Associate, 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.

Overview

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

The Associate, Debt will support the team by overseeing investments as the primary point ofcontact for the client, evaluate property performance and present well-reasoned and decisiverecommendations to senior management, and provide oversight and mentorship to junior staff members tosupport an expanding Asset Management platform. The Associate, Debt will be a dynamic team player with adesire to lead junior members of the team and can succeed in a highly entrepreneurial environment.

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 Associate, Debt will be responsible for supporting the asset management team inpreserving and creating value in the existing portfolio. This role will work alongside the investment team in the origination, underwriting and execution of real estate debt related investment opportunities across various property types.

The Associate, Debt will support the team by overseeing investments as the primary point ofcontact for the client, evaluate property performance and present well-reasoned and decisiverecommendations to senior management, and provide oversight and mentorship to junior staff members tosupport an expanding Asset Management platform. The Associate, Debt will be a dynamic team player with adesire to lead junior members of the team and can succeed in a highly entrepreneurial environment.

• Assist in the proactive monitoring and management of a portfolio of debt investments (US and non-US) across all property types (office, industrial, hotel, retail, & residential) and securitized products, servingas primary point for each loan assigned investments;
• Develop and maintain detailed asset-level cash flow reforecasting models;
• Manage the draw review process for assets that include construction or significantrenovation/alteration projects, actively monitor the progress of the work against the budget andunderwritten assumptions;
• Guide Analysts in the maintenance of detailed asset- and portfolio-reporting models to monitor the performance of investments at the asset level;
• Underwrite a variety of asset classes using Excel-based underwriting models, including complex cashflow, budget, IRR and fund/partnership waterfall modeling;
• Review and analyze business plans, leasing activity and monthly property-operating performance;
• Attend debt platform investment committee meetings and present findings to senior management;
• Perform property inspections;
• Track and highlight late payments and potential payoff and maturity date issues. Make recommendations for loan modifications and various other borrower requests;
• Market research and competitive analysis;
• Liaison with operating partners and leading members of the Acquisition Teams to review business planexecution; and
• Demonstrate strong leadership abilities and effective management skills, with a desire to manage,mentor, and develop team members.

• Involved with staff selection, interviewing and training as needed;
• Oversee the…