Senior Analyst, Debt

at  Bellwether

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 is privately held and has offices in Los Angeles, Salt Lake City and London.

PROFESSIONAL EXPERIENCE

• A minimum of 2 years’ relevant experience;
• Advanced financial modeling and analytical skills; and
• Ability to understand and analyze loan documents, leases, and management agreements.

EDUCATION/CERTIFICATION

• Bachelor’s degree required

ESSENTIAL SKILLS & COMPETENCIES

• Bellwether seeks to hire entrepreneurial individuals who are highly motivated, mature and intelligent, with demonstrated excellence in prior endeavors. The successful candidate should have:
• Job Knowledge & Technical Ability: 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.
• 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.

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 debt investments across various property types;
• Review and analyze business plans, leasing activity, and monthly property operating data;
• Analyze loan draws to ensure property business plans stay in line with budget and leasing parameters;
• Liaison with borrowers and leading members of the Asset Management Team and client to review business plan execution and ensure debt covenants are met;
• Generate reporting materials to monitor the performance of investments at the asset level and support portfolio management analytics;
• Examine and report on covenant monitoring;
• Perform credit analysis of potential sponsors/borrowers;
• Support loan closing and onboarding to Asset Management function; spearhead loan repayment process;
• Focus on all aspects of loan originations, financial modeling/underwriting, term sheets, due diligence, loan document review, and closings;
• Perform in-depth market research, comparable sale reviews, lease analyses and sponsor diligence;
• Support asset management through review of borrower quarterly reporting and loan covenant compliance;
• Collaborate to perform due diligence throughout the closing process; and
• Play a major role in the preparation of investment memoranda and participate in deal presentations to the debt investment committee.