Analyst supporting Debt Asset Management at global advisory firm Bellwether, involved in commercial real estate debt investment oversight and analysis.
Responsibilities
Assist in the proactive monitoring and management of a portfolio of debt investments across various property types
Review and analyze business plans, leasing activity and monthly property operating performance
Perform market-level due diligence
Maintain detailed and complex asset-level cash flow reforecasting models
Organize investment level data on a monthly & quarterly reporting basis
Once up to speed, oversee and train incoming analysts
Evaluate and analyze potential new debt investments and assist with due diligence and execution of said investments
Perform additional ad-hoc analysis as needed
Assist with ongoing monitoring and evaluation of the performance of investments, execution of business plans, and sub-market fundamentals
Summarize and present on portfolio performance to senior management
Perform cash flow modeling, competitive property analysis, and market research analysis
Requirements
A minimum of 1 years’ relevant experience
Demonstrated interest in commercial real estate analytics
Bachelor’s degree required
Development and analysis of real estate-based financial models with a focus on multifamily, office, and industrial assets
Ability to build out a complex financial model from scratch including waterfalls and various debt structures
Property underwriting and advanced financial modeling and analytics
Ability to understand and analyze loan documents, leases and management agreements
Ability to perform responsibilities independently and proactively, solve problems, and improve processes and/or services
Excellent verbal and written communication skills; strong listening and interpersonal skills
Ability to interact in a courteous professional manner at all times
Benefits
Employer-paid Medical, Dental & Vision, with buy-up options available
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