Asset Management Associate

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   The Associate, Asset Management role will be involved in asset management support for investments as well as portfolio management responsibilities for the Canyon Partners Real Estate debt and equity platforms. This role will provide support through the lifecycle of projects, which can be from pre-development to lease-up/stabilization. The equity portfolio is primarily focused on development projects located across the country and bridging product types including multifamily, student-housing, and mixed-use. The debt portfolio invests across senior, mezzanine and preferred equity investments, nationally, across all product types.

Canyon Partners Real Estate is an established real estate investment platform headquartered in Dallas, Texas with over $4.4 billion AUM.

Key Responsibilities

• Financial Modeling:
• • Create, modify, and maintain financial models to include property/project level financial projections, debt financing, JV waterfalls and complex ad hoc analyses (budgets, reforecasts, sensitivities etc.);
  • Asset Management:
    • Support all efforts related to managing assets including return analysis, coordinating with JV partners, overseeing execution of business plans and supporting investor reporting;
    • Investment Materials:
      • Support financial and investor reporting, and
      • Prepare and deliver presentations to senior management and investors;
      • Marketing/Client Group:
        • Support marketing related initiatives and requests to support platform growth;
        • Project Management and Capital Activity:
          • Track investment performance,
          • Analyze and understand real estate documents (leases, contracts, etc.), JV Agreements, and loan agreements, and
          • Review draws, process contributions/distributions and other capital activities.