Analyst, CMBS

Key Responsibilities

• Analyze investments opportunities by reviewing the underlying real estate and expected cash flow to the investment
• Produce reports on return attribution, fund projections
• Identify potential transaction risks through news surveillance and quantitative analysis of underlying collateral
• Gather and summarize market color
• Gather data and research on commercial real estate debt products and capital markets
• Assist with portfolio management responsibilities of various funds and general market analysis

Professional Experience

• Proficient in Excel and other MS Office products
• Previous experience organizing large datasets, programming in VBA and SQL is preferred
• Relevant internship or professional experience in commercial real estate or fixed income is a plus
• Strong quantitative and analytical skills are mandatory

Education/Certification

• Undergraduate degree in Computer Science / Engineering / Mathematics / Physics / Chemistry / Economics / Finance or related field from a top tier university

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: Strong analytical skills and detail oriented. Proven ability to grasp new concepts, initiate ideas and implement new processes. Exhibits an eagerness to learn. Ability to work cross-functionally with different parts of the organization. Ability to manage and organize large amounts of data and communications. Advanced financial modeling and analytical skills using Excel. Ability to update or modify fund models, with limited guidance. Moderate understanding of real estate/fund concepts and financial statements. Ability to identify and resolve reporting issues, sometimes with limited guidance. Ability to understand fund documents and accounting files, and work with other parties on any issues or clarifying points.
• 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 both internally and externally to clients. 
• 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

• 1-2 times per month depending on deal list.

Position Details

• Classification:  Exempt
• Position Status:  Regular / Full Time
• Reports To:  Managing Director
• 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