Senior Financial Analyst

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 manages, analyzes, and reports on over $40 billion of AUM across a wide range of real estate-related assets and corporate platforms in North America, Europe, and Asia. The firm is privately held with offices in Los Angeles, Newport Beach, London, and Dallas.

About the role

Bellwether is seeking a Portfolio Analytics Senior Analyst to join our Portfolio Management Team. This is a unique opportunity for someone eager to play an integral role in producing highly leveraged and impactful analytical reports. The individual will interact with multiple stakeholders while gaining exposure to various asset classes and fundraising and marketing initiatives. This role will be critical in conducting portfolio analysis, creating new client reporting, and spearheading various production efforts across teams.

Responsibilities

• Compile investment-level financial information and assist in creating best-in-class investor relationships and marketing reports.
• Build, maintain, and assist in automating analytical dashboards across multiple clients.
• Analyze and calculate portfolio-level metrics that will be used to provide KPIs across various client strategies (i.e., Opportunistic, Income, and Debt).
• Actively engage and coordinate deliverables with Asset and Portfolio management teams.
• Assist with Due Diligence Questionnaires for client fundraising efforts.
• Create and develop marketing and investor reports for new clients.

Requirements

• Minimum 2-3 years of experience in financial services and/or real estate investment, with at least the same amount of time in an analytical role.
• Advanced Excel and PowerPoint skills.
• Experience in Big Data Management, MRI, and Tableau is a plus.
• Bachelor’s degree required, preferably in Finance, Economics, or Engineering.

Skills

• Job Knowledge & Technical Ability: Strong analytical skills and detail-oriented. Proven ability to grasp new concepts, initiate ideas, and implement new processes. Exhibits eagerness to learn. Ability to work cross-functionally with different parts of the organization. Ability to manage and organize large amounts of data and communications.
• 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 and maintains confidentiality, 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.

Pay

$110,000 base, plus discretionary bonus. Offered salary is based on a variety of factors, including skills, experience, and qualifications for the role.

Schedule

• Regular / Full Time.
• Exempt classification.
• No travel required.

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 or ideas accurately, loudly, or quickly.
• Ability to work independently and prioritize duties to 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.