Bellwether

Mechanical Engineer

• Design for User Experience: Translate customer needs and product requirements into intuitive, ergonomic, and aesthetically refined mechanical designs
• Design for Manufacturing & Assembly: Create designs optimized for manufacturability, cost efficiency, scalability, and serviceability (DFM/DFA)
• Produce detailed CAD models, assemblies, and drawings with proper GD&T annotations
• Build and test prototypes to validate function, user interaction, and manufacturability
• Work closely with vendors, fabricators, and contract manufacturers to ensure design intent is met and parts are delivered on time
• Lead and participate in design reviews with internal engineers and external partners
• Conceptual Design, PDR, CDR
• Develop and document detailed engineering requirements, test plans and reports as needed
• Independently design and deliver complex subassemblies from concept through production
• Partner with Product and Industrial Design teams to balance engineering constraints with customer-facing product experience

Vice President

• Lead a team that manages highly structured commercial mortgage products, mezzanine loans, as well as structured debt products;
• Mentor and advise direct asset management team and consult closely with portfolio management and underwriting teams;
• Liaison with borrowers, consultants, counsel and senior client professionals in regards to all aspects of debt asset management;
• Develop and implement process improvements;
• Review and improve production of quantitative and qualitative investment- and portfolio-level performance reports;
• Interpret complex loan documents to confirm all relevant loan terms and covenants are being satisfied;
• Work closely with internal and external legal counsel in evaluating legal issues and documenting various transactions arising from the asset management of the portfolio; and
• Leverage industry experience to provide context to team, improve process improvements and client reports, guide team performance.

Vice President, Debt

Account Executive

• Outbound prospecting; generate interest and qualify leads
• Build and maintain quality pipeline; develop relationships with potential customers
• Develop expertise in Bellwether’s value proposition and collaborate with team to iterate pitch and communicate purposefully with prospective customers
• Conduct sales presentations, negotiate contracts, close sales
• Collaborate cross functionally with Marketing, Finance, and Service departments to ensure successful handoffs and ensure excellent customer service from sale to delivery/installation
• Attend company and industry events to help generate interest and sales
• Provide feedback to Marketing and work closely to develop sales materials
• Effectively use CRM software to track sales activities; maintain dashboard and provide progress reports
• Research and understand market and specific challenges in industry or sector
• Implement and test strategies to meet business objectives
• Other duties and project as assigned

Sales Account Executive

Analyst

• Assist in the proactive monitoring and management of a portfolio of debt investments across various property types
• Review and analyze business plans, leasing activity and monthly property operating performance
• Perform market-level due diligence
• Maintain detailed and complex asset-level cash flow reforecasting models
• Organize investment level data on a monthly & quarterly reporting basis
• Once up to speed, oversee and train incoming analysts
• Evaluate and analyze potential new debt investments and assist with due diligence and execution of said investments
• Perform additional ad-hoc analysis as needed
• Assist with ongoing monitoring and evaluation of the performance of investments, execution of business plans, and sub-market fundamentals
• Summarize and present on portfolio performance to senior management
• Perform cash flow modeling, competitive property analysis, and market research analysis

Debt Analyst

• Assist in the proactive monitoring and management of a portfolio of debt investments across various property types;
• Review and analyze business plans, leasing activity, and monthly property operating data;
• Analyze loan draws to ensure property business plans stay in line with budget and leasing parameters;
• Liaison with borrowers and leading members of the Asset Management Team and client to review business plan execution and ensure debt covenants are met;
• Generate reporting materials to monitor the performance of investments at the asset level and support portfolio management analytics;
• Examine and report on covenant monitoring;
• Perform credit analysis of potential sponsors/borrowers;
• Support loan closing and onboarding to Asset Management function; spearhead loan repayment process;
• Focus on all aspects of loan originations, financial modeling/underwriting, term sheets, due diligence, loan document review, and closings;
• Perform in-depth market research, comparable sale reviews, lease analyses and sponsor diligence;
• Support asset management through review of borrower quarterly reporting and loan covenant compliance;
• Collaborate to perform due diligence throughout the closing process; and
• Play a major role in the preparation of investment memoranda and participate in deal presentations to the debt investment committee.

