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Bellwether · 18 hours ago

Associate, Portfolio Management

Dallas, TX

Full-time

Onsite

Mid Level

3+ years exp

Bellwether is a global advisory firm that helps businesses solve complex challenges and enhance enterprise value. The Associate, Portfolio Management will support the Torchlight Asset Management Team in overseeing private real estate debt and equity investments, driving client functions, conducting portfolio analysis, and improving processes.

AccountingAdviceAsset ManagementConsultingReal EstateWealth Management

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Lead monthly and quarterly analytical reporting processes

Actively engage and coordinate deliverables with Asset Management teams

Review materials/analysis, identifying and resolving reporting issues, and interpreting fund documents

Lead aggregation and review of investment-level cash flows into fund models

Efficiently and accurately build and/or update complex fund models and analyses as well as supporting materials for management review

Identify trends and maintain firm grasp of key drivers to quarter over quarter variances

Lead compilation of responses for due diligence responses and review for accuracy

Communicate effectively with other groups within Bellwether to advance team projects/goals

Identify and implement process improvements; and

Perform ad-hoc financial analyses, including special projects, at the request of management

Qualification

Financial modelingAnalytical skillsExcel proficiencyPowerPoint proficiencyReal estate knowledgeCommunication skillsTeamworkInitiative

Required

A minimum of 3 years of experience in financial services and/or real estate investment and at least the same amount of time in an analytical role

Highly proficient in Excel and PowerPoint skills

Strong analytical skills and detail oriented

Proven ability to grasp new concepts, initiate ideas and implement new processes

Exhibits an eagerness to learn

Ability to work cross-functionally with different parts of the organization

Ability to manage and organize large amounts of data and communications

Advanced financial modeling and analytical skills using Excel

Ability to update or modify fund models, with limited guidance

Moderate understanding of real estate/fund concepts and financial statements

Ability to identify and resolve reporting issues, sometimes with limited guidance

Ability to understand fund documents and accounting files, and work with other parties on any issues or clarifying points

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

Preferred

Experience with Salesforce, Tableau, and iLevel is a plus

Client-facing experience 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)