Overview

As Senior Analyst, FP&A at Bellwether, this role will support the portfolio management team of a large commercial real estate platform. This role serves as the critical link between asset-level analytics and fund level performance, owning the models and analysis that inform how capital is deployed, held, and returned. It offers broad exposure across the real estate team, direct engagement with senior management, and a meaningful hand in the decisions that drive fund returns.

Key Responsibilities

• Forecast fund-level performance and analyze the economics of a large commercial real estate platform, translating asset-level activity into fund-level outcomes
• Own, maintain, and enhance fund models; including updating projected and realized returns and tracking liquidity, distributions, capital calls, fees, and promote
• Drive critical aspects of each fund's portfolio strategy, including hold-period optimization and exit planning and timing
• Synthesize data into clear, concise observations and trends for senior management, highlighting key
  business drivers and actionable recommendations
• Partner with the Acquisitions team to deliver pro forma KPIs and return metrics on prospective investments ahead of Investment Committee review
• Support marketing, fundraising, and investor relations efforts with timely analysis on fund
  performance, forecasted results, distribution timing, and related data points
• Lead the design and build-out of automated dashboards and reporting to serve the analytical needs of stakeholders across the platform
• Perform ad-hoc analysis for the portfolio management team as needs arise

Professional Experience

• A minimum of 2 years' experience, preferably in commercial real estate or investment industries Senior Analyst, FP&A
• Advanced financial modeling and analytical skills, with fluency in cash-flow and return modeling and fund-level waterfalls; preferred experience with promote/carried interest structures
• Advanced Excel skills, including complex formula-driven models, sensitivity analysis, and model auditing

Education/Certification

• Bachelor's degree required, in Finance or Accounting preferred

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: Moderate financial modeling and analytical skills using Excel. Ability to update or modify fund models, with moderate guidance. Basic understanding of real estate/fund concepts and financial statements. Ability to identify and resolve reporting issues, 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. 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, FPA
• Direct Reports: No

Physical & 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 environmental 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

Intent of Position Description

This position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position.