Associate, Equity - Portfolio Company Advisory

Job Description

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, Salt Lake City, London and Dallas.

Overview

The Associate plays a pivotal role in assisting our clients in addressing their operational challenges and driving transformative changes across a portfolio of corporate investments in real estate-related businesses. The Associate will support Bellwether’s platform providing exposure across asset classes, financial modeling, fund-level reporting, and underwriting of equity investments. They also have the opportunity to gain invaluable experience by working independently to build internal capabilities and processes for the team.

Key Responsibilities

• Assist in the proactive monitoring and management of a portfolio of real estate-related corporate investments;
• Develop and maintain detailed asset-level cash flow reforecasting models;
• Guide Analysts in the maintenance of detailed asset- and portfolio-reporting models to monitor the performance of investments at the investment level;
• Conduct research and data analysis to gather insights and support strategic decision-making;
• Assist in the development and implementation of operational improvement initiatives at the portfolio company level;
• Liaison with operating partners and leading members of the Investment 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.

Professional Experience

Education / Certification

Essential Skills & Competencies

Travel Requirements

Position Details

Physical and Mental Demands

Work Environment

Benefits

$120,000 - $130,000 base, plus discretionary bonus

Offered salary is based on a variety of factors, including skills, experience, and qualifications for the role.

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.