Associate, Equity Professional
2 weeks ago
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. Our team of experts combines deep industry expertise, advanced analytical capabilities, and best-in-class talent to create value across the business lifecycle, from transaction management to operational transformation.
Key Responsibilities- Assist in the proactive monitoring and management of a portfolio of real estate equity investments;
- Develop and maintain detailed asset-level cash flow reforecasting models;
- Guide Analysts in the maintenance of detailed asset- and portfolio-reporting models to monitor the performance of investments at the asset level;
- Underwrite a variety of asset classes using Excel-based underwriting models, including complex cash flow, budget, IRR, and fund/partnership waterfall modeling;
- Review and analyze business plans, leasing activity, and monthly property-operating performance;
- Liaison with operating partners and leading members of the Acquisition Teams to review business plan execution;
- Demonstrate strong leadership abilities and effective management skills, with a desire to manage, mentor, and develop team members.
- A minimum of 3 to 5 years' relevant experience in Asset Management, Development, or Acquisitions across major asset classes;
- Client-facing experience preferred;
- Asset management experience, including development and analysis of real estate-based financial models with a focus on hospitality, multifamily, and office, among other asset classes;
- Experience with property underwriting and advanced financial modeling;
- Familiarity with STR reports, Pace reports, and Franchise/Management agreements;
- Proficiency in Microsoft Excel, PowerPoint, and ARGUS Enterprise;
- Bellwether seeks to hire entrepreneurial individuals who are highly motivated, mature, and intelligent, with demonstrated excellence in prior endeavors;
- Job Knowledge & Technical Ability: Development and analysis of real estate-based financial models with a focus on multifamily, office, and industrial assets;
- Initiative & Dependability: Ability to perform responsibilities independently and proactively, solve problems, and improve processes and/or services;
- Communication: Excellent verbal and written communication skills, strong listening and interpersonal skills;
- Professionalism & Teamwork: Acts with honesty and integrity and maintains confidentiality, adheres to company policies;
- Leadership & Management: Ability to supervise and direct people and/or resources to meet department goals;
- Travel to assets and client sites required on an as-needed basis, approximately 1-2 times per month depending on deal list;
- Classification: Exempt;
- Position Status: Regular / Full Time;
- Reports To: Vice President, Equity;
- Direct Reports: No;
- While performing the duties of this job, the employee is regularly required to stand, sit, and walk;
- Must be able to sit at an office workstation for an extended period of time;
- May need to reach, stoop, or kneel to access items;
- Must be able to talk, hear, and use wrists, hands, and/or fingers frequently and repetitively to operate a computer, telephone, and other office productivity machinery;
- Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly;
- Ability to work independently, and prioritize duties to ensure timely completion;
- Requires active listening, critical thinking, making decisions, time management, as well as administration skills;
- Ability to interact in a courteous professional manner at all times;
- Regular, predictable attendance is required;
- No hazardous or significantly unpleasant conditions (such as in a typical office);
- Moderate noise (i.e., business office with computers, phones, printers, and light traffic);
- Indoor business office environment with windows; light foot traffic within work areas;
- We offer a comprehensive benefits package that includes:
- Employer-paid Medical, Dental & Vision, with buy-up options available;
- Flexible Spending Account, Health Savings Account;
- Carrot Fertility Benefit - $10,000 lifetime benefit;
- 401k company match 4%, immediately vested;
- Generous PTO, 11 Paid Company Holidays & Paid Holiday Office Closure;
- 14 weeks Maternity Leave & 12 weeks Parental Leave;
- Wellbeing program offerings;
- Cell phone reimbursement;
- Engaging team events & holiday parties;
$120,000 - $130,000 a year
$120,000 - $130,000 base salary, 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.
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