Bellwetheram-2 is hiring a Senior Analyst, Portfolio Analytics to support the Torchlight Asset Management Team. This team oversees private real estate debt and equity investments across various U.S. asset classes. You will play an integral role producing analytical reports, conducting portfolio analysis, creating new client reporting, and spearheading production efforts.
What You'll Do
- Assist in monthly and quarterly analytical reporting processes.
- Actively engage and coordinate deliverables with Asset Management teams.
- Review materials and analysis, identify and resolve reporting issues, and interpret 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 for management review.
- Identify trends and maintain a firm grasp of key drivers to quarter-over-quarter variances.
- Lead compilation of responses for due diligence and review for accuracy.
- Communicate effectively with other groups within Bellwether to advance team projects and goals.
- Identify and implement process improvements.
- Perform ad-hoc financial analyses and 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 orientation.
- Ability to work cross-functionally with different parts of the organization.
- Ability to manage and organize large amounts of data and communications.
- Advanced financial modeling and analytical skills using Excel.
- Ability to update or modify fund models with limited guidance.
- Moderate understanding of real estate/fund concepts and financial statements.
- Ability to identify and resolve reporting issues, sometimes with limited guidance.
- Ability to understand fund documents and accounting files.
- Ability to perform responsibilities independently and proactively, solve problems, and improve processes.
- Excellent verbal and written communication skills; strong listening and interpersonal skills.
- High effectiveness at preparing and presenting information both internally and externally to clients.
- Acts with honesty and integrity, maintains confidentiality, and adheres to company policies.
- Bachelor’s degree in economics, finance, real estate, business, or a related field 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
This role supports the Torchlight Asset Management Team and reports to a Vice President. Bellwether promotes a collaborative and productive work environment.
Benefits & Compensation
- 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 is an onsite position.
Bellwether is an equal-opportunity employer and complies with all federal, state, and local laws providing equal employment opportunities.
