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.

PROFESSIONAL EXPERIENCE

• A minimum of 7 years’ relevant experienceSimilar positions in acquisitions, asset management or development of commercial office or industrial assets preferred; client-facing experience preferred

EDUCATION/CERTIFICATION

• Bachelor’s degree required. Business, Finance, Real Estate, Economics, or a related field of study preferred
• Certification preferred

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: Ability to read and analyze Loan documents, lease and management agreements. Ability to articulate and teach loan structures and concepts. Familiarity with the leading commercial real estate market data resources (i.e. CoStar, Real Capital Analytics, etc.).
• 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.
• Leadership & Management: Ability to supervise and direct people and/or resources to meet department goals. Able to motivate people and plan/prioritize operations while responding to changing conditions. Able to cultivate and build relationships with team and clients. Models values and behaviors.

TRAVEL REQUIREMENTS

• Local and/or nationwide 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.

• Lead a team that manages highly structured commercial mortgage products, mezzanine loans, as well as structured debt products;
• Mentor and advise direct asset management team and consult closely with portfolio management and underwriting teams;
• Liaison with borrowers, consultants, counsel and senior client professionals in regards to all aspects of debt asset management;
• Develop and implement process improvements;
• Review and improve production of quantitative and qualitative investment- and portfolio-level performance reports;
• Interpret complex loan documents to confirm all relevant loan terms and covenants are being satisfied;
• Work closely with internal and external legal counsel in evaluating legal issues and documenting various transactions arising from the asset management of the portfolio; and
• Leverage industry experience to provide context to team, improve process improvements and client reports, guide team performance
• People Management Responsibilities:
• Involved with staff selection, interviewing and training as needed;
• Oversee the day-to-day workload and performance of direct reports, providing clear direction and support as needed to achieve work objectives;
• Ensure that direct reports understand their duties and delegated tasks;
• Monitor performance and development of direct reports and provide constructive and timely feedback and coaching;
• Work with direct reports to set individual goals and deadlines and conduct regular performance reviews aligned with performance review process; and
• Handle discipline of employees in accordance with company policy.