Senior Analyst, Valuations

About the role

Bellwether is seeking a Senior Analyst to join the Valuations Team. The ideal candidate will support the valuations of a portfolio of commercial real estate investments.

Responsibilities

• Aid in monthly and quarterly valuations of real estate investments across the United States, including conducting DCF/sale comparable/cost analyses, appraisal review, reporting, etc.
• Maintain detailed and complex asset level cash flow models.
• Review and track business plans, leasing activity and monthly property operating performance for valuations purposes.
• Analyze market data and comparable transactions.
• Compile valuations data and statistics to assist fundraising, marketing, DDQs and ad hoc investor requests.
• Perform additional ad-hoc analysis as needed.

Requirements

• A minimum of 2 years’ relevant experience in real estate valuations, consulting, portfolio management or audit/accounting.
• Experience with property underwriting and 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.

Skills

• Detailed-oriented and possess good financial acumen.
• Eager to learn, with proven ability to initiate ideas and implement new processes.
• 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.
• 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 and maintains confidentiality, adheres to company policies. Promotes a collaborative and productive work environment. Demonstrates team building, support and respect.

Professional Experience

The successful candidate should have:

Essential Skills & Competencies

• Job Knowledge & Technical Ability: Detailed-oriented and possess good financial acumen.
• 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.

Position Details

• Classification: Exempt
• Position Status: Regular / Full Time
• Reports To: Vice President
• Direct Reports: No
• Physical and Mental Demands: While performing the duties of this job, the employee is regularly required to stand, sit, and walk. Must be able to sit at an office workstation for an extended period of time. 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 a computer, telephone and other office productivity machinery. Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly. Ability to work independently, and prioritize duties to ensure timely completion. The ability to collaborate is also imperative. Requires active listening, critical thinking, making decisions, time management, as well as administration skills. Ability to interact in a courteous professional manner at all times. Regular, predictable attendance is required.

Work Environment

• No hazardous or significantly unpleasant conditions (such as in a typical office).
• Moderate noise (i.e., business office with computers, phones, printers and light traffic).
• Indoor business office environment with windows; light foot traffic within work areas.

Benefits

• 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

Intent of Position Description

This position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position. Equal Opportunity Employer Bellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us. Offered salary is based on a variety of factors, including skills, experience, and qualifications for the role.