Bellwether
Bellwether is a global advisory firm that helps businesses solve their most complex challenges and enhance enterprise value. Bellwether specializes in the management, analysis, and reporting of over $40 billion of AUM across a wide range of real estate related assets and corporate platforms in North America, Europe and Asia. Bellwether is privately held and has offices in Los Angeles, Newport Beach, Salt Lake City, London and Dallas.
Senior Analyst, Debt – Debt Asset Management Team
Overview The Debt Asset Management Team is responsible for the oversight of a portfolio of commercial real estate debt investments. The Senior Analyst, Debt will support the asset management team in preserving and creating value in the existing portfolio, and will work with the investment team on origination, underwriting, and execution of real estate debt opportunities across various property types.
Key Responsibilities
Assist in proactive monitoring and management of a portfolio of debt investments across various property types.
Review and analyze business plans, leasing activity, and monthly property operating data.
Analyze loan draws to ensure alignment with business plans and leasing parameters.
Liaison with borrowers and Asset Management Team members to review business plan execution and ensure debt covenants are met.
Generate reporting materials to monitor investment performance at the asset level and support portfolio management analytics.
Perform covenant monitoring and credit analysis of potential sponsors/borrowers.
Support loan closing, onboarding to Asset Management, and spearhead loan repayment processes.
Engage in loan origination, financial modeling/underwriting, term sheets, due diligence, loan document review, and closings.
Conduct market research, comparable sale reviews, lease analyses, and sponsor diligence.
Collaborate on due diligence during the closing process and prepare investment memoranda for the debt investment committee.
Professional Experience
Minimum of 2 years of relevant experience.
Advanced financial modeling and analytical skills.
Ability to understand and analyze loan documents, leases, and management agreements.
Education/Certification
Bachelor’s degree required.
Essential Skills & Competencies
Real estate financial modeling for multifamily, office, and industrial assets; ability to build complex models from scratch including debt structures.
Property underwriting and advanced financial analytics.
Independent, proactive, self‑directed work ethic with strong problem‑solving and process improvement.
Excellent verbal and written communication; presentation skills.
Integrity, confidentiality, adherence to company policies, and teamwork.
Travel Requirements
Local and/or nationwide travel to assets and client sites: approximately 1–2 times per month.
Position Details
Classification: Exempt
Position Status: Regular, Full Time
Reports To: Associate or Vice President
Direct Reports: None
Physical and Mental Demands
Regular standing, sitting, walking; ability to sit at a workstation for extended periods.
Reach, stoop, or kneel to access items; use of wrist, hand, and fingers to operate computer and telephone; preparation of documents.
Independent work with prioritization; collaboration required.
Active listening, critical thinking, decision‑making, time management, and administrative skills.
Professional courtesy at all times; regular, predictable attendance.
Work Environment
Range of office noise (moderate, typical business office).
Indoor business office with windows and light foot traffic.
Benefits
Employer‑paid Medical, Dental & Vision; flexible spending; health savings account.
Carrot Fertility Benefit – $10,000 lifetime benefit.
401(k) company match 4% (immediately vested).
Generous PTO, 11 paid company holidays & paid holiday office closure.
14 weeks maternity leave & 12 weeks parental leave.
Well‑being program offerings; cell phone reimbursement; team events & holiday parties.
Equal Opportunity Employer Bellwether is an equal‑opportunity employer. Bellwether complies with all applicable federal, state, and local laws providing equal employment opportunities. All qualified applicants are considered for employment without regard to race, color, religion, national origin, gender, age, sexual orientation, disability, veteran status, or any other protected classification.
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Senior Analyst, Debt – Debt Asset Management Team
Overview The Debt Asset Management Team is responsible for the oversight of a portfolio of commercial real estate debt investments. The Senior Analyst, Debt will support the asset management team in preserving and creating value in the existing portfolio, and will work with the investment team on origination, underwriting, and execution of real estate debt opportunities across various property types.
Key Responsibilities
Assist in proactive monitoring and management of a portfolio of debt investments across various property types.
Review and analyze business plans, leasing activity, and monthly property operating data.
Analyze loan draws to ensure alignment with business plans and leasing parameters.
Liaison with borrowers and Asset Management Team members to review business plan execution and ensure debt covenants are met.
Generate reporting materials to monitor investment performance at the asset level and support portfolio management analytics.
Perform covenant monitoring and credit analysis of potential sponsors/borrowers.
Support loan closing, onboarding to Asset Management, and spearhead loan repayment processes.
Engage in loan origination, financial modeling/underwriting, term sheets, due diligence, loan document review, and closings.
Conduct market research, comparable sale reviews, lease analyses, and sponsor diligence.
Collaborate on due diligence during the closing process and prepare investment memoranda for the debt investment committee.
Professional Experience
Minimum of 2 years of relevant experience.
Advanced financial modeling and analytical skills.
Ability to understand and analyze loan documents, leases, and management agreements.
Education/Certification
Bachelor’s degree required.
Essential Skills & Competencies
Real estate financial modeling for multifamily, office, and industrial assets; ability to build complex models from scratch including debt structures.
Property underwriting and advanced financial analytics.
Independent, proactive, self‑directed work ethic with strong problem‑solving and process improvement.
Excellent verbal and written communication; presentation skills.
Integrity, confidentiality, adherence to company policies, and teamwork.
Travel Requirements
Local and/or nationwide travel to assets and client sites: approximately 1–2 times per month.
Position Details
Classification: Exempt
Position Status: Regular, Full Time
Reports To: Associate or Vice President
Direct Reports: None
Physical and Mental Demands
Regular standing, sitting, walking; ability to sit at a workstation for extended periods.
Reach, stoop, or kneel to access items; use of wrist, hand, and fingers to operate computer and telephone; preparation of documents.
Independent work with prioritization; collaboration required.
Active listening, critical thinking, decision‑making, time management, and administrative skills.
Professional courtesy at all times; regular, predictable attendance.
Work Environment
Range of office noise (moderate, typical business office).
Indoor business office with windows and light foot traffic.
Benefits
Employer‑paid Medical, Dental & Vision; flexible spending; health savings account.
Carrot Fertility Benefit – $10,000 lifetime benefit.
401(k) company match 4% (immediately vested).
Generous PTO, 11 paid company holidays & paid holiday office closure.
14 weeks maternity leave & 12 weeks parental leave.
Well‑being program offerings; cell phone reimbursement; team events & holiday parties.
Equal Opportunity Employer Bellwether is an equal‑opportunity employer. Bellwether complies with all applicable federal, state, and local laws providing equal employment opportunities. All qualified applicants are considered for employment without regard to race, color, religion, national origin, gender, age, sexual orientation, disability, veteran status, or any other protected classification.
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