Equity Asset Management Associate | Office and Retail | Argus Exposure Required


Dallas
Permanent
USD110000 - USD125000
Investment Management
PR/594604_1780086918
Equity Asset Management Associate | Office and Retail | Argus Exposure Required
Overview
The Equity Associate will support firm's robust Asset Management team, gaining exposure to office and retail asset classes through financial modeling, fund-level reporting, and underwriting of equity investments. Regular communication with internal and external decision-makers will be expected in this role, offering exposure to industry leaders in the real estate investment community.

Key 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 the maintenance of detailed asset- and portfolio-reporting models to monitor the performance of investments at the asset level;
    • Underwrite a variety of asset classes using Excel-based underwriting models, including complex cash flow, budget, IRR and fund/partnership waterfall modeling;
    • Review and analyze business plans, leasing activity and monthly property-operating performance;
    • Liaison with operating partners and leading members of the Acquisition Teams to review business plan execution; and
    • Demonstrate strong leadership abilities and effective management skills, with a desire to manage, mentor and develop team members.

Professional Experience

  • A minimum of 3 years' relevant experience;
  • Asset Management, Development, or Acquisitions across office and retail asset classes experience preferred;
  • Client-facing experience preferred;
  • Experience with property underwriting and advanced financial modeling;
  • Mastery in Microsoft Excel, PowerPoint and ARGUS Enterprise;
  • Experience with Real Page and Yardi preferred.

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.
  • 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. Proficiency in reviewing other people's work and providing constructive feedback.

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.

Position Details

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

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

FAQs

Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.

Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.

We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business. 

That's why we recommend registering your CV so you can be considered for roles that have yet to be created. 

Yes, we help with CV and interview preparation. From customised support on how to optimise your CV to interview preparation and compensation negotiations, we advocate for you throughout your next career move.

Handpicked roles for you