Financial Planning & Analysis Manager

Bellwether Asset Management, Inc. is seeking an individual with a FP&A background to assist the portfolio management team of a large commercial real estate platform. This individual would play an integral role to the entire real estate team, by providing a bridge between asset-level analytics and fund-level performance.

KEY RESPONSIBILITIES

• Forecast fund-level performance and analyze commercial real estate platform economics
• Actively manage critical aspects of each fund’s investment portfolio, such as optimal hold periods and exit strategies
• Aggregate data and share key observations and trends with senior management in a sophisticated, concise fashion. This includes maintaining and building-out fund models, updating returns, and tracking liquidity, distributions, fees, promotes.
• Contribute to marketing, fundraising, and client relation efforts by providing as-needed information on fund performance, forecasted results, distribution timing, and other important data points
• Assist with the build-out of an automated dashboard to provide respective analysis for various stakeholders
• Perform additional ad-hoc analysis for the portfolio management team
• Oversee and help mentor junior associates and analysts within the portfolio management team; Review all work-product before going to client

PROFESSIONAL EXPERIENCE/QUALIFICATIONS

• Advanced financial modeling and analytical skills 
• Minimum 5-7 years of experience in commercial real estate or investment industry
• Advanced skills in Excel
• 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, an eagerness to learn with a strong work ethic
  • 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
• A bachelor's degree is required
• Desire to work as part of a small, highly entrepreneurial team

Base Salary: $120,000 - $130,000 

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