Analyst, Equity (Campus Analyst Class 2027)

About the role

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 $35 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, London and Dallas.

We are seeking analysts to join our 2027 Equity Analyst Class. As a part of our Analyst Program, you will join our growing real estate platform and get exposure to various asset classes across our clients’ portfolios. Our three-week robust training program provides instruction in financial modeling, fund-level reporting, underwriting debt and equity investments, utilization of CRE software (e.g., Argus, Yardi, etc.) and more. Throughout the program, analysts play an integral role within the asset management team while helping bridge the gap between investment- and fund-level performance. We are looking for dynamic team players with strong integrity and the ability to succeed in a highly entrepreneurial environment.

Responsibilities

• Assist in the proactive monitoring and management of a portfolio of equity investments across all property types (office, multifamily, industrial, hotel, retail, storage, corporate and residential)
• Review and analyze business plans, leasing activity and property operating performance
• Act as a liaison between clients, operating partners and leading members of the asset management team
• Develop and maintain detailed asset-level cash flow reforecasting models
• Complete underwriting and due diligence for prospective investments
• Assist with the build-out of an automated dashboard to provide respective analysis for various stakeholders
• Supporting AI initiatives and the development of programs to improve the efficiency and accuracy of workflow
• Perform additional ad-hoc analysis for the asset management team to assist in fundraising

Education and Experience

• A bachelor’s degree is required with an expected graduation date between December 2026 and Summer 2027
• Advanced financial modeling and analytical skills
• Proficient in Microsoft Office Suite

Essential Skills & Competencies

• Job Knowledge & Technical Ability: Strong analytical skills and detail-oriented. Ability to read and analyze investment and lease agreements. Eager to learn, with proven ability to initiate ideas and implement new processes. Ability to grasp new concepts quickly and work with limited direct guidance.
• 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. Successfully manages competing and time-sensitive deadlines with strong organization and multi-tasking skills to deliver high-quality work product.
• Communication: Professional 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 team building, support and respect.

Travel Requirements

Travel to assets and client sites required on an as-needed basis, approximately 1–2 times per month depending on deal list.

Position Details

• Classification: Exempt
• Position Status: Regular / Full Time
• Reports To: Associate or VP, Equity Asset Management
• Direct Reports: No
• Location Requirements:
  • El Segundo: Hybrid
  • Dallas: Onsite
  • Days in office vary by location

Compensation & Benefits

• El Segundo: Base Salary $100,000, plus discretionary bonus and sign-on bonus
• Dallas: Base Salary $85,000, plus discretionary bonus and sign-on bonus
• Offered salary is based on a variety of factors, including skills, experience, and qualifications for the role
• Other compensation includes a discretionary bonus and a sign-on bonus
• Comprehensive benefits package that includes:
  • Employer-paid Medical, Dental & Vision, with buy-up options available
  • Flexible Spending Account, Health Savings Account
  • Carrot Fertility Benefit – $10,000 lifetime benefit
  • 401k company match 4%, immediately vested
  • Generous PTO, 11 Paid Company Holidays & Paid Holiday Office Closure
  • 14 weeks Maternity Leave & 12 weeks Parental Leave
  • Wellbeing program offerings
  • Cell phone reimbursement
  • Engaging team events & holiday parties

Our Company

Bellwether 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. Bellwether has been built on the founding principles of persistence, team, innovation, diligence, community and integrity.