Debt Associate

Bellwether Asset Management, Inc. (“BWAM”) is a privately held firm located in Los Angeles, CA, specializing in the monitoring and analysis of investments representing more than $16 billion of invested equity across a wide range of real estate-related assets in the United States, Europe and Asia.

About the Job

We are looking for an Associate to join the rapidly growing Debt Team at Bellwether. The ideal candidate is a savvy problem solver who thrives in a fast-paced, challenging environment and consistently exceeds expectations. We are seeking an agile team player who enjoys working cross-functionally with different parts of the organization.

An ideal candidate will have held similar positions in acquisitions, asset management or development. Successful candidates for this position will have had at least three to five years of relevant professional experience.
 

Responsibilities

• Assist in the proactive monitoring and management of a portfolio of debt investments across various property types, including but not limited to office, industrial, hotel, retail, and multifamily;
• Review and analyze business plans, leasing activity, lease approvals, draws and monthly property operating performance;
• Liaise with borrowers to review business plan execution and ensure debt covenants are met;
• Produce reporting materials to monitor the performance of investments at the asset level;
• Perform credit analysis of potential sponsors; and
• Prepare comprehensive investment analysis on an ad hoc basis and communicate conclusions and investment risk in a narrative presentation to Senior Management, including approval through participation in investment committee.
   

Qualifications

• Asset management experience, including development and analysis of real estate-based financial models;
• A bachelor’s degree (required);
• Proficiency in Microsoft Excel, PowerPoint and ARGUS Enterprise;
• Experience with property underwriting and advanced financial modeling;
• Strong written and verbal communication skills;
• Attention to detail with superior organizational skills;
• Proven ability to multitask and quickly understand new concepts;
• Desire to work as a part of a small, highly entrepreneurial team
   

Who We Are

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.

BWAM and its affiliates provide equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other classification prohibited by applicable law.

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