Associate, Equity

Bellwether is a global advisory firm helping businesses solve complex challenges and enhance enterprise value. They specialize in dynamic growth strategies through partnership, combining industry expertise, analytical capabilities, and talent. They manage over $35 billion of AUM across real estate and corporate platforms. The Equity Associate will support Bellwether's platform, providing opportunities across asset classes, financial modeling, fund-level reporting, and underwriting equity investments. Regular communication with internal and external decision-makers will be expected.

Requirements

• A minimum of 3 years’ relevant experience
• Asset Management, Development, or Acquisitions across major asset classes experience preferred
• Client-facing experience preferred
• Experience with property underwriting and advanced financial modeling
• Mastery in Microsoft Excel, PowerPoint and ARGUS Enterprise

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