Analyst, Debt

Lever, Inc.; El Segundo (CA); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Medical, Dental & Vision

401k with company match

Generous PTO & holidays

Job summary

Bellwether is seeking an Analyst, Debt to support the asset management team in preserving and creating value across a portfolio of commercial real estate debt investments. You will assist with monitoring performance, evaluating cash flows, and preparing analyses for sponsors.

The role collaborates with investment, origination and execution teams, requiring strong analytical skills and the ability to communicate findings to senior management. Office-based in the US with periodic travel.

Qualifications

• 1 year of relevant experience
• Interest in commercial real estate analytics

Responsibilities

• Monitor a portfolio of debt investments across property types
• Review business plans, leasing activity, and monthly operating performance
• Perform market-level due diligence and cash flow forecasting
• Prepare monthly and quarterly reporting for investments
• Summarize portfolio performance for senior management

Skills

Real estate analytics

Financial modeling

Property underwriting

Market research

Communication

Teamwork

Education

Bachelor’s degree

Job description

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, London and Dallas.

Overview

The Debt Asset Management Team is responsible for the oversight of a portfolio of commercial real estatedebt investments. The Analyst, Debt will be responsible for supporting the asset management team inpreserving and creating value in the existing portfolio. This role will work alongside the investment team in theorigination, underwriting and execution of real estate debt related investment opportunities across variousproperty types. The Analyst, Debt will support the team by maintaining complex financial analyses, evaluatingmonthly operating reports, and interacting directly with sponsors.

Key Responsibilities

• Assist in the proactive monitoring and management of a portfolio of debt investments across variousproperty types;
• Review and analyze business plans, leasing activity and monthly property operating performance;
• Perform market-level due diligence;
• Maintain detailed and complex asset-level cash flow reforecasting models;
• Organize investment level data on a monthly & quarterly reporting basis;
• Once up to speed, oversee and train incoming analysts;
• Evaluate and analyze potential new debt investments and assist with due diligence and execution ofsaid investments;
• Perform additional ad-hoc analysis as needed;
• Assist with ongoing monitoring and evaluation of the performance of investments, execution of business plans, and sub-market fundamentals;
• Summarize and present on portfolio performance to senior management; and
• Perform cash flow modeling, competitive property analysis, and market research analysis.

Professional Experience

• A minimum of 1 years’ relevant experience
• Demonstrated interest in commercial real estate analytics;

Education/Certification

• Bachelor’s degree required

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 modelswith a focus on multifamily, office, and industrial assets; ability to build out a complex financial modelfrom scratch including waterfalls and various debt structures. Property underwriting and advancedfinancial modeling and analytics. Ability to understand and analyze loan documents, leases andmanagement 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.

Travel Requirements

• 1-2 times per month depending on deal list.

Position Details

• Classification: Exempt
• Position Status: Regular / Full Time
• Reports To: Associate or Vice President
• 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, 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 Environment

• No 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 areas

The 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.

Benefits

• We offer a comprehensive benefits package that includes:
• 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

$100,000 - $100,000 a year

$100,000 base, plus discretionary bonus

Offered salary is based on a variety of factors, including skills, experience, and qualifications for the role.

Intent of Position Description

This 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 Employer

Bellwether 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.