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Equity Investment Analyst

2 months ago


El Segundo, California, United States Bellwether Asset Management, Inc. Full time
Company Overview
Bellwether Asset Management, Inc. is a premier global advisory firm dedicated to assisting organizations in navigating their most intricate challenges while enhancing overall enterprise value. Our expertise lies in crafting and implementing innovative growth strategies through genuine collaboration with our clients.

Position Overview
We are looking for talented analysts to become part of our Equity Analyst Class. As a participant in our Analyst Program, you will gain valuable exposure to a diverse range of asset classes within our clients' portfolios, particularly focusing on real estate.

Training Program
Our comprehensive four-week training initiative covers essential skills such as financial modeling, fund-level reporting, and underwriting both debt and equity investments. Additionally, you will become proficient in utilizing commercial real estate software tools, including Argus and Yardi.

Key Responsibilities
- Proactively monitor and manage a portfolio of equity investments across various property types, including office, multifamily, industrial, hotel, retail, storage, corporate, and residential.
- Analyze business plans, leasing activities, and property performance metrics.
- Collaborate with operating partners and key members of the asset management team to assess the execution of business plans.
- Develop and maintain detailed cash flow reforecasting models at the asset level.
- Conduct underwriting and due diligence for potential investments.
- Assist in creating an automated dashboard for analysis tailored to various stakeholders.
- Perform additional ad-hoc analyses to support the asset management team in fundraising efforts.

Qualifications
- A bachelor's degree is required.
- Advanced financial modeling and analytical skills are essential.
- Ability to interpret and analyze investment, lease, and management agreements.
- Proficiency in Microsoft Office Suite is necessary.

Essential Skills & Competencies
Bellwether seeks highly motivated individuals with a strong entrepreneurial spirit and a proven track record of excellence in previous roles.

Job Knowledge & Technical Ability
- Strong analytical capabilities and attention to detail.
- Eagerness to learn and a demonstrated ability to initiate ideas and implement new processes.
- Quick grasp of new concepts with minimal direct supervision.

Initiative & Dependability
- Ability to independently perform responsibilities, solve problems, and enhance processes and services.
- Self-directed with a strong sense of initiative and accountability.
- Excellent organizational and multitasking skills to manage competing deadlines effectively.

Communication Skills
- Professional verbal and written communication skills, with strong listening and interpersonal abilities.
- Highly effective in preparing and presenting information.

Professionalism & Teamwork
- Integrity and confidentiality in all interactions, adhering to company policies.
- Fostering a collaborative and productive work environment, demonstrating respect and support for team members.

Travel Requirements
Occasional travel to assets and client sites may be required.

Work Environment
Standard office environment with moderate noise levels and typical office equipment.

Benefits
We offer a comprehensive benefits package, including employer-paid medical, dental, and vision coverage, flexible spending accounts, a 401k plan with company matching, generous paid time off, and various well-being programs.