Associate, Client Service Operations

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, Salt Lake City, London and Dallas. 

Overview

The candidate will assume the role of Associate, Client Service Operations in an established investment management firm (Torchlight) working with a variety of commercial real estate related products. The role will involve collaboration with the portfolio managers, asset management and underwriting team to aggregate data for client deliverables and strategic support.

Torchlight Investors is an SEC registered investment advisor with over $6.3 billion in assets under management in commercial real estate debt. Since its inception in 1995, the firm has invested approximately $30 billion in its funds and separate accounts. For additional information please visit www.torchlight.com.

• Prepare and complete comprehensive reports tailored to individual clients and industry benchmarks;
• Assist in the production and management of marketing presentations for existing clients;
• Work with firm members to complete day-to-day client deliverables and efficiently manage ad hoc requests;
• Support production of client communications;
• Support organizing of, and preparing for, annual investor conference, quarterly meetings, and calls;
• Maintain and update the investor portal, including posting of materials and portal access requirements;
• Draft investment summaries and press releases on relevant new investments; and
• Support firm research requirements. 

• A minimum of 3 years of professional experience in fixed income, commercial backed mortgage securities or real estate, desired but not necessary.

• Undergraduate degree in Accounting, Finance or Economics preferred.

• Bellwether seeks to hire entrepreneurial individuals who are highly motivated, mature and intelligent, with demonstrated excellence in prior endeavors. The successful candidate should have:
• Job Knowledge & Technical Ability: Strong organizational skills and meticulous attention to detail. Strong research capabilities to find or generate data independently. Highly proficient in Excel, Word, and PowerPoint.
• Initiative & Dependability: Ability to perform responsibilities independently and proactively in a fast-paced environment, solve problems, and improve processes and/or services. Self-directed, takes initiative and responsibility, ensures completion of tasks. Highly efficient, flexible and diligent enough to handle competing priorities and deadlines.
• Communication: Excellent 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 is not anticipated but may be needed from time to time.

• Classification:  Exempt
• Position Status:  Regular / Full Time
• Reports To:  Senior Vice President, Equity
• Direct Reports:  No

• 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.

• 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.

• 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

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.