Real Estate Equity Analyst – Asset Management

Bellwetheram 2; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

401(k) match 4%

Paid time off

Job summary

Bellwether, a global advisory firm, seeks an Equity Associate to support the Asset Management team on office and retail assets through financial modeling, fund reporting, and equity underwriting. You will interact with internal and external decision makers and gain exposure to industry leaders.

You will monitor portfolios, develop asset‑level cash flow forecasts, mentor junior analysts, and underwrite deals using Excel, ARGUS, and related tools.

Qualifications

• Minimum of 3 years’ relevant experience.
• Experience in Asset Management, Development, or Acquisitions across office and retail asset classes preferred.
• Client‑facing experience preferred.
• Experience with property underwriting and advanced financial modeling.
• Mastery in Microsoft Excel, PowerPoint, and ARGUS Enterprise.
• For multi‑family roles, experience with Real Page and Yardi preferred.
• Bachelor’s degree required.

Responsibilities

• Assist 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 maintaining asset‑ and portfolio‑reporting models to monitor investment performance.
• Underwrite various asset classes using Excel‑based models, including cash‑flow, budget, IRR, and partnership waterfall modeling.
• Review and analyze business plans, leasing activity, and monthly property‑operating performance.
• Liaise with operating partners and Acquisition team leaders to review business plan execution.
• Demonstrate strong leadership abilities and effective management skills, with a desire to mentor and develop team members.

Job description

Bellwether, a global advisory firm, seeks an Equity Associate to support the Asset Management team on office and retail assets through financial modeling, fund reporting, and equity underwriting. You will interact with internal and external decision makers and gain exposure to industry leaders.

You will monitor portfolios, develop asset‑level cash flow forecasts, mentor junior analysts, and underwrite deals using Excel, ARGUS, and related tools.