Associate, Equity - Portfolio Company Advisory

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 specializes in the management, analysis, and reporting of over $40 billion of AUM across a wide range of real estate related assets and corporate platforms in North America, Europe and Asia. Bellwether is privately held and has offices in Los Angeles, Newport Beach, Salt Lake City, London and Dallas. 
OverviewThe Associate plays a pivotal role in assisting our clients in addressing their operational challenges and driving transformative changes across a portfolio of corporate investments in real estate-related businesses. The Associate will support Bellwether’s platform providing exposure across asset classes, financial modeling, fund-level reporting, and underwriting of equity investments. They also have the opportunity to gain invaluable experience by working independently to build internal capabilities and processes for the team.

Key Responsibilities

• Assist in the proactive monitoring and management of a portfolio of real estate-related corporate 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 investment level;
• Conduct research and data analysis to gather insights and support strategic decision-making;
• Assist in the development and implementation of operational improvement initiatives at the portfolio company level;
• Liaison with operating partners and leading members of the Investment Teams to review business plan execution; and
• Demonstrate strong leadership abilities and effective management skills, with a desire to manage, mentor and develop team members.

Professional Experience

• A minimum of 2 years’ relevant work experience, preferably in investment banking or corporate M&A Fields
• Strategy, restructuring or M&A experience preferred; client-facing experience preferred.
• Proficiency in Microsoft Office suite and other relevant software.

Education/Certification

• Bachelor's degree required, preferably in a relevant field (e.g. business, economics, finance).

Essential Skills & Competencies

• Bellwether 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. 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.  
• 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 Requirements

• Local and/or nationwide travel to assets and client sites may be required as needed, approximately 1-2 times per month depending on investment list.

Position Details

• Classification:  Exempt
• Position Status:  Regular / Full Time
• Reports To:  Principal
• Direct Reports:  No

Physical and Mental Demands

• While 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, st