Analyst, Debt (Campus Analyst Class 2027)

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 $35 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.

OverviewWe are seeking analysts to join our 2027 Debt Analyst Class. As a part of our Analyst Program, you will work in Bellwether’s debt platform and will be responsible for supporting the asset management team in preserving and creating value in the existing portfolio. Our three-week robust training program provides instruction in financial modeling, fund-level reporting, underwriting debt investments, utilization of CRE software (e.g., Argus, Yardi, etc.) and more. You will also work alongside the investment team in the origination, underwriting and execution of real estate debt-related investment opportunities across various property types. Throughout the program, analysts play an integral role in supporting the team by maintaining complex financial analyses, evaluating monthly operating reports and interacting directly with sponsors through leasing calls. We are looking for dynamic team players with strong integrity and the ability to succeed in a highly entrepreneurial environment.

Before submitting your application through this site, please check whether this position is posted on your campus career portal including but not limited to Handshake, 12twenty, Symplicity, etc. If available there, please apply through your campus system instead. This helps us streamline our recruiting process and ensures all applications are managed and reviewed efficiently. Applications close September 8th. Thank you for your cooperation.

Key Responsibilities

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 and quarterly reporting basis

Once fully proficient, oversee and train incoming analysts

Evaluate and analyze potential new debt investments and assist with due diligence, underwriting and execution of said investments

Supporting AI initiatives and the development of programs to improve the efficiency and accuracy of workflow

Perform additional ad-hoc analysis, as needed

Education and Experience

A bachelor's degree is required with an expected graduation date between December 2026 and Summer 2027

Advanced financial modeling and analytical skills

Proficient in Microsoft Office Suite

• Essential Skills & Competencies
• Bellwether seeks to hire entrepreneurial individuals who are highly motivated with demonstrated excellence in prior endeavors. The successful candidate should have:

Job Knowledge & Technical Ability: Strong analytical skills and detailed oriented. Ability to read and analyze investment and lease agreements. Eager to learn, with proven ability to initiate ideas and implement new processes. Ability to grasp new concepts quickly and work with limited direct guidance.

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. Successfully manages competing and time-sensitive deadlines with strong organization and multi-tasking skills to deliver high-quality work product.

Communication: Professional verbal and written communication skills; strong listening and interpersonal skills. Highly 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 to assets and client sites required on an as-needed basis, approximately once per month depending on deal list.

• Compensation & Benefits
• El Segundo: Base Salary $100,000, plus discretionary bonus and sign-on bonus

Dallas: Base Salary $85,000, plus discretionary bonus and sign-on bonus

Offered salary is based on a variety of factors, including skills, experience, and qualifications for the role. Other compensation includes a discretionary bonus and a sign-on bonus.

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

• Our Company
• Bellwether is comprised of diverse, forward-thinking individuals who recognize the value of holding each other to the highest standards. Our people are our most valuable asset. We believe in investing in their development, providing ample opportunities to grow skills, connecting with industry leaders and stretching beyond the day-to-day work environment. Bellwether has been built on the founding principles of persistence, team, innovation, diligence, community and integrity.

For additional information on Bellwether, please visit bellwetherco.com.

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 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.

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.

Intent of Position DescriptionThis 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.

• Equal Opportunity Employer
• 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 and willing to complete a background check.

• Position Details
• Classification: Exempt

Position Status: Regular / Full Time

Reports To: Associate or VP, Debt Asset Management

Direct Reports: No

Location Requirements: El Segundo: Hybrid, Dallas: Onsite, Days in office vary by location

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.