Treasury Management Analyst

Company: BELLWETHER ASSET MANAGEMENT, INC
Location: Salt Lake City
Posted on: May 28, 2023

Job Description:

Bellwether Asset Management, Inc. ("BWAM") is a privately held firm located in Los Angeles, CA, specializing in the management, analysis and reporting of over $21 billion of AUM across a wide range of real-estate related assets and corporate platforms in the United States, Europe and Asia.About the Job
We are seeking a treasury management analyst to join the rapidly growing Servicing Team who will be responsible for the oversight of a portfolio of commercial real estate debt investments. The treasury management analyst will maintain complex financial analyses, create/evaluate monthly reports, and perform reviews invoices.Responsibilities

• Assist with new portfolio and loan level onboarding within BWAM's proprietary loan servicing system
• Monitor reserve and escrow accounts and perform routine escrow analysis
• Create, reconcile and review billing, partial paydown and payoff statements along with -remittance reports
• Coordinate with treasury department for daily cash management functions
• Reconcile bank accounts on a daily basis
• Apply payments received to appropriate invoices
• Coordinate payments for property taxes and insurance
• Perform additional ad-hoc analysis, as neededQualifications
  • Ability to read and analyze investment, lease, loan and management agreements
  • Dynamic team player with strong integrity, a high degree of professionalism
  • Ability to succeed in an entrepreneurial environment including:
  • Good interpersonal, communication, organizational and multi-tasking skills
  • Excessive attention to detail, outstanding initiative and an eagerness to learn with a strong work ethic
  • Completion of a high level of work within tight timeframes and successfully managing competing deadlines
  • Ability to grasp new concepts quickly and work with limited direct guidanceBase Salary: $50,000 - $60,000Who We Are
    BWAM 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. BWAM has been built on the
    founding principles of persistence, team, innovation, diligence, community and integrity.The BWAM portfolio includes direct property investments, corporate investments, residential
    land, and residential and commercial loan pools. Since its founding in 2013, BWAM has continued
    to expand its services to a variety of investment firms, family offices and start-ups.
    BWAM's platform helps provide greater efficiency and functionality through the following areas:
    • Asset-level analytics: Providing quantitative and qualitative investment- and portfolio level performance reports by consolidating and analyzing monthly operating statements produced by operating partners to track and monitor performance against initial underwriting;
    • Active Asset Management Support: The team works closely with Acquisition Teams to help monitor all strategic and joint-venture operating partners on a day-to-day basis. Responsibilities include weekly leasing calls, monthly operational reviews, annual budget and business plan reviews and financial analysis;
    • Investment and Fund-level Reforecasting: BWAM is responsible for creating proprietary investment-level valuation models for the portfolio to enhance our ability to reforecast investment-and fund-level performance on a routine basis.BWAM and its affiliates provide equal employment opportunity to all qualified employees and
      applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national
      origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender
      identity or expression, disability, genetic predisposition, veteran or military status, status as a
      victim of domestic violence, a sex offense or stalking, or any other classification prohibited by
      applicable law.
      For additional information on BWAM, please visit www.BellwetherAM.comPowered by JazzHR

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