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Bellwether · 3 months ago

Associate, Equity - Portfolio Company Advisory

El Segundo, CA

Full-time

Onsite

Entry Level

$115K/yr - $130K/yr

2+ years exp

Bellwether is a global advisory firm specializing in enhancing enterprise value through dynamic growth strategies. The Associate will assist clients in addressing operational challenges and driving transformative changes across a portfolio of corporate investments in real estate-related businesses, while also supporting financial modeling and fund-level reporting.

AccountingAdviceAsset ManagementConsultingReal EstateWealth Management

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Assist in the proactive monitoring and management of a portfolio of real estate-related corporate 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 investment level

Conduct research and data analysis to gather insights and support strategic decision-making

Assist in the development and implementation of operational improvement initiatives at the portfolio company level

Liaison with operating partners and leading members of the Investment Teams to review business plan execution; and

Demonstrate strong leadership abilities and effective management skills, with a desire to manage, mentor and develop team members

Qualification

Financial modelingReal estate analysisM&A experienceMicrosoft Office proficiencyLeadership skillsCommunication skillsTeamworkProblem-solving

Required

A minimum of 2 years' relevant work experience, preferably in investment banking or corporate M&A Fields

Proficiency in Microsoft Office suite and other relevant software

Bachelor's degree required, preferably in a relevant field (e.g. business, economics, finance)

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

Ability to perform responsibilities independently and proactively, solve problems, and improve processes and/or services

Excellent verbal and written communication skills; strong listening and interpersonal skills

Acts with honesty and integrity and maintains confidentiality, adheres to company policies

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

Ability to cultivate and build relationships with team and clients

Proficiency in reviewing other people's work and providing constructive feedback

Ability to work independently, and prioritize duties to ensure timely completion

Ability to interact in a courteous professional manner at all times

Regular, predictable attendance is required

Preferred

Strategy, restructuring or M&A experience preferred

Client-facing experience preferred

Benefits

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

Company

Bellwether

Bellwether is a global advisory firm that helps businesses solve their most complex challenges and enhance enterprise value.

Founded in 2013

El Segundo, California, USA

51-200 employees

https://www.bellwetheram.com

H1B Sponsorship

Bellwether has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (3)

2024 (1)

2023 (1)

2022 (1)

2020 (2)