Senior Associate, Corporate Advisory

Bellwether Asset Management, Inc. (“BWAM”) is a privately held firm located 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

Bellwether Corporate Advisory is seeking a highly motivated and talented Corporate Advisory Senior Associate to join our growing team. As a Senior Associate, you will play a pivotal role in assisting our clients in addressing their operational challenges and driving transformative change. You will work closely with senior consultants and client teams, contributing to the development and execution of strategies that optimize operational efficiency and effectiveness. You will also have the opportunity to gain invaluable experience by working independently to build internal capabilities and processes for the team.

Bellwether’s Corporate Advisory practice serves private and public companies, providing tailored advisory solutions for diverse organizational landscapes. We serve as thought partners to our clients in many capacities including value creation and across the M&A lifecycle. Focusing on growth strategy, transformations, transactions, recovery and turnarounds, Bellwether Corporate Advisory executes the fundamental changes necessary to create and sustain value.

Key Responsibilities:

• Perform process assessments and identify opportunities for streamlining and cost reduction.
• Conduct research and data analysis to gather insights and support strategic decision-making.
• Assist in the development and implementation of operational improvement initiatives.
• Strategize with senior consultants and client teams to identify operational challenges and develop innovative solutions.
• Collaborate with cross-functional teams to drive the adoption of best practices and operational excellence.
• Stay up to date with industry trends and best practices related to operations management.
• Contribute to the preparation and delivery of client presentations and reports.

Professional Requirements:

• Strong analytical and problem-solving skills.
• Proven ability to deliver presentations to clients, showcasing complex ideas in a clear and compelling manner.
• Exceptional organizational and time management skills, with the ability to manage multiple projects simultaneously.
• Willingness to travel as needed to meet with clients and attend conferences or industry events.
• Demonstrated expertise in conducting market research and data analysis.
• Ability to work effectively in a team environment, collaborating with colleagues and clients.
• Minimum of 2 years of relevant work experience, preferably in operations consulting or a related field.
• Proficiency in Microsoft Office suite and other relevant software.
• Excellent communication and interpersonal skills.

Education/ Certification

• Bachelor's degree required, preferably in a relevant field (e.g. business, economics, finance)

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:

• Communication: Excellent verbal and written communication skills; strong listening and interpersonal skills. Highly effective at preparing and presenting information.
• Job Knowledge & Technical Ability: Strong analytical skills and detailed oriented. Proven ability to grasp new concepts, initiate ideas and implement new processes. Exhibits an eagerness to learn. Ability to work cross-functionally with different parts of the organization.
• 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.
• 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. Strong organizational skills and the ability to manage multiple tasks and priorities simultaneously.

Travel Requirements

Frequent domestic travel will be required for prospect and client meetings, approximately 100% of the time. Limited international travel is anticipated at this time.

Position Details

Classification: Exempt

Position Status: Regular / Full Time

Reports To: Managing Director, Head of Corporate Advisory

Direct Reports: No

Physical & Mental Demands

• 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.
• 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.
• 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.

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).
• 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.

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.

Compensation & Benefits

Compensation range: $130,000 to $140,000, 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:

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

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:

• 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.
• 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
• 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;

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.