Assist in monthly and quarterly analytical reporting processes;
Actively engage and coordinate deliverables with Asset Management teams;
Review materials/analysis, identifying and resolving reporting issues, and interpreting fund documents;
Compile aggregation and review of investment-level cash flows into fund models;
Efficiently and accurately build and/or update complex fund models and analyses as well as supporting materials for management review;
Identify trends and maintain firm grasp of key drivers to quarter over quarter variances;
Lead compilation of responses for due diligence responses and review for accuracy;
Communicate effectively with other groups within Bellwether to advance team projects/goals;
Identify and implement process improvements;
Perform ad-hoc financial analyses, including special projects, at the request of management.

Requirements

A minimum of 2 years of experience in real estate investment and at least the same amount of time in an analytical role.
Advanced in Excel and PowerPoint skills.
Experience with Salesforce, Tableau, and iLevel is a plus.
Client-facing experience preferred.

Benefits

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

analytical reportingfund modelingfinancial analysisExcelPowerPoint

Soft Skills

communicationcoordinationproblem-solvingprocess improvement