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Bellwether · 2 months ago

Senior Systems Analyst, Debt

Dallas, TX

Full-time

Onsite

Mid, Senior Level

2+ years exp

Bellwether is a global advisory firm that helps businesses solve their most complex challenges and enhance enterprise value. The Senior Systems Analyst, Debt role involves leveraging technology and business knowledge to drive delivery of business initiatives and support the asset management team in managing a portfolio of commercial real estate debt investments.

AccountingAdviceAsset ManagementConsultingReal EstateWealth Management

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Assist in the proactive monitoring and management of a portfolio of debt investments across various property types

Review and analyze business plans, leasing activity, and monthly property operating data

Analyze loan draws to ensure property business plans stay in line with budget and leasing parameters

Liaison with borrowers and leading members of the Asset Management Team and client to review business plan execution and ensure debt covenants are met

Generate reporting materials to monitor the performance of investments at the asset level and support portfolio management analytics

Examine and report on covenant monitoring

Perform credit analysis of potential sponsors/borrowers

Support loan closing and onboarding to Asset Management function; spearhead loan repayment process

Perform in-depth market research, comparable sale reviews, lease analyses and sponsor diligence

Support asset management through review of borrower quarterly reporting and loan covenant compliance

Collaborate to perform due diligence throughout the closing process; and

Play a major role in the preparation of deal memoranda and participate in deal presentations to the client

Translate business processes into structured technical requirements, with a focus on servicing, onboarding, and performance reporting

Collaborate with data engineering and Salesforce teams to align structured workflows with scalable data models

Map and validate data pipelines, ensuring integrity across systems that support both exploratory analysis and production reporting

Support Tableau reporting delivery, including recurring portfolio performance dashboards and PDF-based asset and financial reports; and

Act as a connector between technical and business teams, ensuring logic, assumptions, and data flows are clearly communicated and documented

Qualification

Financial modelingSQLData modelingSalesforceTableauProject managementCommunication skillsTeamworkProblem-solving

Required

2+ years supporting cross-functional technology projects, using project management tools to drive alignment and deliver within a broader team context

2+ years of hands-on experience with SQL or a similar query language

1+ year of experience in Salesforce system design and/or administration

2+ years in data modeling, business process mapping, and integration mapping

2+ years of relevant real estate finance experience

Bachelor's degree in Information Systems, Mathematics, Statistics, or related field required

Strong financial modeling and analytical skills with the ability to build models

Ability to interpret and analyze loan documents, leases, and management agreements

A strong technical background and understanding in data analysis, data modeling, and systems analysis

Proficiency in Microsoft SQL Server, cloud-based platforms, and databases is required

Advanced skills in scripting and programming languages, as well as reporting tools (Tableau, Power BI, or similar platforms)

Familiarity with various data model types, the ability to troubleshoot and resolve errors efficiently

Strong project management skills, and meticulous attention to detail

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 interact in a courteous professional manner at all times

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)