Analyst, Equity (Campus Analyst Class 2027)

Bellwetheram 2; Dallas (TX); Hybrid; USD 77,000 - 94,000; Full time

Benefits offered by this job

Medical, Dental & Vision

401k match

Paid holidays

Maternity & Parental Leave

Wellbeing program

Job summary

Bellwether seeks a 2027 Equity Analyst to join its real estate platform and staff the asset management team. You will gain exposure to multiple asset classes, engage in financial modeling and fund-level reporting, and support AI initiatives and automation efforts across the investment process.

The program includes hands-on underwriting, due diligence, and the development of dashboards for stakeholders, with travel to client sites as needed.

Qualifications

• Bachelor's degree required.
• Advanced financial modeling and analytical skills.
• Proficient in Microsoft Office Suite.

Responsibilities

• Assist in proactive monitoring and management of a portfolio of equity investments across property types.
• Review and analyze business plans, leasing activity and property operating performance.
• Act as liaison between clients, operating partners and asset management team.
• Develop and maintain asset-level cash flow reforecasting models.
• Complete underwriting and due diligence for prospective investments.
• Assist with build-out of automated dashboards for stakeholders.

Skills

Financial modeling

Real estate analysis

Analytical skills

Communication

Education

Bachelor's degree

Tools

Argus

Yardi

Microsoft Office

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 $35 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.

We are seeking analysts to join our 2027 Equity Analyst Class. As a part of our Analyst Program, you will join our growing real estate platform and get exposure to various asset classes across our clients' portfolios. Our three-week robust training program provides instruction in financial modeling, fund-level reporting, underwriting debt and equity investments, utilization of CRE software (e.g., Argus, Yardi, etc.) and more. Throughout the program, analysts play an integral role within the asset management team while helping bridge the gap between investment- and fund-level performance. We are looking for dynamic team players with strong integrity and the ability to succeed in a highly entrepreneurial environment.

• Assist in the proactive monitoring and management of a portfolio of equity investments across all property types (office, multifamily, industrial, hotel, retail, storage, corporate and residential)
• Review and analyze business plans, leasing activity and property operating performance
• Act as a liaison between clients, operating partners and leading members of the asset management team
• Develop and maintain detailed asset-level cash flow reforecasting models
• Complete underwriting and due diligence for prospective investments
• Assist with the build-out of an automated dashboard to provide respective analysis for various stakeholders
• Supporting AI initiatives and the development of programs to improve the efficiency and accuracy of workflow
• Perform additional ad-hoc analysis for the asset management team to assist in fundraising

• A bachelor's degree is required with an expected graduation date between December 2026 and Summer 2027
• Advanced financial modeling and analytical skills
• Proficient in Microsoft Office Suite

Bellwether seeks to hire entrepreneurial individuals who are highly motivated with demonstrated excellence in prior endeavors. The successful candidate should have:

• Job Knowledge & Technical Ability: Strong analytical skills and detailed oriented. Ability to read and analyze investment and lease agreements. Eager to learn, with proven ability to initiate ideas and implement new processes. Ability to grasp new concepts quickly and work with limited direct guidance.
• 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. Successfully manages competing and time-sensitive deadlines with strong organization and multi-tasking skills to deliver high-quality work product.
• Communication:Professional 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 to assets and client sites required on an as-needed basis, approximately 1-2 times per month depending on deal list.

Classification: Exempt

Position Status: Regular / Full Time

Reports To: Associate or VP, Equity Asset Management

Direct Reports: No

Location Requirements: El Segundo: Hybrid, Dallas: Onsite, Days in office vary by location

El Segundo: Base Salary $100,000, plus discretionary bonus and sign-on bonus

Dallas: Base Salary $85,000, plus discretionary bonus and sign-on bonus

Offered salary is based on a variety of factors, including skills, experience, and qualifications for the role. Other compensation includes a discretionary bonus and a sign-on bonus.

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

Bellwether is comprised of diverse, forward-thinking individuals who recognize the value of holding each other to the highest standards. Our people are our most valuable asset. We believe in investing in their development, providing ample opportunities to grow skills, connecting with industry leaders and stretching beyond the day-to-day work environment. Bellwether has been built on the founding principles of persistence, team, innovation, diligence, community and integrity.

For additional information on Bellwether, please visit bellwetherco.com.

• 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.

• 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.

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.

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 and willing to complete a background check.