- Salary
- $110k+/yr
- Location
- Dallas, TX · Los Angeles, CA
- Workplace
- Onsite
- Type
- Full-time
- Department
- Portfolio Management
- Seniority
- Senior
- Experience
- 2+ years
- Source
- Lever
Description
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.
Overview
Bellwether is seeking a Portfolio Analytics Senior Analyst to join our Portfolio Management Team. It is a unique opportunity for someone eager to play an integral role in producing highly leveraged and impactful analytical reports. The individual will interact with multiple stakeholders while gaining exposure to various asset classes and fundraising and marketing initiatives. Additionally, this role will be critical in helping conduct portfolio analysis, create new client reporting, and spearhead various production efforts across teams.
Skills
ExcelTableau
Benefits
We offer a comprehensive benefits package that includes:Employer-paid Medical, Dental & Vision, with buy-up options availableFlexible Spending Account, Health Savings AccountCarrot Fertility Benefit - $10,000 lifetime benefit401k company match 4%, immediately vestedGenerous PTO, 11 Paid Company Holidays & Paid Holiday Office Closure14 weeks Maternity Leave & 12 weeks Parental LeaveWellbeing program offeringsCell phone reimbursementEngaging team events & holiday parties
