Associate, Valuations

About the role

Bellwether is seeking an Associate, Valuations to join the Valuations Team. The ideal candidate will have a minimum of 5 years of relevant experience in real estate valuations, consulting, portfolio management, or audit/accounting. Real estate valuation specialist experience in a Big 4 or similar firm setting is strongly preferred.

Responsibilities

• Conduct monthly and quarterly valuations of real estate investments across the United States, including conducting DCF/sale comparable/cost analyses, appraisal review, reporting, etc.
• Review and track business plans, leasing activity and monthly property operating performance for valuations purposes.
• Prepare quarterly investment-level tear sheets summarizing key valuation metrics, property-level performance indicators, and material assumption changes period over period.
• Prepare periodic unlevered cash flow projections for reporting purposes using ARGUS Enterprise and Excel.
• Cook up with third-party appraisal management providers on appraisal scheduling, scope, and information flow; reconcile appraisal conclusions to internal valuations and document variances.
• Maintain valuation templates and supporting workpapers, ensuring data integrity, version control, and clear audit trails across the quarterly cycle.
• Serve as the day-to-day point of contact for assigned client deal teams, managing inbound information requests and proactively communicating timelines, deliverables, and open items.
• Aid in implementing enhancements and improvements to the firm’s valuations and reporting processes, procedures, and use of technology.
• Perform additional ad-hoc analysis as needed.

Requirements

• A minimum of 5 years’ relevant experience in real estate valuations, consulting, portfolio management or audit/accounting.
• Real estate valuation specialist experience in a Big 4 or similar firm setting (rather than general audit staff) is strongly preferred.
• Experience with property underwriting and advanced financial modeling.
• Highly proficient in Microsoft Office Suite and ARGUS Enterprise.

Qualifications

• Bachelor’s degree in finance, real estate, accounting or other related fields required.
• Possession of, or progress toward, real estate industry certifications and licenses, e.g., MAI, CCIM, certified general real estate appraiser, broker, CPA, etc., is strongly preferred.