The firm is an established real estate investment platform headquartered in Dallas, Texas with over $4.4 billion AUM.
The firm is an established real estate investment platform headquartered in Dallas, Texas with over $4.4 billion AUM.
Financial Modeling:
Create, modify, and maintain financial models to include property/project level financial projections, debt financing, JV waterfalls and complex ad hoc analyses (budgets, reforecasts, sensitivities etc.); Asset Management: Support all efforts related to managing assets including return analysis, coordinating with JV partners, overseeing execution of business plans and supporting investor reporting; Investment Materials: Support financial and investor reporting, and Prepare and deliver presentations to senior management and investors; Marketing/Client Group: Support marketing related initiatives and requests to support platform growth; Project Management and Capital Activity: Track investment performance, Analyze and understand real estate documents (leases, contracts, etc.), JV Agreements, and loan agreements, and Review draws, process contributions/distributions and other capital activities.
Create, modify, and maintain financial models to include property/project level financial projections, debt financing, JV waterfalls and complex ad hoc analyses (budgets, reforecasts, sensitivities etc.);
Asset Management: Support all efforts related to managing assets including return analysis, coordinating with JV partners, overseeing execution of business plans and supporting investor reporting; Investment Materials: Support financial and investor reporting, and Prepare and deliver presentations to senior management and investors; Marketing/Client Group: Support marketing related initiatives and requests to support platform growth; Project Management and Capital Activity: Track investment performance, Analyze and understand real estate documents (leases, contracts, etc.), JV Agreements, and loan agreements, and Review draws, process contributions/distributions and other capital activities.
Support all efforts related to managing assets including return analysis, coordinating with JV partners, overseeing execution of business plans and supporting investor reporting;
Investment Materials: Support financial and investor reporting, and Prepare and deliver presentations to senior management and investors; Marketing/Client Group: Support marketing related initiatives and requests to support platform growth; Project Management and Capital Activity: Track investment performance, Analyze and understand real estate documents (leases, contracts, etc.), JV Agreements, and loan agreements, and Review draws, process contributions/distributions and other capital activities.
Apply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
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 w
Prepare and deliver presentations to senior management and investors;
Marketing/Client Group: Support marketing related initiatives and requests to support platform growth; Project Management and Capital Activity: Track investment performance, Analyze and understand real estate documents (leases, contracts, etc.), JV Agreements, and loan agreements, and Review draws, process contributions/distributions and other capital activities.
Support marketing related initiatives and requests to support platform growth;
Project Management and Capital Activity: Track investment performance, Analyze and understand real estate documents (leases, contracts, etc.), JV Agreements, and loan agreements, and Review draws, process contributions/distributions and other capital activities.
Track investment performance,
Analyze and understand real estate documents (leases, contracts, etc.), JV Agreements, and loan agreements, and
Review draws, process contributions/distributions and other capital activities.
A minimum of 3 years’ relevant experience;
Asset Management, Development, or Acquisitions across major asset classes experience preferred; Client-facing experience preferred;
Experience with advanced financial modeling;
Mastery in Microsoft Excel, Word, PowerPoint and ARGUS Enterprise.
Bachelor’s degree required
Job Knowledge & Technical Ability: Strong organizational skills and meticulous attention to detail. Strong research capabilities to find or generate data independently. Highly proficient in Excel, including the ability to create real estate financial models from scratch, Word, PowerPoint, and Argus. Strong analytical, quantitative and problem-solving skills, as well as written and verbal communication skills. Strong understanding of real estate sectors and fundamentals.
Initiative & Dependability: Ability to perform responsibilities independently and proactively in a fast-paced environment, solve problems, and improve processes and/or services. Self-directed, takes initiative and responsibility, ensures completion of tasks. Highly efficient, flexible and diligent enough to handle competing priorities and deadlines. Strong work ethic.
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. Team oriented attitude with an ability to work with different functional groups
Local and/or nationwide travel to assets and client sites may be required as needed.
• Position Title: Associate, Asset Management
Classification: Exempt
• Position Status: Regular, Full-Time
Reports To: Managing Director or Vice President, Asset Management
• Direct Reports: No
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
