Debt Senior Analyst

Bellwether Asset Management, Inc. (“BWAM”) is a privately held firm located in Los Angeles, CA, specializing in the management, analysis and reporting of over $21 billion of AUM across a wide range of real-estate related assets and corporate platforms in the United States, Europe and Asia.

About the Job

We are seeking a Senior Analyst to join our rapidly growing debt team. As a part of our Analyst Program, you will join our growing real estate platform and get exposure to a variety of asset classes across our clients’ portfolios. Our robust training program provides instruction in financial modeling, fund-level reporting, underwriting debt investments, utilization of CRE software (i.e. Argus, Bloomberg, etc.), and more. Throughout the duration of the program, analysts play an integral role within the asset management team while helping bridge the gap between investment-level and fund-level performance. 

Responsibilities

• Assist in the proactive monitoring and management of a portfolio of debt investments across all property types (office, industrial, hotel, retail, & residential) and securitized products
• Review and analyze loan documents, business plans, leasing activity, lease approvals, draws and monthly property operating performance
• Liaison with borrowers and leading members of the Asset Management Team and client to review business plan execution and ensure debt covenants are met
• Generate reporting materials to monitor the performance of investments at the asset level and support portfolio management analytics
• Perform credit analysis of potential sponsors/borrowers
• Support loan closing and onboarding to Asset Management function; spearhead loan repayment process

Qualifications

• One to three years of relevant professional experience
• Advanced financial modeling and analytical skills
• Ability to read and analyze investment, lease and management agreements
• Dynamic team player with strong integrity, a high degree of professionalism and the ability to succeed in an entrepreneurial environment including:
  • Good interpersonal, communication, organizational 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: $100,000 - $110,000

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