Senior Associate, Valuations

Overview

As a Senior Analyst on the Bellwether Valuations Team, you will support the valuations of a portfolio of commercial real estate investments. Key responsibilities include maintaining complex financial analyses, evaluating investment performance and underwriting periodic real estate investments. In this role, there will be tremendous learning and growth opportunities with exposure to leading experts in the real estate investment industry. The significant exposure to senior leadership requires a high degree of professionalism and work ownership.

Key Responsibilities

• Assist in monthly and quarterly valuations of real estate investments across the United States, including conducting DCF/sale comparable/cost analyses, appraisal review, reporting, etc.;
• Maintain detailed and complex asset level cash flow models;
• Review and track business plans, leasing activity and monthly property operating performance for valuations purposes;
• Analyze market data and comparable transactions
• Compile valuations data and statistics to assist fundraising, marketing, DDQs and ad hoc investor requests;
• Perform additional ad-hoc analysis as needed.

Professional Experience

• A minimum of 6-7 years’ relevant experience in real estate valuations, consulting, portfolio management or audit/accounting.
• Experience with property underwriting and financial modeling.
• Highly proficient in Microsoft Office Suite and ARGUS Enterprise.
• Demonstrated interest in commercial real estate.

Education/Certification

• Bachelor’s degree in finance, real estate, accounting or other related fields 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: Detailed-oriented and possess good financial acumen. Eager to learn, with proven ability to initiate ideas and implement new processes.
• 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 is not anticipated, but may be needed from time to time.

Position Details

• Classification: Exempt
• Position Status: Regular / Full Time
• Reports To: Vice President
• Direct Reports: No

Physical and Mental Demands

• While performing the duties of this job, the employee is regularly required to stand, sit, and walk. Must be able to sit at an office workstation for an extended period of time. May need to reach, stoop, or kneel to access items.
• Must be able to talk, hear and use wrists, hands and/or fingers frequently and repetitively to operate a computer, telephone and other office productivity machinery.
• Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly.
• Ability to work independently, and prioritize duties to ensure timely completion. The ability to collaborate is also imperative.
• Requires active listening, critical thinking, making decisions, time management, as well as administration skills.
• Ability to interact in a courteous professional manner at all times.
• Regular, predictable attendance is required.

The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

Work Environment

• No hazardous or significantly unpleasant conditions (such as in a typical office).
• Moderate noise (i.e., business office with computers, phones, printers and light traffic)
• Indoor business office environment with windows; light foot traffic within work areas

The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Benefits

• We offer a comprehensive benefits package that includes:
• 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