Senior Analyst, Equity

Senior Analyst, Equity

Bellwether is a global advisory firm that helps businesses solve their most complex challenges and enhance enterprise value. We specialize in formulating and executing dynamic growth strategies through true partnership with our clients. Merging deep industry expertise, advanced analytical capabilities and best-in-class talent, we create value across the business lifecycle, from transaction management to operational transformation. Bellwether specializes in the management, analysis, and reporting of over $35 billion of AUM across a wide range of real estate related assets and corporate platforms in North America, Europe and Asia. Bellwether is privately held and has offices in Los Angeles, Newport Beach, Salt Lake City, London and Dallas.

A Senior Analyst, Equity will support the oversight of a portfolio of commercial real estate investments. Key responsibilities include maintaining complex financial analyses, evaluating monthly operating reports and participating in bi-weekly leasing calls. The Senior Analyst, Equity will be encouraged to contribute on the strategic initiatives across their deals and suggest business plan variations, where appropriate.

Key Responsibilities

• Assist in the proactive monitoring and management of a portfolio of equity investments across various property types;
• Review and analyze business plans, leasing activity and monthly property operating performance;
• Maintain detailed and complex asset-level cash flow reforecasting models;
• Organize investment-level data on a monthly & quarterly reporting basis;
• Evaluate and analyze potential new investments, assisting with due diligence and execution of said investments;
• Liaison with operating partners and leading members of the asset management team to review business plan execution;
• Perform additional ad-hoc analysis as needed; and
• Help train and mentor junior analysts.

Professional Experience

Education / Certification

Essential Skills & Competencies

Travel Requirements

Position Details

Physical and Mental Demands

Work Environment

Benefits

$110,000 - $110,000 a year

$110,000 base, plus discretionary bonus

Offered salary is based on a variety of factors, including skills, experience, and qualifications for the role.

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.

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 (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 and willing to complete a background check.