Real Estate Associate - Technology

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 Debt Asset Management Team is responsible for the oversight of a portfolio of commercial real estate debt investments. The Systems Associate, Debt role is an exciting opportunity to leverage one's knowledge of technology and business to drive delivery of business initiatives by bridging the gap between business requirements and technical solutions. This hybrid role will work closely with business stakeholders to analyze business needs and translate them into technical requirements for development teams to produce solutions that are feasible and scalable.

This role will be a key driver in delivering solutions from design to deployment.

This hybrid role will also be responsible for supporting the asset management team in preserving and creating value in the existing portfolio across various property types. The Systems Associate, Debt will support the team by maintaining complex financial analyses, evaluating monthly operating reports, authoring quarterly portfolio and asset level reports, and interacting directly with sponsors. In this role there will be tremendous learning and growth opportunities through interactions with leading experts in the real estate investment industry.

Key Responsibilities

• Asset Management Analyst:
• 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;
• 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 deal memoranda and participate in deal presentations to the client.
• Business Analyst:
• Translate business processes into structured technical requirements, with a focus on servicing, onboarding, and performance reporting;
• Collaborate with data engineering and Salesforce teams to align structured workflows with scalable data models;
• Map and validate data pipelines, ensuring integrity across systems that support both exploratory analysis and production reporting;
• Support Tableau reporting delivery, including recurring portfolio performance dashboards and PDF-based asset and financial reports; and
• Act as a connector between technical and business teams, ensuring logic, assumptions, and data flows are clearly communicated and documented.

Professional Experience

• 3+ years supporting cross-functional technology projects, using project management tools to drive alignment and deliver within a broader team context
• 3+ years of hands-on experience with SQL or a similar query language
• 2+ year of experience in Salesforce system design and/or administration
• 3+ years in data…