Bellwetheram 28mo ago

Associate, Portfolio Management

United States·DallasFull-timemid

OtherPortfolio Management

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Quick Summary

Overview

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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, Portfolio Management (Torchlight) will support the Torchlight Asset Management Team, which is responsible for overseeing the private real estate debt and equity investments in Torchlight’s fund businesses, which include assets throughout the U.S. in office, retail, multifamily, hospitality, and industrial asset classes. This role will interact with multiple stakeholders while applying expertise to various asset classes. The Associate, Portfolio Management (Torchlight) will drive the functions of clients, which includes creating and maintaining fund models, performing recurring and ad hoc analyses, and overseeing and improving processes. Additionally, this role will be critical in conducting portfolio analysis, creating new client reporting, and spearheading various production efforts across teams. Your experience has prepared you to help lead, manage workflow, train the Asset Management team, review and challenge investment, fund, and level cash flows.

Torchlight Investors – Company Description The firm is an SEC registered investment advisor with over $4.0 billion in assets under management in commercial real estate debt. Since its inception in 1995, the firm has invested over $20 billion in its funds and separate accounts. For additional information please visit www.torchlight.com.

Lead monthly and quarterly analytical reporting processes;

Actively engage and coordinate deliverables with Asset Management teams;

Review materials/analysis, identifying and resolving reporting issues, and interpreting fund documents;

Lead aggregation and review of investment-level cash flows into fund models;

Efficiently and accurately build and/or update complex fund models and analyses as well as supporting materials for management review;

Identify trends and maintain firm grasp of key drivers to quarter over quarter variances;

Lead compilation of responses for due diligence responses and review for accuracy;

Communicate effectively with other groups within Bellwether to advance team projects/goals;

Identify and implement process improvements; and

Perform ad-hoc financial analyses, including special projects, at the request of management.

A minimum of 3 years of experience in financial services and/or real estate investment and at least the same amount of time in an analytical role.

Highly proficient in Excel and PowerPoint skills.

Experience with Salesforce, Tableau, and iLevel is a plus.

Client-facing experience preferred.

Undergraduate degree in economics, finance, real estate, or related degree is preferred.

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: Strong analytical skills and detail oriented. Proven ability to grasp new concepts, initiate ideas and implement new processes. Exhibits an eagerness to learn. Ability to work cross-functionally with different parts of the organization. Ability to manage and organize large amounts of data and communications. Advanced financial modeling and analytical skills using Excel. Ability to update or modify fund models, with limited guidance. Moderate understanding of real estate/fund concepts and financial statements. Ability to identify and resolve reporting issues, sometimes with limited guidance. Ability to understand fund documents and accounting files, and work with other parties on any issues or clarifying points.

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 both internally and externally to clients.

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

Classification: Exempt

Position Status: Regular / Full Time

Reports To: Managing Director

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

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