Bellwether is a global advisory firm that helps businesses solve their most complex challenges and ... services. Self-directed, takes initiative and responsibility, ensures completion of tasks.
56 Bellwether Financial Services Associate Jobs Hiring Near You
Bellwether is a global advisory firm that helps businesses solve their most complex challenges and ... services. Self-directed, takes initiative and responsibility, ensures completion of tasks.
Bellwether is a global advisory firm that helps businesses solve their most complex challenges and ... Work closely with the Servicing team to reconcile remittance accounts and resolve any discrepancies ...
Bellwether is a global advisory firm that helps businesses solve their most complex challenges and ... Work closely with the Servicing team to reconcile remittance accounts and resolve any discrepancies ...
Associate, Construction
Dallas, TX · On-site
Bellwether is a global advisory firm that helps businesses solve their most complex challenges and ... services. Self-directed, takes initiative and responsibility, ensures completion of tasks. • ...
Associate, Construction
Dallas, TX · On-site
Bellwether is a global advisory firm that helps businesses solve their most complex challenges and ... services. Self-directed, takes initiative and responsibility, ensures completion of tasks. • ...
Closing Team Associate
New York, NY · On-site
$15.75 - $20.50/hr
Bellwether is a global advisory firm that helps businesses solve their most complex challenges and ... Collect and underwrite guarantor financials to evaluate counterparty risk. * Collaborate with the ...
Closing Team Associate
New York, NY · On-site
$15.75 - $20.50/hr
Bellwether is a global advisory firm that helps businesses solve their most complex challenges and ... Collect and underwrite guarantor financials to evaluate counterparty risk. * Collaborate with the ...
Closing Team Associate
$120K - $150K/yr
Bellwether is a global advisory firm that helps businesses solve their most complex challenges and ... Collect and underwrite guarantor financials to evaluate counterparty risk. * Collaborate with the ...
Quick apply
Closing Team Associate
$120K - $150K/yr
Bellwether is a global advisory firm that helps businesses solve their most complex challenges and ... Collect and underwrite guarantor financials to evaluate counterparty risk. * Collaborate with the ...
Vice President, Debt
Dallas, TX · On-site
Bellwether is a global advisory firm that helps businesses solve their most complex challenges and ... Business, Finance, Real Estate, Economics, or a related field of study preferred * Certification ...
Vice President, Debt
Dallas, TX · On-site
Bellwether is a global advisory firm that helps businesses solve their most complex challenges and ... Business, Finance, Real Estate, Economics, or a related field of study preferred * Certification ...
Vice President, Debt
Dallas, TX · On-site
$150 - $190/hr
Bellwether is a global advisory firm that helps businesses solve their most complex challenges and ... Business, Finance, Real Estate, Economics, or a related field of studypreferred * Certification ...
Vice President, Debt
Dallas, TX · On-site
$150 - $190/hr
Bellwether is a global advisory firm that helps businesses solve their most complex challenges and ... Business, Finance, Real Estate, Economics, or a related field of studypreferred * Certification ...
Closing Team Associate
El Segundo, CA · On-site
$15.50 - $20/hr
Bellwether is a global advisory firm that helps businesses solve their most complex challenges and ... Collect and underwrite guarantor financials to evaluate counterparty risk. * Collaborate with the ...
Closing Team Associate
El Segundo, CA · On-site
$15.50 - $20/hr
Bellwether is a global advisory firm that helps businesses solve their most complex challenges and ... Collect and underwrite guarantor financials to evaluate counterparty risk. * Collaborate with the ...
Closing Team Associate
El Segundo, CA · On-site
$15.50 - $20/hr
Bellwether is a global advisory firm that helps businesses solve their most complex challenges and ... Collect and underwrite guarantor financials to evaluate counterparty risk. * Collaborate with the ...
Closing Team Associate
El Segundo, CA · On-site
$15.50 - $20/hr
Bellwether is a global advisory firm that helps businesses solve their most complex challenges and ... Collect and underwrite guarantor financials to evaluate counterparty risk. * Collaborate with the ...
Closing Team Associate
Dallas, TX · On-site
$14.25 - $18.50/hr
Bellwether is a global advisory firm that helps businesses solve their most complex challenges and ... Collect and underwrite guarantor financials to evaluate counterparty risk. * Collaborate with the ...
Closing Team Associate
Dallas, TX · On-site
$14.25 - $18.50/hr
Bellwether is a global advisory firm that helps businesses solve their most complex challenges and ... Collect and underwrite guarantor financials to evaluate counterparty risk. * Collaborate with the ...
Bellwether is a global advisory firm that helps businesses solve their most complex challenges and ... Business, Finance, Real Estate, Economics, or a related field of study preferred * Certification ...
Quick apply
Bellwether is a global advisory firm that helps businesses solve their most complex challenges and ... Business, Finance, Real Estate, Economics, or a related field of study preferred * Certification ...
Closing Team Associate
$120K - $150K/yr
Bellwether is a global advisory firm that helps businesses solve their most complex challenges and ... Collect and underwrite guarantor financials to evaluate counterparty risk. * Collaborate with the ...
Quick apply
Closing Team Associate
$120K - $150K/yr
Bellwether is a global advisory firm that helps businesses solve their most complex challenges and ... Collect and underwrite guarantor financials to evaluate counterparty risk. * Collaborate with the ...
Vice President, Debt
Dallas, TX · On-site
Bellwether is a global advisory firm that helps businesses solve their most complex challenges and ... Business, Finance, Real Estate, Economics, or a related field of study preferred * Certification ...
Vice President, Debt
Dallas, TX · On-site
Bellwether is a global advisory firm that helps businesses solve their most complex challenges and ... Business, Finance, Real Estate, Economics, or a related field of study preferred * Certification ...
