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, Salt Lake City, London and Dallas.
Overview
The Analyst, Treasury Management is part of the Servicing Team who will be responsible for the oversight of a portfolio of commercial real estate debt investments. This role will maintain complex financial analyses, create/evaluate monthly reports, and perform reviews of invoices.
Key Responsibilities
Monitor reserve and escrow accountsPrepare, reconcile, and review remittance and other financial reportingPerform daily bank account reconciliations and track incoming and outgoing activityApply received payments to the appropriate invoices and accountsReview and process monthly invoices billed to clientsInitiate electronic funds transfers, including account transfers and wires, and assist with the setup and maintenance of wire templatesParticipate in internal and external client servicing meetings and support follow-up items as neededProvide day-to-day operational support to the Treasury, Servicing, and Asset Management teams
Professional Experience
Loan management experience preferredClient-facing experience preferredBanking or Treasury experience preferred
Education/Certification
Bachelor’s degree required, preferably in Accounting, Finance, Business, or related field
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: Ability to read and analyze loan agreements. Proven ability to initiate ideas and implement new processes.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. 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 is not anticipated but may be needed from time to time
Position Details
Classification: Exempt Position Status: Regular, Full TimeReports To: Senior Associate, TreasuryDirect Reports: No
Physical and 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 areasThe 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.
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
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.
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.
