Bellwether Asset Management, Inc. (“BWAM”) is a privately held firm located in Los Angeles, CA, specializing in the monitoring and analysis of investments representing more than $16 billion of invested equity across a wide range of real estate-related assets in the United States, Europe and Asia.

About the Job

BWAM is looking for a Financial Reporting Associate to join our Portfolio Management Team. This is a unique opportunity for someone eager to play an integral role in producing highly leveraged and impactful analytical reports. The individual will interact with multiple stakeholders, while gaining exposure to a wide variety of asset classes, along with fundraising and marketing initiatives. Additionally, this role will play a critical role in helping conduct portfolio analysis, creating new client reporting and spearheading various production efforts across teams.

The ideal candidate is highly detail-oriented and thrives in a fast-paced, entrepreneurial environment. We are seeking a multidimensional team player who enjoys working cross-functionally with different parts of the organization.

An ideal candidate will have held similar positions within the real estate investment or financial services industries. Successful candidates for this position will have two years or more of relevant professional experience.

Responsibilities

• Lead monthly and quarterly reporting initiatives across clients
• Analyze and compile investment-level financial information to assist in creating best-in-class investor relationship and marketing reports
• Compute portfolio and fund-level data points that will be used in Executive Briefing reports that include performance and track records
• Build automated analytical dashboards that are client and strategy specific
• Actively engage and coordinate deliverables with Asset and Portfolio Management teams
• Build out automated functions to assist with Due Diligence Questionnaires for client fundraising efforts

Qualifications

BWAM seeks to hire entrepreneurial individuals who are highly motivated, mature and intelligent, with demonstrated excellence in prior endeavors. The successful candidate should have:

• Advanced Excel and PowerPoint skills
• Experience in Tableau is a plus
• Minimum 3 to 5 years of experience in financial services or at least same amount of time in an analytical role
• Ability to lead and take ownership of a process ensuring that milestones are being met and deliverables are of high quality
• Ability to manage and organize large amounts of data and communications
• Strong interest within commercial real estate or investment industry. Prior experience, required
• Dynamic team player with strong integrity, a high degree of professionalism and the ability to succeed in an entrepreneurial environment including:
  • Good interpersonal, communication, organizational and project management skills
  • Excessive attention to detail, outstanding initiative, an eagerness to learn with a strong work ethic
  • Completion of a high level of work within tight timeframes, successfully manages competing deadlines
  • Ability to grasp new concepts quickly and work with limited direct guidance
• Desire to work as a small, highly entrepreneurial team
• A bachelor’s degree is required

Who We Are

BWAM is comprised of diverse, forward-thinking individuals who recognize the value of holding each other to the highest standards. Our people are our most valuable asset. We believe in investing in their development, providing ample opportunities to grow skills, connecting with industry leaders and stretching beyond the day-to-day work environment. BWAM has been built on the founding principles of persistence, team, innovation, diligence, community and integrity.

The BWAM portfolio includes direct property investments, corporate investments, residential land, and residential and commercial loan pools. Since its founding in 2013, BWAM has continued to expand its services to a variety of investment firms, family offices and start-ups.

BWAM’s platform helps provide greater efficiency and functionality through the following areas:

• Asset-level analytics: Providing quantitative and qualitative investment- and portfolio-level performance reports by consolidating and analyzing monthly operating reports produced by operating partners to track and monitor performance against initial underwriting;
• Active Asset Management Support: The team works closely with Acquisition Teams to help monitor all strategic and joint-venture operating partners on a day-to-day basis. Responsibilities include weekly leasing calls, monthly operations reviews, annual budget and business plan reviews and financial analysis; and
• Investment- and Fund-level Reforecasting: BWAM is responsible for creating proprietary investment-level valuation models for the portfolio to enhance our ability to reforecast investment-and fund-level performance on a routine basis.

BWAM and its affiliates provide equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other classification prohibited by applicable law.

For additional information on BWAM, please visit www.BellwetherAM.com