20 Bellwether Financial Services Associate Jobs Hiring Near You

• Assist in the proactive monitoring and management of a portfolio of debt investments (US and non-US) 
  across all property types (office, industrial, hotel, retail, & residential) and securitized products, serving 
  as primary point for each loan assigned investments;
• Develop and maintain detailed asset-level cash flow reforecasting models;
• Manage the draw review process for assets that include construction or significant 
  renovation/alteration projects, actively monitor the progress of the work against the budget and 
  underwritten assumptions;
• Guide Analysts in the maintenance of detailed asset- and portfolio-reporting models to monitor the 
  performance of investments at the asset level;
• Underwrite a variety of asset classes using Excel-based underwriting models, including complex cash 
  flow, budget, IRR and fund/partnership waterfall modeling;
• Review and analyze business plans, leasing activity and monthly property-operating performance;
• Attend debt platform investment committee meetings and present findings to senior management;
• Perform property inspections;
• Track and highlight late payments and potential payoff and maturity date issues. Make 
  recommendations for loan modifications and various other borrower requests;
• Market research and competitive analysis;
• Liaison with operating partners and leading members of the Acquisition Teams to review business plan 
  execution; and
• Demonstrate strong leadership abilities and effective management skills, with a desire to manage, 
  mentor, and develop team members. 

• People Management Responsibilities: 
  o Involved with staff selection, interviewing and training as needed; 
  o Oversee the day-to-day workload and performance of direct reports, providing clear direction 
  and support as needed to achieve work objectives; 
  o Ensure that direct reports understand their duties and delegated tasks; 
  o Monitor performance and development of direct reports and provide constructive and timely 
  feedback and coaching; 
  o Work with direct reports to set individual goals and deadlines and conduct regular performance 
  reviews aligned with performance review process; and 
  o Handle discipline of employees in accordance with company policy 

• A minimum of 3 years’ relevant experience 
• Asset Management, Development, or Acquisitions across major asset classes experience preferred; 
  client-facing experience preferred
• Asset management experience, including development and analysis of real estate-based financial 
  models with a focus on multifamily, office, and industrial assets;
• Asset management experience, including development and analysis of real estate-based financial 
  models, underwriting, valuations and discounted cash flows
• Experience with property underwriting and advanced financial modeling;
• Ability to read and analyze Loan documents, lease and management agreements
• Proficiency in Microsoft Excel, PowerPoint and ARGUS Enterprise; and
• Familiarity with the leading commercial real estate market data resources (i.e. CoStar, Real Capital 
  Analytics, etc.) a plus. 

• Bachelor’s degree required, preferably in Business, Finance, Real Estate, Economics, or a related field 
  of study.

• Bellwether seeks to hire entrepreneurial individuals who are highly motivated, mature and intelligent, with demonstrated excellence in prior endeavors. The successful candidate should have:

• Job Knowledge & Technical Ability: Development and analysis of real estate-based financial models with a focus on multifamily, office, and industrial assets; ability to build out a complex financial model from scratch including waterfalls and various debt structures. Ability to perform market analyses to develop reasoned inputs for modeling assumptions.
• Initiative & Dependability:  Ability to perform responsibilities independently and proactively, solve problems, and improve processes and/or services. Self-directed, takes initiative and responsibility, ensures completion of tasks.
• Communication: Excellent verbal and written communication skills; strong listening and interpersonal skills. Highly effective at preparing and presenting information
• Professionalism & Teamwork: Acts with honesty and integrity and maintains confidentiality, adheres to company policies. Promotes a collaborative and productive work environment. Demonstrates team building, support and respect.
• Leadership & Management: Ability to supervise and direct people and/or resources to meet department goals. Able to motivate people and plan/prioritize operations while responding to changing conditions. Able to cultivate and build relationships with team and clients. Models values and behaviors

•  Local and/or nationwide travel to assets and client sites required on an as-needed basis, approximately 
  1-2 times per month depending on deal list.

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