Associate, Equity

Bellwether is a global advisory firm that helps businesses solve complex challenges and enhance enterprise value. We specialize in dynamic growth strategies through partnership with clients, leveraging industry expertise, analytical capabilities, and top talent across the business lifecycle. Overview The Equity Associate will support Bellwether’s Asset Management team, working with office and retail assets through financial modeling, fund-level reporting, and underwriting of equity investments. The role involves regular communication with internal and external decision makers, providing exposure to industry leaders. Responsibilities Assist in the proactive monitoring and management of a portfolio of real‑estate equity investments. Develop and maintain detailed asset‑level cash flow reforecasting models. Guide analysts in maintaining asset‑ and portfolio‑reporting models to monitor investment performance. Underwrite various asset classes using Excel‑based models, including cash‑flow, budget, IRR, and partnership waterfall modeling. Review and analyze business plans, leasing activity, and monthly property‑operating performance. Liaise with operating partners and Acquisition team leaders to review business plan execution. Demonstrate strong leadership abilities and effective management skills, with a desire to mentor and develop team members. Qualifications Minimum of 3 years’ relevant experience. Experience in Asset Management, Development, or Acquisitions across office and retail asset classes preferred. Client‑facing experience preferred. Experience with property underwriting and advanced financial modeling. Mastery in Microsoft Excel, PowerPoint, and ARGUS Enterprise. For multi‑family roles, experience with Real Page and Yardi preferred. Bachelor’s degree required. Key Competencies Job Knowledge & Technical Ability: Development and analysis of real‑estate financial models for multifamily, office, and industrial assets; ability to build complex models from scratch, including waterfalls and debt structures. Initiative & Dependability: Self‑directed, proactive problem‑solver who takes responsibility and ensures task completion. Communication: Excellent verbal and written skills; strong listening and interpersonal abilities; effective at preparing and presenting information. Professionalism & Teamwork: Honest, integrity‑driven, confidential; promotes a collaborative work environment and respects colleagues. Leadership & Management: Supervision and direction of people/resources; motivates teams, plans and prioritizes operations, and responds to changing conditions; provides constructive feedback. Travel & Physical Requirements Local and/or nationwide travel to assets and client sites required on an as‑needed basis, approximately 1–2 times per month. Regular duties include standing, sitting, walking, operating a computer workstation, and lifting/handling items. Physical and mental demands are representative of the essential functions of the position. Reasonable accommodations may be made for qualified individuals with disabilities. Position Details Classification: Exempt Position Status: Regular / Full Time Reports To: Vice President, Equity Direct Reports: None Benefits Employer‑paid Medical, Dental & Vision; buy‑up options available Flexible Spending Account, Health Savings Account Carrot Fertility Benefit – $10,000 lifetime benefit 401(k) 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 Team events & holiday parties Equal Opportunity Employer Bellwether is an equal‑opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to any protected status. All candidates must be able to prove eligibility to work in the United States. #J-18808-Ljbffr Bellwetheram 2