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Bellwether · 1 day ago

Senior Analyst, Equity

Dallas, TX

Full-time

Hybrid

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 Analyst, Equity will support the oversight of a portfolio of commercial real estate investments, focusing on financial analyses and strategic initiatives.

AccountingAdviceAsset ManagementConsultingReal EstateWealth Management

Growth Opportunities

No H1B

Responsibilities

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

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

Maintain detailed and complex asset-level cash flow reforecasting models

Organize investment-level data on a monthly & quarterly reporting basis

Evaluate and analyze potential new investments, assisting with due diligence and execution of said investments

Liaison with operating partners and leading members of the asset management team to review business plan execution

Perform additional ad-hoc analysis as needed; and

Help train and mentor junior analysts

Qualification

Financial modelingAsset managementProperty underwritingMicrosoft ExcelARGUS EnterpriseCommunicationTeamworkInitiative

Required

A minimum of 2 years' relevant experience

Experience with property underwriting and advanced financial modeling

Familiarity with reading loan documents, joint-venture agreements, management agreements, etc

Proficiency in Microsoft Excel, PowerPoint and ARGUS Enterprise

Bachelor's degree required

Job Knowledge & Technical Ability: 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

Initiative & Dependability: 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

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

Highly effective at preparing and presenting information

Professionalism & Teamwork: 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