Vice President, Debt

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 is privately held and has offices in Los Angeles, Salt Lake City and London.

Overview

We are looking for a Vice President to join the rapidly growing Debt Team at Bellwether. The ideal candidate understands the importance of engaging and empowering a team of highly talented technical and professional analysts and associates. They are also a savvy problem solver who thrives in a fast-paced, challenging environment and consistently exceeds expectations. We are seeking an agile team player who enjoys working cross-functionally with different parts of the organization. An ideal candidate will have held similar positions in the asset management of commercial real estate state across all asset classes. Successful candidates for this position will have had at least three to five years of relevant professional experience.

Key Responsibilities

• Proactively lead the monitoring and management of a portfolio of debt investments across all property types (office, industrial, hotel, retail, and residential), corporate debt and various securitized products;
• Manage, mentor, and develop team members;
• Review and analyze business plans, leasing activity, lease approvals, draws and monthly property operating performance;
• Liaison with borrowers to review business plan execution and ensure debt covenants are met;
• Direct associates and analysts in the development of reporting materials to monitor the performance of investments at the asset level;
• Participate in the underwriting process by evaluating investment strengths and weaknesses through the development of financial metrics, models and sensitivities;
• Communicate directly with clients and be the lead relationship manager
• Identify an appropriate capital structure based upon its business plan and key risks through analysis and communication;
• Perform credit analysis of potential sponsors;
• Prepare a comprehensive investment submission and communicate conclusions and investment risk in a narrative presentation to Senior Management, including approval through participation in investment committee.
  
  

Qualifications

• Asset management experience, including development and analysis of real estate-based financial models;
• Strong leadership abilities and effective management skills;
• A bachelor's degree (required);
• A minimum of 7 years’ experience;
• Proficiency in Microsoft Excel, PowerPoint and ARGUS Enterprise;
• Experience with property underwriting and advanced financial modeling;
• Strong written and verbal communication skills;
• Attention to detail with superior organizational skills;
• Proven ability to multitask and quickly understand new concepts; and
• Desire to work as part of a small, highly entrepreneurial team.
  
  

Benefits

• We offer a comprehensive benefits package that includes:
• Employer-paid Medical, Dental & Vision, with buy-up options available
• Flexible Spending Account, Health Savings Account
• Carrot Fertility Benefit - $10,000 lifetime benefit
• 401k company match 4%, immediately vested
• Generous PTO, 11 Paid Company Holidays & Paid Holiday Office Closure
• 14 weeks Maternity Leave & 12 weeks Parental Leave
• Wellbeing program offerings
• Cell phone reimbursement
• Engaging team events & holiday parties
  
  

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.
• 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 areas
• 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.
  
  

$135,000 - $145,000 a year

$135,000 - $145,000 base salary, plus discretionary bonus. Offered salary is based on a variety of factors, including skills, experience, and qualifications for the role.

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 and willing to complete a background check.