Bellwether Jobs in California (NOW HIRING)

• 5–8+ years of relevant experience in CMBS, structured products, commercial real estate credit, or a related institutional investment role. Work experience with CMBS asset management, credit surveillance, CMBS originations, and/or rating agencies is preferred.
• Fixed income experience, including portfolio management of CMBS positions, familiarity with fixed income analysis tools, and price/yield analytics.
• Familiarity with large relational data structure across the deal, loan, property, and tenant levels.
• Familiarity with SQL, Python, VBA, Power BI, Tableau, or similar tools to automate surveillance and reporting is strongly preferred.
• Working knowledge of CMBS and CRE CLO deal mechanics, including waterfalls, triggers, advancing, appraisal reduction amounts, losses, control rights, and special servicing dynamics.
• Advanced proficiency in Microsoft Excel, PowerPoint and Intex. Strong working knowledge of Trepp, Bloomberg, CoStar, and similar surveillance platforms.
• Experience with property underwriting and advanced financial modeling.
• Prior experience reviewing or mentoring junior analysts/associates and helping coordinate team workflows is preferred.
• Experience presenting and leading meetings with clients and senior level team members.

• Bachelor's degree in economics, Finance, Mathematics, Engineering, Computer Science, or related field.

• Travel is not anticipated but may be needed from time to time.

• Classification:  Exempt
• Position Status:  Regular, Full Time
• Reports To:  Vice President, Senior Vice President or Managing Director, Debt
• Direct Reports:  Yes

• While performing the duties of this job, the employee is regularly required to stand, sit, and walk. Must be able to sit at an office workstation for an extended period of time. May need to reach, stoop, or kneel to access items.
• Must be able to talk, hear and use wrists, hands and/or fingers frequently and repetitively to operate a computer, telephone and other office productivity machinery.
• Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly.
• Ability to work independently, and prioritize duties to ensure timely completion. The ability to collaborate is also imperative.
• Requires active listening, critical thinking, making decisions, time management, as well as administration skills.
• Ability to interact in a courteous professional manner at all times.
• Regular, predictable attendance is required.
• The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

• No hazardous or significantly unpleasant conditions (such as in a typical office).
• Moderate noise (i.e., business office with computers, phones, printers and light traffic)
• Indoor business office environment with windows; light foot traffic within work areas
• The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• We offer a comprehensive benefits package that includes:
• Employer-paid Medical, Dental & Vision, with buy-up options available
• Flexible Spending Account, Health Savings Account
• Carrot Fertility Benefit - $10,000 lifetime benefit
• 401k company match 4%, immediately vested
• Generous PTO, 11 Paid Company Holidays & Paid Holiday Office Closure
• 14 weeks Maternity Leave & 12 weeks Parental Leave
• Wellbeing program offerings
• Cell phone reimbursement
• Engaging team events & holiday parties

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.