Bellwether ยท 2 months ago
Senior Associate, Underwriting
Dallas, TX
Full-time
Onsite
Senior Level
5+ years expBellwether is a global advisory firm that helps businesses solve their most complex challenges and enhance enterprise value. The Associate, Underwriting will assist with originating and structuring complex commercial real estate investments, collaborating with the underwriting team throughout the due diligence and closing process.
AccountingAdviceAsset ManagementConsultingReal EstateWealth Management
No H1B
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
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
Undergraduate degree in economics, finance, real estate, or related degree is preferred
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
Self-directed, takes initiative and responsibility, ensures completion of tasks
Excellent verbal and written communication skills; strong listening and interpersonal skills
Highly effective at preparing and presenting information both internally and externally to clients
Acts with honesty and integrity and maintains confidentiality, adheres to company policies
Promotes a collaborative and productive work environment
Demonstrates team building, support and respect
Ability to work independently, and prioritize duties to ensure timely completion
Ability to collaborate is also imperative
Regular, predictable attendance is required
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.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Dennis Grzeskowiak
Co-Founder
Joseph Mossotti
Principal and Founder
Recent News
The Real Deal
2025-11-08
2025-09-30
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