Senior Analyst, Debt

Director

• Assist in the proactive monitoring and hands-on asset management of a portfolio of real estate equity and debt investments
• Review and analyze business plans, property-operating performance and capital improvement projects
• Review and monitor marketing efforts, sales activity, and leasing
• Seek out and retain various third-party providers such as property managers, leasing and sales agents, property inspectors, and appraisers
• Liaison with operating partners and leading members of the Client(s) to review business plan execution and drive asset/portfolio performance
• Develop and maintain detailed asset-level cash flow reforecasting models
• Guide asset management team in the maintenance of detailed models to monitor the performance of investments
• Structure and implement various sensitivity analyses and stress tests at the deal-level to help guide clients
• Underwrite a variety of asset classes using Excel-based underwriting models
• Demonstrate strong leadership abilities and effective management skills
• Involved with staff selection, interviewing, and training as needed
• Oversee the day-to-day workload and performance of direct reports
• Monitor performance and development of direct reports and provide constructive and timely feedback and coaching
• Work with direct reports to set individual goals and deadlines and conduct regular performance reviews

Risk

• Help coordinate risk management program across our corporate platform and a portfolio of diverse real estate investments
• Obtain and track renewal certificates, invoices, policies and endorsements
• Assist with Bellwether's corporate insurance program, as well as its clients’ insurance programs / property & liability coverage
• Help manage broker relationships
• Coordinate risk management processes and drive risk management culture cross-functionally and enterprise wide
• To the extent required by our clients, assist in the filing and tracking of claims
• Obtain and evaluate quotes for new property acquisitions

Risk Management Analyst

• Assist in the proactive monitoring and hands-on asset management of a portfolio of real estate equity and debt investments throughout the U.S. consisting of stabilized, value-add and ground-up development projects;
• Review and analyze business plans, construction budgets and schedules, property-operating performance and capital improvement projects;
• Review and monitor marketing and sales activity;
• Liaison with operating partners and leading members of the Client(s) to review business plan execution and drive asset/portfolio performance;
• Develop and maintain detailed asset-level cash flow reforecasting models;
• Guide asset management team in the maintenance of detailed models to monitor the performance of investments;
• Structure and implement various sensitivity analyses and stress tests at the deal-level to help guide clients in challenging strategic decisions;
• Work cohesively with the Bellwether construction management team, partners and applicable third parties;
• Underwrite a variety of asset classes using Excel-based underwriting models, including complex cash flow, budget, IRR and fund/partnership waterfall modeling; and
• Demonstrate strong leadership abilities and effective management skills, with a desire to manage, mentor and develop team members.
• Involved with staff selection, interviewing and training as needed;
• Oversee the day-to-day workload and performance of direct reports, providing clear direction and support as needed to achieve work objectives;
• Ensure that direct reports understand their duties and delegated tasks;
• Monitor performance and development of direct reports and provide constructive and timely feedback and coaching;
• Work with direct reports to set individual goals and deadlines and conduct regular performance reviews aligned with performance review process; and
• Handle discipline of employees in accordance with company policy.

Managing Director, Asset Management

• Assist with daily management of all aspects of insurance for Bellwether’s private equity and debt clients, as well as Bellwether’s corporate insurance
• Help coordinate risk management program across our corporate platform and a portfolio of diverse real estate investments
• Obtain and track renewal certificates, invoices, policies and endorsements
• Assist with Bellwether's corporate insurance program, as well as its clients’ insurance programs / property & liability coverage
• Help manage broker relationships
• Coordinate risk management processes and drive risk management culture cross-functionally and enterprise wide
• To the extent required by our clients, assist in the filing and tracking of claims
• Obtain and evaluate quotes for new property acquisitions

Analyst, Risk Management

Underwriter

• Conduct due diligence on prospective investment opportunities across the capital stack including Senior Mortgages, Mezzanine Loans, B-Notes, Preferred Equity, JV Equity and NPLs
• Perform property-level diligence and complete underwriting templates for CMBS and other CRE financing opportunities involving multifamily, industrial, hospitality, retail and office properties
• Formulate underwriting assumptions and prepare financial models analyzing prospective transactions for a variety of property types and capital stack positions
• Draft credit memorandums detailing key investment terms and objectives, risks/mitigants, underwriting assumptions, cash flow projections, sponsor review and market analysis
• Assist in the preparation, review and analysis of legal documents and structuring of complex financial transactions in conjunction with senior investment team members and legal counsel
• Provide support in the formulation of strategies for existing and new positions, including dialogue with market participants, borrower/asset/market-level analyses, and financial modeling of various scenarios
• Support ad hoc initiatives in support of the investment team’s research-driven approach