Closing Team 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 Closing Team Associate will report to the Head of Underwrting and will be responsible for closing all debt and equity investments (including senior loans, mezzanine loans, preferred equity, common equity, and acquisitions) working in tandem with Canyon Partner’s Real Estate originations teams, while working closely with Canyon’s legal counsel, asset management, and treasury departments and third party consultants to complete due diligence and close on commercial real estate investments that the firm is making.

Key Responsibilities

Process Ownership & Coordination

• Run the closing process from start to finish once a term sheet is signed, serving as the central process driver across all workstreams.
• Draft and continuously maintain the due diligence checklist as the operational tracker for ownership, status, notes, and document location.
• Send the kickoff email package and process instructions to the sponsor/borrower team, including data room access and upload conventions.
• Facilitate the weekly checklist call and produce internal weekly “Closing Notes” covering top blockers, decisions needed, and critical path actions.

Diligence & Third-Party Management

• Launch and track third party engagements, including insurance, construction (PCA), environmental, appraisal, zoning, tax, and specialty reports, with scope, reliance language, and delivery dates.
• Reviewing the deliverables provided by the third parties in concert with the origination team to identify risks and ensure completeness of the reports.

Insurance Leadership

• Introduce the borrower’s broker to the firm’s consultant, serve as an intermediary to negotiate Canyon’s requirements with the Sponsor’s requested coverage levels, and ensure binding is completed.
• Secure internal approvals for any deviation from standard requirements and ensure final terms are reflected in transaction documentation and the closing statement.

Construction & Environmental Diligence