Bellwether Asset Management, Inc.
Associate, Equity
Bellwether Asset Management, Inc., El Segundo, California, United States, 90245
Bellwether is a global advisory firm that helps businesses solve their most complex challenges and enhance enterprise value. We specialize in formulating and executing dynamic growth strategies through true partnership with our clients. Merging deep industry expertise, advanced analytical capabilities and best-in-class talent, we create value across the business lifecycle, from transaction management to operational transformation. Bellwether is privately held and has offices in Los Angeles, Salt Lake City and London.OverviewOur robust platform provides opportunities across a variety of asset classes, financial modeling, fund-level reporting, and underwriting of equity investments. Regular communication with internal and external decision-makers will be expected in this role, offering exposure to industry leaders in the real estate investment community.Key ResponsibilitiesAssist in the proactive monitoring and management of a portfolio of real estate equity investments;Develop and maintain detailed asset-level cash flow reforecasting models;Guide Analysts in the maintenance of detailed asset- and portfolio-reporting models to monitor the performance of investments at the asset level;Underwrite a variety of asset classes using Excel-based underwriting models, including complex cash flow, budget, IRR and fund/partnership waterfall modeling;Review and analyze business plans, leasing activity and monthly property-operating performance;Liaison with operating partners and leading members of the Acquisition Teams to review business plan execution;Demonstrate strong leadership abilities and effective management skills, with a desire to manage, mentor and develop team members.Professional ExperienceA minimum of 3 to 5 years’ relevant experienceAsset Management, Development, or Acquisitions across major asset classes experience preferred; client-facing experience preferredAsset management experience, including development and analysis of real estate-based financial models with a focus on multifamily, office, and industrial assets, among other asset classes;Experience with property underwriting and advanced financial modeling;Proficiency in Microsoft Excel, PowerPoint and ARGUS Enterprise;Education/CertificationBachelor’s degree requiredEssential Skills & CompetenciesBellwether seeks to hire entrepreneurial individuals who are highly motivated, mature and intelligent, with demonstrated excellence in prior endeavors. The successful candidate should have: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.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.Leadership & Management:
Ability to supervise and direct people and/or resources to meet department goals. Able to motivate people and plan/prioritize operations while responding to changing conditions. Able to cultivate and build relationships with team and clients. Proficiency in reviewing other people’s work and providing constructive feedback.Travel RequirementsTravel to assets and client sites required on an as-needed basis, approximately 1-2 times per month depending on deal list.Position DetailsClassification:
ExemptPosition Status:
Regular / Full TimeReports To:
Vice President, EquityDirect Reports:
NoPhysical and Mental DemandsWhile performing the duties of this job, the employee is regularly required to stand, sit, and walk. Must be able to sit at an office workstation for an extended period of time. May need to reach, stoop, or kneel to access items.Must be able to talk, hear and use wrists, hands and/or fingers frequently and repetitively to operate a computer, telephone and other office productivity machinery.Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly.Ability to work independently, and prioritize duties to ensure timely completion. The ability to collaborate is also imperative.Requires active listening, critical thinking, making decisions, time management, as well as administration skills.Ability to interact in a courteous professional manner at all times.Regular, predictable attendance is required.The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.Work EnvironmentNo hazardous or significantly unpleasant conditions (such as in a typical office).Moderate noise (i.e., business office with computers, phones, printers and light traffic)Indoor business office environment with windows; light foot traffic within work areasThe work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.BenefitsWe offer a comprehensive benefits package that includes:Employer-paid Medical, Dental & Vision, with buy-up options availableFlexible Spending Account, Health Savings AccountCarrot Fertility Benefit - $10,000 lifetime benefit401k company match 4%, immediately vestedGenerous PTO, 11 Paid Company Holidays & Paid Holiday Office Closure14 weeks Maternity Leave & 12 weeks Parental LeaveWellbeing program offeringsCell phone reimbursementEngaging team events & holiday partiesSalary$120,000 - $130,000 a year$120,000 - $130,000 base salary, plus discretionary bonus. Offered salary is based on a variety of factors, including skills, experience, and qualifications for the role.Intent of Position DescriptionThis position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position.Equal Opportunity EmployerBellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States and willing to complete a background check.
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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.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.Leadership & Management:
Ability to supervise and direct people and/or resources to meet department goals. Able to motivate people and plan/prioritize operations while responding to changing conditions. Able to cultivate and build relationships with team and clients. Proficiency in reviewing other people’s work and providing constructive feedback.Travel RequirementsTravel to assets and client sites required on an as-needed basis, approximately 1-2 times per month depending on deal list.Position DetailsClassification:
ExemptPosition Status:
Regular / Full TimeReports To:
Vice President, EquityDirect Reports:
NoPhysical and Mental DemandsWhile performing the duties of this job, the employee is regularly required to stand, sit, and walk. Must be able to sit at an office workstation for an extended period of time. May need to reach, stoop, or kneel to access items.Must be able to talk, hear and use wrists, hands and/or fingers frequently and repetitively to operate a computer, telephone and other office productivity machinery.Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly.Ability to work independently, and prioritize duties to ensure timely completion. The ability to collaborate is also imperative.Requires active listening, critical thinking, making decisions, time management, as well as administration skills.Ability to interact in a courteous professional manner at all times.Regular, predictable attendance is required.The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.Work EnvironmentNo hazardous or significantly unpleasant conditions (such as in a typical office).Moderate noise (i.e., business office with computers, phones, printers and light traffic)Indoor business office environment with windows; light foot traffic within work areasThe work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.BenefitsWe offer a comprehensive benefits package that includes:Employer-paid Medical, Dental & Vision, with buy-up options availableFlexible Spending Account, Health Savings AccountCarrot Fertility Benefit - $10,000 lifetime benefit401k company match 4%, immediately vestedGenerous PTO, 11 Paid Company Holidays & Paid Holiday Office Closure14 weeks Maternity Leave & 12 weeks Parental LeaveWellbeing program offeringsCell phone reimbursementEngaging team events & holiday partiesSalary$120,000 - $130,000 a year$120,000 - $130,000 base salary, plus discretionary bonus. Offered salary is based on a variety of factors, including skills, experience, and qualifications for the role.Intent of Position DescriptionThis position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position.Equal Opportunity EmployerBellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States and willing to complete a background check.
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