Bellwether
Bellwether is a global advisory firm that helps businesses solve their most complex challenges and enhance enterprise value. We specialize in formulating and executing dynamic growth strategies through true partnership with our clients. Merging deep industry expertise, advanced analytical capabilities and best-in-class talent, we create value across the business lifecycle, from transaction management to operational transformation. 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.
Overview The Associate, Portfolio Management (Torchlight) will support the Torchlight Asset Management Team, which is responsible for overseeing the private real estate debt and equity investments in Torchlight’s fund businesses, which include assets throughout the U.S. in office, retail, multifamily, hospitality, and industrial asset classes. This role will interact with multiple stakeholders while applying expertise to various asset classes. The Associate, Portfolio Management (Torchlight) will drive the functions of clients, which includes creating and maintaining fund models, performing recurring and ad hoc analyses, and overseeing and improving processes. Additionally, this role will be critical in conducting portfolio analysis, creating new client reporting, and spearheading various production efforts across teams. Your experience has prepared you to help lead, manage workflow, train the Asset Management team, review and challenge investment, fund, and level cash flows.
Torchlight Investors – Company Description. The firm is an SEC registered investment advisor with over $4.0 billion in assets under management in commercial real estate debt. Since its inception in 1995, the firm has invested over $20 billion in its funds and separate accounts. For additional information please visit www.torchlight.com.
Key Responsibilities
Lead monthly and quarterly analytical reporting processes
Actively engage and coordinate deliverables with Asset Management teams
Review materials/analysis, identify and resolve reporting issues, and interpret fund documents
Lead aggregation and review of investment-level cash flows into fund models
Efficiently and accurately build and/or update complex fund models and analyses as well as supporting materials for management review
Identify trends and maintain a firm grasp of key drivers to quarter over quarter variances
Lead compilation of responses for due diligence and review for accuracy
Communicate effectively with other groups within Bellwether to advance team projects/goals
Identify and implement process improvements
Perform ad-hoc financial analyses, including special projects, at the request of management
Professional Experience
A minimum of 1-2 years of experience in financial services and/or real estate investment and at least the same amount of time in an analytical role
Highly proficient in Excel and PowerPoint
Experience with Salesforce, Tableau, and iLevel is a plus
Client-facing experience preferred
Education/Certification
Undergraduate degree in economics, finance, real estate, or related field preferred
Essential Skills & Competencies
Bellwether seeks entrepreneurial individuals who are highly motivated, mature and intelligent, with demonstrated excellence in prior endeavors. Relevant sections include:
Job Knowledge & Technical Ability : Strong analytical skills and detail oriented. Ability to grasp new concepts, initiate ideas and implement new processes. Eager to learn and work cross-functionally. Ability to manage large data and communications. Advanced financial modeling in Excel. Ability to update/modify fund models with limited guidance. Understanding of real estate/fund concepts and financial statements. Ability to resolve reporting issues and work with fund documents.
Initiative & Dependability : Able to work independently, proactively solve problems, and improve processes.
Communication : Excellent verbal and written communication; effective at presenting information internally and externally to clients.
Professionalism & Teamwork : Acts with honesty and integrity, maintains confidentiality, and promotes a collaborative work environment.
Travel Requirements
Travel is not anticipated but may be needed from time to time.
Position Details
Classification:
Exempt
Position Status:
Regular / Full Time
Reports To:
Managing Director
Direct Reports:
No
Physical and Mental Demands
Regularly stand, sit, and walk; long periods at an office workstation
Operate computer, telephone, and office equipment; communicate clearly
Ability to work independently and prioritize duties; collaboration is important
Active listening, critical thinking, time management, and decision making
Regular, predictable attendance; reasonable accommodations available
Work Environment
Typical office environment with moderate noise
Indoor office environment with windows; light foot traffic
The work environment characteristics are representative of those encountered in the essential functions of the job; reasonable accommodations may be made
Benefits
Comprehensive benefits package including employer-paid Medical, Dental & Vision with optional buy-up
Flexible Spending Account and Health Savings Account
Carrot Fertility Benefit – $10,000 lifetime benefit
401k with company match 4%, immediately vested
Generous PTO, 11 paid holidays plus holiday office closure
14 weeks Maternity Leave & 12 weeks Parental Leave
Wellbeing programs and cell phone reimbursement
Intent of Position Description This position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions. The job description is subject to change with or without notice, and management reserves the right to modify any qualification or duty. Nothing in this description changes the at-will employment relationship.
