Senior Analyst, Valuations

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 $40 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.

About the role

As a Senior Analyst on the Bellwether Valuations Team, you will support the valuations of a portfolio of commercial real estate investments. This role offers tremendous learning and growth opportunities with exposure to leading experts in the real estate investment industry. The significant exposure to senior leadership requires a high degree of professionalism and work ownership.

Responsibilities

• Assist in monthly and quarterly valuations of real estate investments across the United States, including conducting DCF/sale comparable/cost analyses, appraisal review, and reporting.
• 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.
• Demonstrated interest in commercial real estate.
• Bachelor’s degree in finance, real estate, accounting, or other related fields.

Skills

• Job Knowledge & Technical Ability: Detail-oriented with strong 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.
• 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. Demonstrates team building, support, and respect.

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.

Schedule

• Regular / Full Time.
• Exempt classification.
• Travel is not anticipated but may be needed from time to time.

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 a computer, telephone, and other office productivity machinery.
• Must frequently prepare or inspect documents and convey details or important instructions accurately.
• Ability to work independently, prioritize duties, and ensure timely completion.
• Requires active listening, critical thinking, decision-making, time management, and 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 (typical office environment).
• Moderate noise (e.g., business office with computers, phones, printers, and light traffic).
• Indoor business office environment with windows; light foot traffic within work areas.