At a Glance
- Tasks: Join our Analyst Program to manage and analyse diverse equity investments.
- Company: Bellwether, a global advisory firm with a focus on real estate.
- Benefits: Competitive salary, bonuses, comprehensive health benefits, and generous PTO.
- Other info: Hybrid work options available; excellent career growth opportunities.
- Why this job: Gain hands-on experience in a dynamic environment while working with industry leaders.
- Qualifications: Bachelor's degree expected by Summer 2027; strong analytical skills required.
The predicted salary is between 85000 - 100000 £ per year.
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 $35 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.
We are seeking analysts to join our 2027 Equity Analyst Class. As a part of our Analyst Program, you will join our growing real estate platform and get exposure to various asset classes across our clients' portfolios. Our three-week robust training program provides instruction in financial modeling, fund-level reporting, underwriting debt and equity investments, utilization of CRE software (e.g., Argus, Yardi, etc.) and more. Throughout the program, analysts play an integral role within the asset management team while helping bridge the gap between investment- and fund-level performance. We are looking for dynamic team players with strong integrity and the ability to succeed in a highly entrepreneurial environment.
Before submitting your application through this site, please check whether this position is posted on your campus career portal including but not limited to Handshake, 12twenty, Symplicity, etc. If available there, please apply through your campus system instead. This helps us streamline our recruiting process and ensures all applications are managed and reviewed efficiently. Applications close September 8th. Thank you for your cooperation.
Key Responsibilities
- Assist in the proactive monitoring and management of a portfolio of equity investments across all property types (office, multifamily, industrial, hotel, retail, storage, corporate and residential).
- Review and analyze business plans, leasing activity and property operating performance.
- Act as a liaison between clients, operating partners and leading members of the asset management team.
- Develop and maintain detailed asset-level cash flow reforecasting models.
- Complete underwriting and due diligence for prospective investments.
- Assist with the build-out of an automated dashboard to provide respective analysis for various stakeholders.
- Supporting AI initiatives and the development of programs to improve the efficiency and accuracy of workflow.
- Perform additional ad-hoc analysis for the asset management team to assist in fundraising.
Education and Experience
- A bachelor's degree is required with an expected graduation date between December 2026 and Summer 2027.
- Advanced financial modeling and analytical skills.
- Proficient in Microsoft Office Suite.
Essential Skills & Competencies
- Job Knowledge & Technical Ability: Strong analytical skills and detail-oriented. Ability to read and analyze investment and lease agreements. Eager to learn, with proven ability to initiate ideas and implement new processes. Ability to grasp new concepts quickly and work with limited direct guidance.
- 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. Successfully manages competing and time-sensitive deadlines with strong organization and multi-tasking skills to deliver high-quality work product.
- Communication: Professional 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
Travel to assets and client sites required on an as-needed basis, approximately 1-2 times per month depending on deal list.
Position Details
- Classification: Exempt
- Position Status: Regular / Full Time
- Reports To: Associate or VP, Equity Asset Management
- Direct Reports: No
- Location Requirements: El Segundo: Hybrid, Dallas: Onsite, Days in office vary by location.
Compensation & Benefits
- El Segundo: Base Salary $100,000, plus discretionary bonus and sign-on bonus.
- Dallas: Base Salary $85,000, plus discretionary bonus and sign-on bonus.
- Offered salary is based on a variety of factors, including skills, experience, and qualifications for the role. Other compensation includes a discretionary bonus and a sign-on bonus.
- 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.
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.
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.
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.
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. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Analyst, Equity (Campus Analyst Class 2027) in London employer: Bellwether
Bellwether is an exceptional employer that fosters a collaborative and dynamic work culture, providing employees with the opportunity to engage with industry leaders while working on complex real estate equity investments. With a comprehensive benefits package, including generous PTO, 401k matching, and a focus on employee wellbeing, Bellwether supports professional growth and development in a vibrant office environment located in major cities like Los Angeles and London. Join us to be part of a team that values integrity, initiative, and teamwork, ensuring a rewarding career path in the advisory sector.
StudySmarter Expert Advice🤫
We think this is how you could land Analyst, Equity (Campus Analyst Class 2027) in London
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Bellwether. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Bellwether.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Bellwether. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Analyst, Equity (Campus Analyst Class 2027) in London
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Bellwether and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Bellwether how you can be a team player!
How to prepare for a job interview at Bellwether
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Bellwether.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Bellwether's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
