2024 Equity Analyst Class Jobs

About The Company

Bellwether Asset Management, Inc. (“BWAM”) is a privately held firm headquartered in Los Angeles, CA, specializing in the management, analysis, and reporting of over $24 billion of AUM across a wide range of real estate-related assets and corporate platforms in North America, Europe and Asia.

Overview

We are seeking analysts to join our 2024 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 four-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. Analysts are dynamic team players with strong integrity and the ability to succeed in a highly entrepreneurial environment.

Key Responsibilities

• Review and analyze business plans, leasing activity and monthly property operating performance
• 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)
• Develop and maintain detailed asset-level cash flow reforecasting models
• Liaison with operating partners and leading members of the asset management team to review business plan execution
• Assist with the build-out of an automated dashboard to provide respective analysis for various stakeholders
• Complete underwriting and due diligence for prospective investments
• Perform additional ad-hoc analysis for the asset management team to assist in fundraising

Education And Experience

• Ability to read and analyze investment, lease and management agreements
• Proficient in Microsoft Office Suite
• Advanced financial modeling and analytical skills
• A bachelor's degree is required with an expected graduation date between December 2023 and Summer 2024

Essential Skills & Competencies

BWAM seeks to hire entrepreneurial individuals who are highly motivated, mature and intelligent, with demonstrated excellence in prior endeavors. The successful candidate should have:

• 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.
• Communication: Excellent verbal and written communication skills; strong listening and interpersonal skills. Highly effective at preparing and presenting information.
• 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.
• 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.

Travel Requirements

Travel to assets and client sites required on an as-needed basis, approximately 1-2 times per month depending on deal list.

Position Details

Classification: Exempt

Position Status: Regular / Full Time

Reports To: Associate or VP, Equity Asset Management

Direct Reports: No

Compensation & Benefits

Compensation: $100,000, plus discretionary bonus

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

We offer a comprehensive benefits package that includes:

• Wellbeing program offerings
• Employer-paid Medical, Dental & Vision, with buy-up options available
• Flexible Spending Account, Health Savings Account
• Carrot Fertility Benefit - $10,000 lifetime benefit
• 14 weeks Maternity Leave & 12 weeks Parental Leave
• Generous PTO, 11 Paid Company Holidays & Paid Holiday Office Closure
• Engaging team events & holiday parties
• 401k company match 4%, immediately vested
• Cell phone reimbursement

Work Environment

• No hazardous or significantly unpleasant conditions (such as in a typical office).
• Indoor business office environment with windows; light foot traffic within work areas
• Moderate noise (i.e., business office with computers, phones, printers and light traffic)

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.

Physical & 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.
• Ability to work independently, and prioritize duties to ensure timely completion. The ability to collaborate is also imperative.
• Regular, predictable attendance is required.
• Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly.
• 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.
• Ability to interact in a courteous professional manner at all times.
• Requires active listening, critical thinking, making decisions, time management, as well as administration skills.

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.

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.

Our Company

BWAM 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. BWAM has been built on the founding principles of persistence, team, innovation, diligence, community and integrity.

The BWAM portfolio includes direct property investments, corporate investments, residential land, and residential and commercial loan pools. Since its founding in 2013, BWAM has continued to expand its services to a variety of investment firms, family offices and start-ups.

BWAM’s platform helps provide greater efficiency and functionality through the following areas:

• Asset-level analytics: Providing quantitative and qualitative investment- and portfolio-level performance reports by consolidating and analyzing monthly operating reports produced by operating partners to track and monitor performance against initial underwriting;
• Active Asset Management Support: The team works closely with Acquisition Teams to help monitor all strategic and joint-venture operating partners on a day-to-day basis. Responsibilities include weekly leasing calls, monthly operations reviews, annual budget and business plan reviews and financial analysis; and
• Investment- and Fund-level Reforecasting: BWAM is responsible for creating proprietary investment-level valuation models for the portfolio to enhance our ability to reforecast investment-and fund-level performance on a routine basis.

For additional information on BWAM, please visit www.BellwetherAM.com

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 and willing to complete a background check.