Equal Opportunity Employer Bellwether is an equal-opportunity employer. We comply with all federal, state, and local laws providing equal employment opportunities and all other employment laws. All qualified applicants are considered without regard to a broad range of protected characteristics and statuses. All candidates must be able to prove eligibility to work in the United States.
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Overview The Associate, Portfolio Management (Torchlight) will support the Torchlight Asset Management Team, which is responsible for overseeing the private real estate debt and equity investments in Torchlight’s fund businesses, which include assets throughout the U.S. in office, retail, multifamily, hospitality, and industrial asset classes. This role will interact with multiple stakeholders while applying expertise to various asset classes. The Associate, Portfolio Management (Torchlight) will drive the functions of clients, which includes creating and maintaining fund models, performing recurring and ad hoc analyses, and overseeing and improving processes. Additionally, this role will be critical in conducting portfolio analysis, creating new client reporting, and spearheading various production efforts across teams. Your experience has prepared you to help lead, manage workflow, train the Asset Management team, review and challenge investment, fund, and level cash flows.
Torchlight Investors – Company Description. The firm is an SEC registered investment advisor with over $4.0 billion in assets under management in commercial real estate debt. Since its inception in 1995, the firm has invested over $20 billion in its funds and separate accounts. For additional information please visit www.torchlight.com.
Key Responsibilities
Lead monthly and quarterly analytical reporting processes
Actively engage and coordinate deliverables with Asset Management teams
Review materials/analysis, identify and resolve reporting issues, and interpret fund documents
Lead aggregation and review of investment-level cash flows into fund models
Efficiently and accurately build and/or update complex fund models and analyses as well as supporting materials for management review
Identify trends and maintain a firm grasp of key drivers to quarter over quarter variances
Lead compilation of responses for due diligence and review for accuracy
Communicate effectively with other groups within Bellwether to advance team projects/goals
Identify and implement process improvements
Perform ad-hoc financial analyses, including special projects, at the request of management
Professional Experience
A minimum of 1-2 years of experience in financial services and/or real estate investment and at least the same amount of time in an analytical role
Highly proficient in Excel and PowerPoint
Experience with Salesforce, Tableau, and iLevel is a plus
Client-facing experience preferred
Education/Certification
Undergraduate degree in economics, finance, real estate, or related field preferred
Essential Skills & Competencies
Bellwether seeks entrepreneurial individuals who are highly motivated, mature and intelligent, with demonstrated excellence in prior endeavors. Relevant sections include:
Job Knowledge & Technical Ability : Strong analytical skills and detail oriented. Ability to grasp new concepts, initiate ideas and implement new processes. Eager to learn and work cross-functionally. Ability to manage large data and communications. Advanced financial modeling in Excel. Ability to update/modify fund models with limited guidance. Understanding of real estate/fund concepts and financial statements. Ability to resolve reporting issues and work with fund documents.
Initiative & Dependability : Able to work independently, proactively solve problems, and improve processes.
Communication : Excellent verbal and written communication; effective at presenting information internally and externally to clients.
Professionalism & Teamwork : Acts with honesty and integrity, maintains confidentiality, and promotes a collaborative work environment.
Travel Requirements
Travel is not anticipated but may be needed from time to time.
Position Details
Classification:
Exempt
Position Status:
Regular / Full Time
Reports To:
Managing Director
Direct Reports:
No
Physical and Mental Demands
Regularly stand, sit, and walk; long periods at an office workstation
Operate computer, telephone, and office equipment; communicate clearly
Ability to work independently and prioritize duties; collaboration is important
Active listening, critical thinking, time management, and decision making
Regular, predictable attendance; reasonable accommodations available
Work Environment
Typical office environment with moderate noise
Indoor office environment with windows; light foot traffic
The work environment characteristics are representative of those encountered in the essential functions of the job; reasonable accommodations may be made
Benefits
Comprehensive benefits package including employer-paid Medical, Dental & Vision with optional buy-up
Flexible Spending Account and Health Savings Account
Carrot Fertility Benefit – $10,000 lifetime benefit
401k with company match 4%, immediately vested
Generous PTO, 11 paid holidays plus holiday office closure
14 weeks Maternity Leave & 12 weeks Parental Leave
Wellbeing programs and cell phone reimbursement
Intent of Position Description This position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions. The job description is subject to change with or without notice, and management reserves the right to modify any qualification or duty. Nothing in this description changes the at-will employment relationship.
Equal Opportunity Employer Bellwether is an equal-opportunity employer. We comply with all federal, state, and local laws providing equal employment opportunities and all other employment laws. All qualified applicants are considered without regard to a broad range of protected characteristics and statuses. All candidates must be able to prove eligibility to work in the United States.
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