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. To learn more, visit bellwetherco.com

Industry: Business Consulting and Services
Company Size: 51-200 employees

Bellwether

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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 $40 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 **

A Senior Analyst, Equity will support the oversight of a portfolio of commercial real estate investments. Key responsibilities include maintaining complex financial analyses, evaluating monthly operating reports and participating in bi-weekly leasing calls. The Senior Analyst, Equity will be encouraged to contribute on the strategic initiatives across their deals and suggest business plan variations, where appropriate.

**Key Responsibilities **

- Assist in the proactive monitoring and management of a portfolio of equity investments across various

property types;

- Review and analyze business plans, leasing activity and monthly property operating performance;

- Maintain detailed and complex asset-level cash flow reforecasting models;

- Organize investment-level data on a monthly & quarterly reporting basis;

- Evaluate and analyze potential new investments, assisting with due diligence and execution of said

investments;

- Liaison with operating partners and leading members of the asset management team to review

business plan execution;

- Perform additional ad-hoc analysis as needed; and

- Help train and mentor junior analysts.

**Professional Experience **

- A minimum of 2 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;

- Familiarity with reading loan documents, joint-venture agreements, management agreements, etc.;

- Proficiency in Microsoft Excel, PowerPoint and ARGUS Enterprise.

**Education/Certification **

- Bachelor’s degree required

**Essential Skills & Competencies **

- 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: **Development and analysis of real estate-based financial models

with a focus on multifamily, office, and industrial assets. Familiarity with complex financial models including waterfalls and various debt structures. Ability to read and analyze investment, lease, and management agreements.

- **Initiative & Dependability: **Ability to perform responsibilities independently and proactively, solve problems, and improve processes and/or services. Self-directed, takes initiative and responsibility, and ensures completion of tasks.

- **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 Requirements **

-  Local and/or nationwide travel to assets and client sites may be required as needed, approximately 1-2 times per month depending on deal list.

**Position Details **

- **Classification: **Exempt

- **Position Status: **Regular, Full Time

- **Reports To: **Vice President, Equity

- **Direct Reports: **No

**Physical and 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. ~~

**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

**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. **

**We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. 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.**

Senior Analyst, Equity

Cortland® is a product-to-people, multifamily real estate investment, development, and management company that in-sources most of its multifamily development, design, construction, renovation, management, and ownership functions – all with the goal of providing residents excellent, hospitality-driven living experiences. With our pioneering business model, our commitment to placing the resident at the center of our decisions, and our enterprising team, we’re aiming to set a new experience standard for the apartment industry – one community at a time.

Our company is now comprised of a team of nearly 2,500 people across the US and the world, from our headquarters in Atlanta, GA to our international development office in London, UK. We’re always interested in new talent joining our mission to create superior living spaces and experiences designed to inspire our residents, associates, and investors to live a better life focused on what matters most to them.

Visit our website at www.cortland.com to learn more about the possibilities we create for our residents, associates, and investors.

Industry: Real Estate
Company Size: 1,001-5,000 employees

Cortland

At Cortland, we operate with a forward-thinking approach that challenges conventional norms and actively seeks insights beyond traditional industry boundaries. As a recognized leader in the multifamily sector, our focus on performance, innovation, and disciplined execution continues to drive strong growth and market leadership. We are committed to building a best-in-class organization by empowering top talent with the resources, autonomy, and support needed to deliver results and advance their careers in a high-performance environment.

**Role Overview**

As the Investment Analyst, you'll support Cortland's investment strategy by delivering rigorous financial analysis, modeling, and reporting across multifamily asset management, development, and acquisitions. You'll help inform investment decisions and ensure portfolio performance aligns with market conditions and business plans.

