Associate, Valuations

Associate, Valuations 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. As an Associate, Valuations on the Bellwether Valuations Team, you will conduct and manage the valuations of a portfolio of commercial real estate investments. Key responsibilities include maintaining complex financial analyses, evaluating investment performance and underwriting real estate investments. In this role, there will be tremendous learning and growth opportunities with exposure to leading experts in the real estate investment industry. The significant exposure to senior leadership requires a high degree of professionalism and work ownership.

Education/Certification Bachelor's degree in finance, real estate, accounting or other related fields required Possession of, or progress toward, real estate industry certifications and licenses, e.g., MAI, CCIM, certified general real estate appraiser, broker, CPA, etc., is strongly preferred 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: Strong analytical skills and detail-oriented. Ability to read and analyze investment underwriting. 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. 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. Ownership & Accountability: Takes full ownership of assigned client engagements end-to-end, including the detailed, repetitive, and administrative work that underpins high-quality deliverables. Treats data validation, file management, reconciliations, and other foundational tasks with the same rigor as analytical work. Comfortable operating without close supervision and accountable for outcomes both the headline analysis and the supporting detail. Self-Direction & Workload Management: Independently manages a quarterly valuation cycle from kickoff through delivery, anticipating bottlenecks, prioritizing competing demands, and proactively flagging risks to timeline or quality. Operates with a high degree of autonomy and exercises sound judgment on when to escalate.

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.

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,