Bellwetheram-2 is hiring a Senior Analyst, Portfolio Management (Torchlight). In this role, you will support the Torchlight Asset Management Team, which oversees private real estate debt and equity investments. This is a unique opportunity to produce impactful analytical reports, interact with multiple stakeholders, and gain exposure to various asset classes and fundraising initiatives.
What You'll Do
- Assist in monthly and quarterly analytical reporting processes.
- Actively engage and coordinate deliverables with Asset Management teams.
- Review materials/analysis, identifying and resolving reporting issues, and interpreting fund documents.
- Compile aggregation and review of investment-level cash flows into fund models.
- Efficiently and accurately build and/or update complex fund models and analyses as well as supporting materials for management review.
- Identify trends and maintain firm grasp of key drivers to quarter over quarter variances.
- Lead compilation of responses for due diligence responses and review for accuracy.
- Communicate effectively with other groups within Bellwether to advance team projects/goals.
- Identify and implement process improvements.
- Perform ad-hoc financial analyses, including special projects, at the request of management.
What We're Looking For
- A minimum of 2 years of experience in real estate investment.
- A minimum of 2 years of experience in an analytical role.
- Advanced Excel and PowerPoint skills.
- Strong analytical skills and detail oriented.
- Advanced financial modeling and analytical skills using Excel.
- Moderate understanding of real estate/fund concepts and financial statements.
- Ability to work cross-functionally with different parts of the organization.
- Ability to manage and organize large amounts of data and communications.
- 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.
- Acts with honesty and integrity and maintains confidentiality, adheres to company policies.
- Bachelor’s degree in economics, finance, real estate, business or related degree is preferred.
Nice to Have
- Experience with Salesforce, Tableau, and iLevel is a plus.
- Client-facing experience preferred.
Technical Stack
- Excel
- PowerPoint
- Salesforce
- Tableau
- iLevel
Team & Environment
You will support the Torchlight Asset Management Team and report to a Vice President. The company culture is entrepreneurial, highly motivated, mature, and intelligent, promoting a collaborative and productive work environment.
Benefits & Compensation
- Compensation: $100,000 - $110,000 base, plus discretionary bonus.
- 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.
Work Mode
This role is onsite. Locations include Los Angeles, Newport Beach, Salt Lake City, London, and Dallas.
Bellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities.