- Analyze investment performance using financial projection models, comparing results to market trends and approved business plans

- Forecast revenue, occupancy, and expenses; underwrite development, acquisition, and disposition opportunities

- Prepare clear, concise investment materials including briefs, committee packages, and investor reports

- Report property‑ and portfolio‑level valuations using current debt and equity market assumptions

- Audit financial analyses and assumptions to ensure accuracy, consistency, and credibility

- Conduct market research on supply, demand, rent and sales comparables, and estimated replacement costs

- Review operating and capital budgets and support execution of property business plans

- Partner with Revenue Management and Operations to align occupancy, rent growth, and renewal performance with investment goals

- Travel as needed to evaluate potential new acquisitions and monitor renovation progress

- Collaborate closely with the Investment Associate to expand responsibilities and deepen investment expertise

- Perform additional duties as assigned

**Qualifications**

- Bachelor's degree in Finance, Real Estate, Business, or a related field required

- 1–3 years of experience in investment or financial analysis; Multifamily real estate experience preferred

- Strong quantitative, analytical, critical thinking and problem-solving skills

- Effective organizational and strategic planning skills

- Exceptional interpersonal, written and verbal communication skills

- Proficiency in Microsoft Office Suite and data analysis applications

**About Cortland**

Founded in 2005, Cortland is an international, vertically integrated multifamily real estate investment, development, and management firm with a resident-centric approach to living experiences. Recognized as one of the top 10 multifamily owners and operators in the US, Cortland combines in-house design, construction, and operations to deliver value and innovation across its portfolio.

Join us as we reimagine apartment living and drive outsized returns through purpose, performance, and people.

~~Cortland is an equal opportunity employer, and we're proud to support and celebrate diversity in the workplace. We are committed to equal consideration for all qualified applicants regardless of race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, protected veteran status, genetic information or any other characteristic protected by applicable law. If you have a disability and need an accommodation or assistance with the application process and/or using our website, please email Careers@cortland.com~~

~~Cortland is a drug-free workplace.~~

~~Cortland participates in e-verify to verify the employment status of ~~~~all persons hired to work in the United States.~~

**California Applicant Privacy Notice**

~~We collect personal information from all job applicants, including identifiers (e.g., name, contact details), professional or employment information (e.g., résumé, work history, qualifications), and education information. This information is used for recruiting, evaluating your candidacy, conducting interviews, and managing the application process.~~

~~California residents may request access to or deletion of their personal information by contacting us at careers@cortland.com~~

**GDPR Statement**

~~When you apply to a job on this site, the personal data contained in your application will be collected by ~~~~Cortland ("Controller"), which is located at 3424 Peachtree RD NE Suite 300 Atlanta, GA and can be contacted by emailing careers@cortland.com because Controller wishes to evaluate your candidacy for employment at Controller. Your personal data was either obtained from publicly available sources (e.g. LinkedIn) or provided to Controller by someone who referred you for potential employment. Controller's data protection officer is Greg Shultz, who can be contacted at Greg.Shultz@cortland.com. Your personal data will be processed for the purposes of managing Controller's recruitment related activities, which include setting up and conducting interviews and tests for applicants, evaluating and assessing the results thereto, and as is otherwise needed in the recruitment and hiring processes. Such processing is legally permissible under Art. 6(1)(f) of Regulation (EU) 2016/679 (General Data Protection Regulation) as necessary for the purposes of the legitimate interests pursued by the Controller, which are the solicitation, evaluation, and selection of applicants for employment.~~

~~Your personal data has been shared with Greenhouse Software, Inc., a cloud services provider located in the United States of America and engaged by Controller to help manage its recruitment and hiring process on Controller's behalf. Accordingly, if you are located outside of the United States, your personal data has been transferred to the United States. Because the European Union Commission has determined that United States data privacy laws do not ensure an adequate level of protection for personal data collected from EU data subjects, the transfer was subject to appropriate additional safeguards under [either the standard contractual clauses or the Privacy Shield]. You can obtain a copy of the standard contractual clauses by contacting us at careers@cortland.com~~

~~Your personal data will be retained by Controller as long as Controller determines it is necessary to evaluate your application for employment. Under the GDPR, you have the right to request access to your personal data, to request that your personal data be rectified or erased, and to request that processing of your personal data be restricted. You also have to right to data portability. In addition, you may lodge a complaint with an EU supervisory authority. ~~

Investment Analyst - Dallas, TX

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