Bellwether · 1 week ago
Senior Analyst, Equity
Dallas, TX
Full-time
Onsite
Mid, Senior Level
2+ years expBellwether 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, maintaining complex financial analyses and evaluating monthly operating reports.
AccountingAdviceAsset ManagementConsultingReal EstateWealth Management
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
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
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
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
Demonstrates team building, support and respect
Ability to work independently, and prioritize duties to ensure timely completion
Ability to interact in a courteous professional manner at all times
Regular, predictable attendance is required
Preferred
Asset Management, Development, or Acquisitions across major asset classes experience preferred
Client-facing experience 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
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)
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
Company data provided by crunchbase