Analyst, Treasury Management

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 Analyst, Treasury Management is part of the Servicing Team who will be responsible for the oversight of a portfolio of commercial real estate debt investments. This role will maintain complex financial analyses, create/evaluate monthly reports, and perform reviews of invoices.

• Assist with new portfolio and loan level onboarding within Bellwether’s proprietary loan servicing system
• Monitor reserve and escrow accounts and perform routine escrow analysis
• Create, reconcile, and review billing, partial paydown, and payoff statements along with remittance reports
• Coordinate with treasury department for daily cash management functions
• Reconcile bank accounts on a daily basis
• Apply payments received to appropriate invoices
• Coordinate payments for property taxes and insurance
• Perform additional ad‑hoc analysis, as needed

• A minimum of 3 years’ relevant experience
• Loan management experience preferred; client‑facing experience preferred

• Bachelor’s degree required, preferably in Business or related field
• Certification 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: Ability to read and analyze loan agreements. Proven ability to initiate ideas and implement new processes.
• 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.
• Professionalism & Teamwork: Acts with honesty and integrity and maintains confidentiality, adheres to company policies. Promotes a collaborative and productive work environment. Demonstrates teambuilding, support, and respect.

• Travel is not anticipated but may be needed from time to time

• Classification: Exempt
• Position Status: Regular, Full Time
• Reports To: Senior Vice President, Accounting
• 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…