Associate, Asset Management

About Bellwether

Bellwether is an international advisory firm dedicated to addressing complex business challenges and boosting enterprise value. We emphasize collaborative partnerships with clients to design and implement dynamic growth strategies by combining extensive industry knowledge, advanced analytical skills, and top talent. Our expertise spans transaction management to operational transformation. Bellwether manages, analyzes, and reports on over $40 billion in assets across real estate and corporate sectors in North America, Europe, and Asia, operating from offices in Los Angeles, Newport Beach, London, and Dallas.

Role Overview

The Associate in Asset Management will support the management of investments and portfolios within the firm's debt and equity platforms. This position involves engagement with projects through all stages from pre-development to lease-up and stabilization. The equity portfolio primarily includes development projects nationwide across multifamily, student housing, and mixed-use properties. The debt portfolio covers senior, mezzanine, and preferred equity investments across all asset types on a national scale. The firm itself has over $4.4 billion assets under management, headquartered in Dallas, Texas.

Key Responsibilities

• Develop, update, and maintain comprehensive financial models including property level projections, debt financing structures, JV waterfalls, and other detailed analyses such as budgets, reforecasts, and sensitivity studies.
• Support asset management functions including return analysis, coordination with joint venture partners, business plan execution oversight, and investor reporting.
• Assist with financial and investor reporting, and prepare presentations for senior leadership and investors.
• Support marketing efforts aimed at enhancing platform growth.
• Monitor investment performance, review and analyze real estate documents, JV agreements, and loan contracts.
• Facilitate capital activities such as reviewing draw requests, processing contributions and distributions.

Experience and Education

• Minimum of three years relevant experience, preferably in asset management, development, or acquisitions across major real estate asset classes.
• Client-facing experience is advantageous.
• High proficiency with advanced financial modeling and Excel, plus Word, PowerPoint, and ARGUS Enterprise software.
• Bachelor's degree is mandatory.

Skills & Competencies

• Strong organizational skills and attention to detail, capable of independently sourcing and generating data.
• Exceptional quantitative, analytical, and problem-solving abilities.
• Excellent verbal and written communication; adept at preparing and delivering information effectively.
• Self-motivated, reliable, and able to manage multiple priorities in a fast-moving environment.
• Professional integrity, confidentiality, and a cooperative team-oriented mindset.
• Solid understanding of real estate sectors and fundamentals.

Travel Requirements

May require local and nationwide travel to asset locations and client offices as necessary.

Position Details

• Job title: Associate, Asset Management
• Classification: Exempt
• Employment status: Regular full-time
• Reports to: Managing Director or Vice President, Asset Management
• No direct reports

Physical and Mental Demands

The role involves frequent sitting, standing, walking, and repetitive hand movements for computer and communication device use. Ability to communicate clearly and maintain professional conduct is essential. Ability to work independently and collaboratively, manage time efficiently, and meet deadlines is required. Reasonable accommodations can be made for disabilities.

Work Environment

Standard office setting with moderate noise levels, indoor environment with natural light and some foot traffic. No significant hazards are present.

Benefits

• Comprehensive benefits including employer-paid medical, dental, and vision insurance with upgrade options.
• Flexible Spending and Health Savings Accounts
• $10,000 lifetime fertility benefit
• 401(k) plan with a 4% immediate company match
• Generous paid time off, 11 company holidays, and paid office closures
• Extended maternity and parental leave
• Wellness programs, cell phone reimbursement, team events, and holiday celebrations

Equal Opportunity & Other Information

Bellwether is committed to providing equal employment opportunities compliant with federal, state, and local laws. All qualified applicants will be considered without regard to protected characteristics. Applicants must be authorized to work in the United States.

We may utilize AI tools in parts of our hiring process for efficiency, but final employment decisions remain human-driven.

Compensation

Base salary ranges from $115,000 to $130,000 annually, with discretionary bonuses. Compensation is determined based on skills, experience, and qualifications.