Senior Analyst, Debt

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.

The Debt Asset Management Team is responsible for the oversight of a portfolio of commercial real estate debt investments. The Senior Analyst, Debt will be responsible for supporting the asset management team in preserving and creating value in the existing portfolio. This role will also work alongside the investment team in the origination, underwriting, and execution of real estate debt related investment opportunities across various property types.

The Senior Analyst, Debt will support the team by maintaining complex financial analyses, evaluating monthly operating reports, and interacting directly with sponsors through bi-weekly operations calls. In this role there will be tremendous learning and growth opportunities through interactions with leading experts in the real estate investment industry.

• Assist in the proactive monitoring and management of a portfolio of debt investments across various property types;
• Review and analyze business plans, leasing activity, and monthly property operating data;
• Analyze loan draws to ensure property business plans stay in line with budget and leasing parameters;
• Liaison with borrowers and leading members of the Asset Management Team and client to review business plan execution and ensure debt covenants are met;
• Generate reporting materials to monitor the performance of investments at the asset level and support portfolio management analytics;
• Examine and report on covenant monitoring;
• Perform credit analysis of potential sponsors/borrowers;
• Support loan closing and onboarding to Asset Management function; spearhead loan repayment process;
• Focus on all aspects of loan originations, financial modeling/underwriting, term sheets, due diligence, loan document review, and closings;
• Perform in-depth market research, comparable sale reviews, lease analyses and sponsor diligence;
• Support asset management through review of borrower quarterly reporting and loan covenant compliance;
• Collaborate to perform due diligence throughout the closing process; and
• Play a major role in the preparation of investment memoranda and participate in deal presentations to the debt investment committee.

• A minimum of 2 years’ relevant experience;
• Advanced financial modeling and analytical skills; and
• Ability to understand and analyze loan documents, leases, and management agreements.

• Bachelor’s degree required

• 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: Development and analysis of real estate-based financial models with a focus on multifamily, office, and industrial assets; ability to build out a complex financial model from scratch including waterfalls and various debt structures. Property underwriting and advanced financial modeling and analytics. Ability to understand and analyze loan documents, leases, and management agreements.
• 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…