Associate, Portfolio Management

Associate, Portfolio Management

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.

The Associate, 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. This role will interact with multiple stakeholders while applying expertise to various asset classes. The Associate, Portfolio Management (Torchlight) will drive the functions of clients, which includes creating and maintaining fund models, performing recurring and ad hoc analyses, and overseeing and improving processes. Additionally, this role will be critical in conducting portfolio analysis, creating new client reporting, and spearheading various production efforts across teams. Your experience has prepared you to help lead, manage workflow, train the Asset Management team, review and challenge investment, fund, and level cash flows.

Torchlight Investors Company Description 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.

Key Responsibilities

• Lead monthly and quarterly analytical reporting processes;
• Actively engage and coordinate deliverables with Asset Management teams;
• Review materials / analysis, identifying and resolving reporting issues, and interpreting fund documents;
• Lead aggregation and review of investment-level cash flows into fund models;
• Efficiently and accurately build and / or update complex fund models and analyses as well as supporting materials for management review;
• Identify trends and maintain firm grasp of key drivers to quarter over quarter variances;
• Lead compilation of responses for due diligence responses and review for accuracy;
• Communicate effectively with other groups within Bellwether to advance team projects / goals;
• Identify and implement process improvements; and
• Perform ad-hoc financial analyses, including special projects, at the request of management.

Professional Experience

Education / Certification

Essential Skills & Competencies

Travel Requirements

Position Details

Physical and Mental Demands

Work Environment

Benefits

$120,000 - $130,000 a year

$120,000 - $130,000 base, plus discretionary bonus

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

Intent of Position Description

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.

Equal Opportunity Employer

Bellwether is an equal-opportunity employer. Bellwether complies with