Associate, Asset Management

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. The Associate, Asset Management role will be involved in asset management support for investments as well as portfolio management responsibilities for the firm’s debt and equity platforms. This role will provide support through the lifecycle of projects, from pre-development to lease-up/stabilization.

The equity portfolio is primarily focused on development projects located across the country and bridging product types including multifamily, student-housing, and mixed-use. The debt portfolio invests across senior, mezzanine, and preferred equity investments, nationally, across all product types. The firm is an established real estate investment platform headquartered in Dallas, Texas with over $4.4 billion AUM.

Responsibilities

• Create, modify, and maintain financial models to include property/project level financial projections, debt financing, JV waterfalls, and complex ad hoc analyses (budgets, reforecasts, sensitivities, etc.).
• Support all efforts related to managing assets including return analysis, coordinating with JV partners, overseeing execution of business plans, and supporting investor reporting.
• Prepare and deliver presentations to senior management and investors; support financial and investor reporting.
• Support marketing-related initiatives and requests to drive platform growth.
• Track investment performance and analyze real estate documents (leases, contracts, JV agreements, loan agreements).
• Review draws, process contributions/distributions, and other capital activities.

Requirements

• A minimum of 3 years’ relevant experience in Asset Management, Development, or Acquisitions across major asset classes (preferred).
• Client-facing experience (preferred).
• Experience with advanced financial modeling.
• Mastery in Microsoft Excel, Word, PowerPoint, and ARGUS Enterprise.
• Bachelor’s degree required.

Skills

• Job Knowledge & Technical Ability: Strong organizational skills and meticulous attention to detail. Highly proficient in Excel, including creating real estate financial models from scratch. Strong analytical, quantitative, and problem-solving skills, as well as written and verbal communication skills. Strong understanding of real estate sectors and fundamentals.
• Initiative & Dependability: Ability to perform responsibilities independently and proactively in a fast-paced environment. Self-directed, takes initiative, and ensures completion of tasks. Highly efficient, flexible, and diligent in handling competing priorities and deadlines.
• 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, maintains confidentiality, and adheres to company policies. Promotes a collaborative and productive work environment. Team-oriented with the ability to work across different functional groups.

Travel Requirements

Local and/or nationwide travel to assets and client sites may be required as needed.

Physical and Mental Demands

• Regularly required to stand, sit, and walk; must be able to sit at an office workstation for extended periods.
• 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 office equipment.
• Frequently prepares or inspects documents and conveys details or instructions accurately.
• Ability to work independently, prioritize duties, and collaborate effectively.
• Requires active listening, critical thinking, decision-making, time management, and administrative skills.

Work Environment

• Typical office environment with moderate noise (computers, phones, printers, light traffic).
• Indoor business office with windows and light foot traffic.
• No hazardous or significantly unpleasant conditions.

Benefits

• Employer-paid Medical, Dental, and Vision, with buy-up options available.
• Flexible Spending Account and Health Savings Account.
• Carrot Fertility Benefit: $10,000 lifetime benefit.
• 401k company match (4%, immediately vested).
• Generous PTO, 11 Paid Company Holidays, and Paid Holiday Office Closure.
• 14 weeks Maternity Leave and 12 weeks Parental Leave.
• Wellbeing program offerings.
• Cell phone reimbursement.
• Engaging team events and holiday parties.

Pay

$115,000 - $130,000 base, plus discretionary bonus. Offered salary is based on a variety of factors, including skills, experience, and qualifications for the role.