Analyst, Debt

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.

Overview

We are seeking a Debt Analyst to join our company. As a part of our Analyst Program, you will work in Bellwether's debt platform and will be responsible for supporting the asset management team in preserving and creating value in the existing portfolio. Our four-week robust training program provides instruction in financial modeling, fund-level reporting, underwriting debt investments, utilization of CRE software (e. g. , Argus, Yardi, etc. ) and more. You will also work alongside the investment team in the origination, underwriting and execution of real estate debt-related investment opportunities across various property types. Throughout the program, analysts play an integral role in supporting the team by maintaining complex financial analyses, evaluating monthly operating reports and interacting directly with sponsors through leasing calls. Analysts are dynamic team players with strong integrity and the ability to succeed in a highly entrepreneurial environment.

Key Responsibilities

• Assist in the proactive monitoring and management of a portfolio of debt investments across various property 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 and quarterly reporting basis
• Once fully proficient, oversee and train incoming analysts
• Evaluate and analyze potential new debt investments and assist with due diligence, underwriting and execution of said investments
• Perform additional ad-hoc analysis, as needed

• A bachelor's degree is required
• Advanced financial modeling and analytical skills
• Ability to read and analyze investment, lease, loan and management agreements
• 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 once per month depending on deal list.

• Classification: Exempt
• Position Status: Regular / Full Time
• Reports To: Associate or VP, Debt Asset Management
• Direct Reports: No

• 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.

• 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.

• 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