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Bellwether · 20 hours ago

Senior Associate, Underwriting

Dallas, TX

Full-time

Onsite

Senior Level

5+ years exp

Bellwether is a global advisory firm that helps businesses solve their most complex challenges and enhance enterprise value. The Associate, Underwriting will be responsible for assisting with all aspects of originating and structuring complex commercial real estate investments, collaborating with the underwriting team throughout the due diligence and closing processes.

AccountingAdviceAsset ManagementConsultingReal EstateWealth Management

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Lead the analysis, underwriting and structuring of new investments

Size and price investments with structural features

Participate in negotiations of term sheets and loan documents

Coordinate the due diligence process including managing third-party service providers such as appraisers, engineers, consultants, etc., and conduct critical review and analysis of all third-party reports

Identify potential risks and challenges associated with a transaction and provide ideas for solutions and risk mitigants

Gather, analyze and interpret real estate market data/trends and financial information

Prepare and present final due diligence findings to Investment Committee

Conduct comprehensive site inspections, including sale and rent comparable properties

Execute and oversee the closing process of transactions

Underwrite all asset classes using Excel-based underwriting models, including complex cash flow, DCF, IRR and fund/partnership waterfall modeling

Build Excel models from scratch for ad-hoc analysis

Maintain and analyze budgets, prepare periodic reports that compare budget to actual

Lead transition meetings between deal teams and asset management teams to effectively onboard each new asset or financing; and

Maintain strong relationships with external auditors and internal partners

Involved with staff selection, interviewing and training as needed

Oversee the day-to-day workload and performance of direct reports, providing clear direction and support as needed to achieve work objectives

Ensure that direct reports understand their duties and delegated tasks

Monitor performance and development of direct reports and provide constructive and timely feedback and coaching

Work with direct reports to set individual goals and deadlines and conduct regular performance reviews aligned with performance review process; and

Handle discipline of employees in accordance with company policy

Qualification

Commercial real estateFinancial modelingExcel proficiencyARGUS proficiencyLoan originationCommunication skillsTeamworkProblem-solving

Required

A minimum of 5-7 years of experience in commercial real estate, with a focus on at least one of the following areas: loan origination, underwriting, commercial real estate loan workouts, debt and/or equity asset management

Highly proficient in Microsoft Excel and PowerPoint

Highly proficient in ARGUS

Experience with portfolio and asset-level underwriting using advanced financial modeling

Strong understanding of property-level and fund-level metrics to help drive decision-making

Strong understanding of macro-trends that could potentially impact investment-level decisions

Strong review skills when looking at Excel-based underwriting models and written work products

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

Preferred

Undergraduate degree in economics, finance, real estate, or related degree is 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)