Accounting & Analytics Analyst

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 $12 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 seeking an Accounting & Analytics Analyst to join our accounting and real estate asset management teams. This is a unique role within the organization as the individual will be primarily responsible for supporting our accounting team but will have shared responsibilities supporting the equity asset management team, assisting in business plan execution across a variety of asset types.

Responsibilities

• Manage the month-end close process
• Develop standardized processes to report consolidated fund-level accounting and performance data to internal users against tight deadlines
• Complete thorough reviews, find variances, and provide explanations for any variances within property financial statements
• Perform reviews for consistency and accuracy in connection with the accounting reporting process; identify areas for process improvement, enhanced controls, standard templates, and best practices – reporting is to Oaktree and primarily encompasses cash management
• Assist in the proactive monitoring and management of equity investments in an income-focused portfolio across a variety of property types
• Review and analyze investment business plans, leasing activity, third-party appraisals, and monthly property operating performance
• Assist with the quarterly production of client-focused investment reports, inclusive of performance summaries, action items and KPIs
• Assist with regular and ad hoc KPI tracking required for client internal-use and fundraising efforts

Qualifications

• Advanced accounting and analytical skills
• Dynamic team player with strong integrity, a high degree of professionalism and the ability to succeed in an entrepreneurial environment including:
  • Good interpersonal, communication and multi-tasking skills
  • Excessive attention to detail, outstanding initiative and an eagerness to learn with a strong work ethic; confidence to ask questions and seek guidance where needed.
  • Completion of a high level of work within tight timeframes, successfully manages competing deadlines
  • Ability to grasp new concepts quickly and work with limited direct guidance
• Positive, can-do attitude; eagerness to contribute to a team
• A bachelor's degree is required

Base Salary: $70,000 - $90,000 

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 statements 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 operational reviews, annual budget and business plan reviews and financial analysis;
• 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