Valuations Associate

Job Description

Overview

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, London and Dallas.

As an Associate, Valuations on the Bellwether Valuations Team, you will conduct and manage the valuations of a portfolio of commercial real estate investments. Key responsibilities include maintaining complex financial analyses, evaluating investment performance and underwriting 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.

Classification: Exempt

Position Status: Regular, Full Time

Reports To: Vice President

Direct Reports: No

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.

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.

Responsibilities

Conduct monthly and quarterly valuations of real estate investments across the United States, including conducting DCF/sale comparable/cost analyses, appraisal review, reporting, etc.
Review and track business plans, leasing activity and monthly property operating performance for valuations purposes
Prepare quarterly investment-level tear sheets summarizing key valuation metrics, property-level performance indicators, and material assumption changes period over period
Prepare periodic unlevered cash flow projections for reporting purposes using ARGUS Enterprise and Excel
Coordinate with third-party appraisal management providers on appraisal scheduling, scope, and information flow; reconcile appraisal conclusions to internal valuations and document variances
Support client external audit cycles and internal SOX testing by responding to auditor inquiries, preparing supporting documentation, and providing market support as requested
Maintain valuation templates and supporting workpapers, ensuring data integrity, version control, and clear audit trails across the quarterly cycle
Serve as the day-to-day point of contact for assigned client deal teams, managing inbound information requests and proactively communicating timelines, deliverables, and open items
Assist in implementing enhancements and improvements to the firm’s valuations and reporting processes, procedures, and use of technology

Qualifications

Travel is not anticipated, but may be needed from time to time.
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.
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 an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States.

Preferred Qualifications

A minimum of 5 years’ relevant experience in real estate valuations, consulting, portfolio management or audit/accounting. Real estate valuation specialist experience in a Big 4 or similar firm setting (rather than general audit staff) is strongly preferred.

Possession of, or progress toward, real estate industry certifications and licenses, e.g., MAI, CCIM, certified general real estate appraiser, broker, CPA, etc., is strongly preferred

Bellwether seeks to hire entrepreneurial individuals who are highly motivated, mature and intelligent, with demonstrated excellence in prior endeavors. The successful candidate should have:

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.

Self-Direction & Workload Management: Independently manages a quarterly valuation cycle from kickoff through delivery, anticipating bottlenecks, prioritizing competing demands, and proactively flagging risks to timeline or quality. Operates with a high degree of autonomy and exercises sound judgment on when to escalate.

Experience with property underwriting and advanced financial modeling.
Highly proficient in Microsoft Office Suite and ARGUS Enterprise.
Bachelor’s degree in finance, real estate, accounting or other related fields required
Job Knowledge & Technical Ability: Strong analytical skills and detail-oriented.
Ability to read and analyze investment underwriting.
Eager to learn, with proven ability to initiate ideas and implement new processes.

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