":"\n<li>A minimum of 10 years’ relevant experience</li>\n<li>General contracting, developer, construction management, architectural, or engineering experience preferred; client-facing experience preferred&nbsp;</li>\n<li>Experience with the following software/technology:&nbsp;</li>\n<li>Proficient in Microsoft Office Suite, Adobe Acrobat or BlueBeam</li>\n<li>Construction scheduling software (ex. Microsoft Project, Primavera P6, etc.)</li>\n<li>Construction/project management software (ex. Procore, CMiC, BuilderTrend/CoConstruct, Smartsheet, etc.)</li>\n<li>Construction technologies such as BIM, AutoCAD, SketchUp, BlueBeam</li>\n<li>Integrated Project Delivery (IPD), Lean Construction, Push-Pull Planning</li>\n<li>Expertise with standard general contractor and consultant contract forms</li>\n<li>Expertise with running the bidding/solicitation and vendor selection process</li>\n<li>Experience navigating the entitlement and planning process</li>\n"},{"text":"Education/Certification","content":"\n<li>Bachelor’s Degree required, preferably in construction management, engineering, or architecture</li>\n<li>PMP, LEED Certification preferred&nbsp;</li>\n"},{"text":"Essential Skills & Competencies","content":"\n<li>Bellwether seeks to hire entrepreneurial individuals who are highly motivated, mature and intelligent, with demonstrated excellence in prior endeavors. The successful candidate should have:</li>\n<li><strong>Job Knowledge &amp; Technical Ability</strong>:&nbsp;High level of understanding and successful application of general construction terminology and processes;&nbsp;Ability to read and analyze construction plans, specifications, schedules, and budgets;&nbsp;Familiar with all forms of contractor and consultant contract agreements with the ability to review and analyze quickly and effectively;&nbsp;Understanding of ownership level contracts and agreements (ex. Joint Venture agreements, Development Management agreements, etc.);&nbsp;Knowledge of LEED, Fitwel, WELL standards, and other sustainability practices; and&nbsp; Knowledge of lender draw and pay application processes.</li>\n<li><strong>Initiative &amp; Dependability</strong>:&nbsp;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.</li>\n<li><strong>Communication</strong>: Excellent verbal and written communication skills; strong listening and interpersonal skills. Highly effective at preparing and presenting information.</li>\n<li><strong>Professionalism &amp; Teamwork</strong>: 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.</li>\n<li><strong>Leadership &amp; Management</strong>: 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. Models values and behaviors.</li>\n"},{"text":"Travel Requirements","content":"\n<li>&nbsp;Local and nationwide travel to assets and client sites required on an as-needed basis, approximately 1- 2 times per month depending on deal list.</li>\n"},{"text":" Position Details","content":"\n<li><strong>Classification:&nbsp; </strong>Exempt</li>\n<li><strong>Position Status:&nbsp; </strong>Regular / Full Time</li>\n<li><strong>Reports To:&nbsp; </strong>Managing Director</li>\n<li><strong>Direct Reports:&nbsp; </strong>Yes</li>\n"},{"text":"Physical and Mental Demands","content":"\n<li>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.</li>\n<li>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.</li>\n<li>Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly.</li>\n<li>Ability to work independently, and prioritize duties to ensure timely completion. The ability to collaborate is also imperative.</li>\n<li>Requires active listening, critical thinking, making decisions, time management, as well as administration skills.</li>\n<li>Ability to interact in a courteous professional manner at all times.</li>\n<li>Regular, predictable attendance is required.</li>\n<li>The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.</li>\n"},{"text":"Work Environment","content":"\n<li>No hazardous or significantly unpleasant conditions (such as in a typical office).</li>\n<li>Moderate noise (i.e., business office with computers, phones, printers and light traffic)</li>\n<li>Indoor business office environment with windows; light foot traffic within work areas</li>\n<li><em>The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</em></li>\n"},{"text":"Benefits","content":"\n<li>We offer a comprehensive benefits package that includes:</li>\n<li>Employer-paid Medical, Dental &amp; Vision, with buy-up options available</li>\n<li>Flexible Spending Account, Health Savings Account</li>\n<li>Carrot Fertility Benefit - $10,000 lifetime benefit</li>\n<li>401k company match 4%, immediately vested</li>\n<li>Generous PTO, 11 Paid Company Holidays &amp; Paid Holiday Office Closure</li>\n<li>14 weeks Maternity Leave &amp; 12 weeks Parental Leave</li>\n<li>Wellbeing program offerings</li>\n<li>Cell phone reimbursement</li>\n<li>Engaging team events &amp; holiday parties</li>\n"}],"text":"Vice President, Construction","country":"US","workplaceType":"onsite","opening":"<div><span style=\"font-size: 11pt\">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.&nbsp;</span></div>","openingPlain":"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. \n","descriptionBody":"<div><strong style=\"font-size: 18px;\">Overview</strong></div>\n<div>&nbsp;</div>\n<div>As a Vice President on the construction management team, your role will include direct management and oversight of development and construction projects for our clients throughout the country. This will also include management of external consultants, coordination with internal teams, and direct liaising with clients. As the team expands its range of services, this is an exciting opportunity to join a growing team in a leadership role.</div>","descriptionBodyPlain":"Overview\n \nAs a Vice President on the construction management team, your role will include direct management and oversight of development and construction projects for our clients throughout the country. This will also include management of external consultants, coordination with internal teams, and direct liaising with clients. As the team expands its range of services, this is an exciting opportunity to join a growing team in a leadership role.\n","hostedUrl":"https://jobs.lever.co/bellwetheram-2/28664b24-b145-4ac0-84ea-6f14343b35d6","applyUrl":"https://jobs.lever.co/bellwetheram-2/28664b24-b145-4ac0-84ea-6f14343b35d6/apply"}]