Bellwether · 11 hours ago
Senior Analyst, Debt
Dallas, TX
Full-time
Hybrid
Mid, Senior Level
2+ years expBellwether is a global advisory firm that helps businesses solve complex challenges and enhance enterprise value. The Senior Analyst, Debt will support the asset management team in overseeing a portfolio of commercial real estate debt investments, conducting financial analyses, and collaborating with investment teams on debt-related opportunities.
AccountingAdviceAsset ManagementConsultingReal EstateWealth Management
No H1B
Responsibilities
Assist in the proactive monitoring and management of a portfolio of debt investments across various property types
Review and analyze business plans, leasing activity, and monthly property operating data
Analyze loan draws to ensure property business plans stay in line with budget and leasing parameters
Liaison with borrowers and leading members of the Asset Management Team and client to review business plan execution and ensure debt covenants are met
Generate reporting materials to monitor the performance of investments at the asset level and support portfolio management analytics
Examine and report on covenant monitoring
Perform credit analysis of potential sponsors/borrowers
Support loan closing and onboarding to Asset Management function; spearhead loan repayment process
Focus on all aspects of loan originations, financial modeling/underwriting, term sheets, due diligence, loan document review, and closings
Perform in-depth market research, comparable sale reviews, lease analyses and sponsor diligence
Support asset management through review of borrower quarterly reporting and loan covenant compliance
Collaborate to perform due diligence throughout the closing process; and
Play a major role in the preparation of investment memoranda and participate in deal presentations to the debt investment committee
Qualification
Required
A minimum of 2 years' relevant experience
Advanced financial modeling and analytical skills
Ability to understand and analyze loan documents, leases, and management agreements
Bachelor's degree required
Development and analysis of real estate-based financial models with a focus on multifamily, office, and industrial assets
Ability to build out a complex financial model from scratch including waterfalls and various debt structures
Property underwriting and advanced financial modeling and analytics
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
Excellent verbal and written communication skills; strong listening and interpersonal skills
Highly effective at preparing and presenting information
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
Ability to interact in a courteous professional manner at all times
Regular, predictable attendance is required
Ability to work independently, and prioritize duties to ensure timely completion
Requires active listening, critical thinking, making decisions, time management, as well as administration skills
Benefits
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
Company
Bellwether
Bellwether is a global advisory firm that helps businesses solve their most complex challenges and enhance enterprise value.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Dennis Grzeskowiak
Co-Founder
Joseph Mossotti
Principal and Founder
Recent News
The Real Deal
2025-11-08
2025-09-30
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