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, Salt Lake City, London and Dallas.

OVERVIEW

We are seeking analysts to join our 2026 Equity Analyst Class. As a part of our Analyst Program, you will join our growing real estate platform and get exposure to various asset classes across our clients’ portfolios. Our four-week robust training program provides instruction in financial modeling, fund-level reporting, underwriting debt and equity investments, utilization of CRE software (e.g., Argus, Yardi, etc.) and more. Throughout the program, analysts play an integral role within the asset management team while helping bridge the gap between investment- and fund-level performance. Analysts are dynamic team players with strong integrity and the ability to succeed in a highly entrepreneurial environment.
Must be an undergraduate student graduating between December 2025 - June 2026 in order to apply Start Date July 2026

PROFESSIONAL EXPERIENCE

• Advanced financial modeling and analytical skills
• Proficient in Microsoft Office Suite

EDUCATION/CERTIFICATION

• A bachelor’s degree is required with an expected graduation date between December 2025 and Summer 2026

ESSENTIAL SKILLS & COMPETENCIES

• Bellwether seeks to hire entrepreneurial individuals who are highly motivated with demonstrated excellence in prior endeavors. The successful candidate should have:
• Job Knowledge & Technical Ability: Strong analytical skills and detail oriented. Ability to read and analyze investment and lease agreements. Eager to learn, with proven ability to initiate ideas and implement new processes. Ability to grasp new concepts quickly and work with limited direct guidance.
• 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. Successfully manages competing and time-sensitive deadlines with strong organization and multi-tasking skills to deliver high-quality work product.
• 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.

TRAVEL REQUIREMENTS

• Travel to assets and client sites required on an as-needed basis, approximately 1-2 times per month depending on deal list.

INTENT OF POSITION DESCRIPTION

This position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position.

• Assist in the proactive monitoring and management of a portfolio of equity investments across all property types (office, multifamily, industrial, hotel, retail, storage, corporate and residential)
• Review and analyze business plans, leasing activity and property operating performance
• Liaison with operating partners and leading members of the asset management team to review business plan execution
• Develop and maintain detailed asset-level cash flow reforecasting models
• Complete underwriting and due diligence for prospective investments
• Assist with the build-out of an automated dashboard to provide respective analysis for various stakeholders
• Perform additional ad-hoc analysis for the asset management team to assist in fundraising