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Type of Role: Investments

Experience Level: Intern - Undergraduate

Location: El Segundo, California

Salary: $61K - $61K

Bellwether is an 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 is privately-held and has offices in Los Angeles and Salt Lake City.

El Segundo, CA ($30/hour) or Salt Lake City, UT ($26/hour)

Overview

Bellwether’s 10-week Summer Analyst Internship Program provides undergraduate students the opportunity to gain hands-on work experience and collaborate with industry experts, while exploring potential career insights and prospects with our firm. Throughout the course of this program, Interns will learn how to develop complex financial models, analyze monthly reporting and participate in operations and leasing meetings in this Analyst-equivalent role. This Internship Program will expose students to a diverse array of Real Estate fields such as Equity and Debt Asset Management, Underwriting, Investment Research, Construction Management, Capital Markets and Investor Relations.

Alongside asset management experience, the program also offers acquisition work via a capstone project. The project consists of underwriting a live deal and pitching it to the Bellwether team during an investment committee meeting.

Key Responsibilities

 

  • Assist in the proactive monitoring and management of a portfolio of debt and equity investments across all property types (office, industrial, hotel, retail, & residential)
  • Review and analyze business plans, leasing activity, and monthly property operating performance
  • Learn best practices for financial modeling and develop bespoke analyses for live deals
  • Organize investment level data on a monthly & quarterly reporting basis
  • Complete an internship-long capstone project and present findings to the firm’s leadership team
  • Perform additional ad-hoc analysis as needed
  • Partner with Bellwether Analysts and Associates to learn Real Estate Finance concepts

Professional Experience

 

  • Interest in real estate, finance, and/or client services

Education/Certification

 

  • Currently enrolled in a bachelor’s degree from an accredited institution with an anticipated graduation date of Spring or Summer 2025. Preferably with a degree or courses complete in and/or catered towards Real Estate, Business, Economics.
  • Proficient with Microsoft Excel, Word, and PowerPoint

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 and organizational skills and detailed oriented. Ability to read and analyze investment and lease agreements. Proven ability to initiate ideas and implement new processes. Interest in real estate, finance, and/or client services.
  • 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

California candidates: No travel is expected or required for this role.

Utah candidates: This role may visit our El Segundo, CA office on two occasions. No other travel is expected or required for this role.

Position Details

Classification: Non-Exempt, eligible for overtime

Position Status: Temporary / Full Time

Duration: 10 weeks, within June 2024 – August 2024

Reports To: Senior Analyst, Equity

Direct Reports: No

Compensation

Compensation & Benefits

California office: $30 per hour, eligible for overtime

Utah office: $26 per hour, eligible for overtime

As a Temporary position, this role is not eligible for our comprehensive benefits package. Other benefits include:

  • Engaging team events
  • Gain practical experience in real estate asset management within a respected industry leader
  • Exposure to a diverse range of real estate assets and projects
  • Networking opportunities with professionals across various disciplines in the company
  • Mentorship from experienced professionals in the real estate and asset management fields

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

Active construction project sites, which may encounter loud noise, dust, debris, uneven ground, etc.

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.

As part of frequent construction site visits, the employee will be required to occasionally walk active construction zones, climb ladders, walk on roofs, walk scaffolding, etc. PPE (personal protective equipment) will be provided as part of OSHA required safety equipment.

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 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.

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.

The Bellwether portfolio includes direct property investments, corporate investments, residential land, and residential and commercial loan pools. Since its founding in 2013, Bellwether has continued to expand its services to a variety of investment firms, family offices and start-ups.

Bellwether’s platform helps provide greater efficiency and functionality through the following areas:

  • Asset-level analytics: Providing quantitative and qualitative investment- and portfolio-level performance reports by consolidating and analyzing monthly operating reports produced by operating partners to track and monitor performance against initial underwriting;
  • Active Asset Management Support: The team works closely with Acquisition Teams to help monitor all strategic and joint-venture operating partners on a day-to-day basis. Responsibilities include weekly leasing calls, monthly operations reviews, annual budget and business plan reviews and financial analysis; and
  • Investment- and Fund-level Reforecasting: Bellwether is responsible for creating proprietary investment-level valuation models for the portfolio to enhance our ability to reforecast investment-and fund-level performance on a routine basis.

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

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.