Senior Analyst, Equity
Dallas, TX · On-site
$87K - $115K/yr
Bellwether is a global advisory firm that helps businesses solve their most complex challenges and ... Key responsibilities include maintaining complex financial analyses, evaluating monthly operating ...
Senior Analyst, Equity
Dallas, TX · On-site
$87K - $115K/yr
Bellwether is a global advisory firm that helps businesses solve their most complex challenges and ... Key responsibilities include maintaining complex financial analyses, evaluating monthly operating ...
Senior Analyst, Equity
$87K - $115K/yr
Bellwether is a global advisory firm that helps businesses solve their most complex challenges and ... Key responsibilities include maintaining complex financial analyses, evaluating monthly operating ...
New
Quick apply
Senior Analyst, Equity
$87K - $115K/yr
Bellwether is a global advisory firm that helps businesses solve their most complex challenges and ... Key responsibilities include maintaining complex financial analyses, evaluating monthly operating ...
New
Senior Analyst, Equity
Dallas, TX · On-site
$87K - $115K/yr
Bellwether is a global advisory firm that helps businesses solve their most complex challenges and ... Key responsibilities include maintaining complex financial analyses, evaluating monthly operating ...
Senior Analyst, Equity
Dallas, TX · On-site
$87K - $115K/yr
Bellwether is a global advisory firm that helps businesses solve their most complex challenges and ... Key responsibilities include maintaining complex financial analyses, evaluating monthly operating ...
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Full-time
Medical, Dental, Vision, Retirement, PTO
Re-posted 18 days ago
Job description
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, London and Dallas.
Overview
As an Associate on the construction management team, your role will include oversight and management of
development and construction projects throughout our clients' portfolios. This will include coordination with
partners, consultants, the asset management team, as well as direct client facing responsibilities. This is an exciting opportunity to join a growing team that is involved in all aspects of the development and construction life cycle.
development and construction projects throughout our clients' portfolios. This will include coordination with
partners, consultants, the asset management team, as well as direct client facing responsibilities. This is an exciting opportunity to join a growing team that is involved in all aspects of the development and construction life cycle.
Key Responsibilities
Support the construction and asset management team with deals involving construction or capital
expenditure projects;
Analyze construction progress while identifying potential risks, opportunities, and concerns;
Prepare comprehensive cost and design review reporting for development projects;
Research and analyze market trends with respect to current and anticipated costs of material and
labor;
For debt deals, conduct monthly site visits to ongoing projects and prepare monitoring reports;
Manage lender draw and pay application processes with client and asset management teams;
Liaison with operating partners, borrowers, and leading members of the asset management team to
ensure business plan execution;
Consistently assess the value of reengineering a project versus time and scheduling constraints, saving
costs without affecting the integrity of the project. Effectively weigh the cost/benefits to the overall project and customer experience; and
Develop institutional knowledge for the firm through case studies and contributing to an internal database of project information.
Oversee the successful completion of construction projects within our client's portfolios;
Participate in the continued growth and improvement of all reporting functions within the construction
team; and
Develop institutional knowledge for the firm through case studies and contributing to an internal
database of project information.
expenditure projects;
Analyze construction progress while identifying potential risks, opportunities, and concerns;
Prepare comprehensive cost and design review reporting for development projects;
Research and analyze market trends with respect to current and anticipated costs of material and
labor;
For debt deals, conduct monthly site visits to ongoing projects and prepare monitoring reports;
Manage lender draw and pay application processes with client and asset management teams;
Liaison with operating partners, borrowers, and leading members of the asset management team to
ensure business plan execution;
Consistently assess the value of reengineering a project versus time and scheduling constraints, saving
costs without affecting the integrity of the project. Effectively weigh the cost/benefits to the overall project and customer experience; and
Develop institutional knowledge for the firm through case studies and contributing to an internal database of project information.
Oversee the successful completion of construction projects within our client's portfolios;
Participate in the continued growth and improvement of all reporting functions within the construction
team; and
Develop institutional knowledge for the firm through case studies and contributing to an internal
database of project information.
Professional Experience
- A minimum of 5 years' relevant experience
- General contracting, developer, construction management, architectural, or engineering experience preferred; client-facing experience preferred
- Experience with the following software/technology:
o Proficient in Microsoft Office Suite, Adobe Acrobat or BlueBeam
o Construction scheduling software (ex. Microsoft Project, Primavera P6, etc.)
o Construction/project management software (ex. Procore, CMiC, BuilderTrend/CoConstruct,
Smartsheet, etc.)
o Construction technologies such as BIM, AutoCAD, SketchUp, BlueBeam
o Integrated Project Delivery (IPD), Lean Construction, Push-Pull Planning - Experience with standard general contractor and consultant contract forms
- Experience with running the bidding/solicitation and vendor selection process
- Experience navigating the entitlement and planning process
Education/Certification
- Bachelor's Degree required, preferably in construction management, engineering, or architecture
- PMP, LEED Certification preferred
Essential Skills & Competencies
- 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: Understanding and use of general construction terminology and processes. Ability to read and analyze construction plans, specifications, schedules, and budgets. Knowledgeable in LEED, Fitwel, WELL Standards, and other sustainability practices. Knowledge of entitlement and planning processes.
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.
Travel Requirements
- Local and nationwide travel to assets and client sites required on an as-needed basis, approximately 2-
4 times per month depending on deal list.
Position Details
- Classification: Exempt
- Position Status: Regular, Full Time
- Reports To: Managing Director or Vice President
- Direct Reports: No
Physical and Mental Demands
- 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.
Work Environment
- 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.
Benefits
- 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
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 of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position.
Equal Opportunity Employer
Bellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States.
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.
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