--- title: 'Senior Financial Analyst at Bellwether' canonical: 'https://feeny.ai/job/senior-financial-analyst-bellwether-dallas-6pyx9gp8p5wf' type: 'job' last_seen: '2026-09-07' --- # Senior Financial Analyst at Bellwether - **Company:** Bellwether - **Location:** Dallas, TX - **Compensation:** $110k - **Employment:** full-time - **Work type:** onsite - **Posted:** 2026-08-20 - **Last confirmed live:** 2026-09-07 - **Apply:** https://jobs.lever.co/bellwetheram-2/53cb124c-130a-4dbe-9022-0742fec71601 ## Job description 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, London and Dallas. ## Overview Bellwether is seeking a Portfolio Analytics Senior Analyst to join our Portfolio Management Team. It is a unique opportunity for someone eager to play an integral role in producing highly leveraged and impactful analytical reports. The individual will interact with multiple stakeholders while gaining exposure to various asset classes and fundraising and marketing initiatives. Additionally, this role will be critical in helping conduct portfolio analysis, create new client reporting, and spearhead various production efforts across teams. ## Key Responsibilities - Compile investment-level financial information and assist in creating best-in-class investor relationships and marketing reports - Build, maintain and assist in automating analytical dashboards across multiple clients - Analyze and calculate portfolio-level metrics that will be used to provide KPIs across various client strategies (i.e., Opportunistic, Income, and Debt) - Actively engage and coordinate deliverables with Asset and Portfolio management teams - Assist with Due Diligence Questionnaires for client fundraising efforts - Create and develop marketing and investor reports for new clients Professional Experience - Minimum 2-3 years of experience in financial services and/or real estate investment, and at least the same amount of time in an analytical role - Advanced Excel and PowerPoint - Experience in Big Data Management, MRI  and Tableau is a plus Education/Certification - A bachelor’s degree is required, preferably in Finance, Economics or Engineering fields 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: Strong analytical skills and detailed oriented. Proven ability to grasp new concepts, initiate ideas and implement new processes. Exhibits an eagerness to learn. Ability to work cross-functionally with different parts of the organization. Ability to manage and organize large amounts of data and communications. - 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. - 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 - No travel is required for this position. Position Details - Classification:  Exempt - Position Status:  Regular / Full Time - Reports To:  Managing Director, Portfolio Analytics - 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. ## About Bellwether ## Company Overview - **One-liner**: Bellwether is a global advisory firm that helps businesses solve complex challenges and enhance enterprise value, with a specialization in real estate asset management and transaction advisory. - **Entity Type**: Private (no disclosed funding stage) - **Headquarters**: Los Angeles, California, United States - **Founded**: 2013 - **Founders**: Co‑founded by a team including Mr. Grzeskowiak (name from team page) ## Core Business - Primary industry: Business Consulting and Services / Real Estate Asset Management - Target customers: Private equity firms, real estate investors, corporations, and institutional clients across aerospace & defense, consumer goods, industrials, technology, and financial services - Mission or purpose statement: “To provide tailored value‑enhancement advisory services and create value across the business lifecycle – from transaction management to operational transformation.” ## Products & Services - **Transaction Advisory**: M&A support, due diligence, and deal execution for real estate and corporate platforms. - **Asset Management**: Oversight of debt and equity investments across commercial real estate, including senior, mezzanine, and preferred equity. - **Portfolio Management**: Strategic management of over $40B in assets under management (AUM) across North America, Europe, and Asia. - **Construction Management**: Oversight and management of development and construction projects throughout client portfolios. - **Valuations & Underwriting**: Analysis and reporting for CMBS, CRE CLO, and other structured products. - **Performance Improvement**: Operational transformation and value‑enhancement strategies for portfolio companies. ## Market Standing - **Valuation/Market Cap**: Not disclosed (privately held) - **Key Metric**: Annual Revenue ~$15.7M (2024/2025 estimate); AUM over $40B - **Notable Investors/Partners**: Partners with PREA Foundation and Project Destined for mentorship and diversity programs. No external investors publicly listed. - **Growth Signals**: 16.3% YoY headcount growth (236 employees, +40 people); new offices in Dallas and El Segundo; expanded debt platform (CMBS, CRE CLO); launching 5th annual Women’s Mentorship Program. ## Competitive Advantages - Deep expertise in real estate debt and equity across all property types (multifamily, student housing, mixed‑use, etc.) - Global presence with offices in the U.S. and U.K., enabling cross‑border advisory - “High‑performance culture” that attracts top talent and emphasizes collaboration across all levels - Proprietary technology and analytical capabilities for portfolio management and reporting - Long‑standing client relationships and a track record of managing over $40B in AUM ## Strategic Focus - Continue expanding the debt platform, particularly in CMBS and structured products (SASB, CRE CLO, Conduit) - Invest in technology initiatives to improve portfolio management and reporting - Strengthen talent pipeline through mentorship programs (Women’s Mentorship Program, partnerships with PREA Foundation and Project Destined) - Grow geographic footprint (recent Dallas office, expansion in El Segundo) ## Why Work Here - Culture: “High performance” with a focus on results over titles; principals and analysts work together. Emphasis on professional development, internal mentorship, and community service. - Remote/Hybrid Policy: Some roles are hybrid (e.g., Women’s Mentorship Program developers can apply remotely if not local to LA or Dallas). Specific roles (e.g., Associate, Asset Management) are listed as Los Angeles, CA or Dallas, TX. - Notable Perks: Salary range for Associate, Asset Management is $115,000–$130,000/year. Opportunities for mentorship, leadership from day one, and exposure to complex real estate transactions. - Engineering Culture: Not a pure tech company, but technology is a key enabler for portfolio management; the firm values “forward‑thinking individuals” and entrepreneurial spirit. ## Sources 1. [linkedin.com](https://linkedin.com/company/bellwether-inc-co) – Company overview, employee count, growth, locations 2. [bellwetherco.com](https://bellwetherco.com/careers/) – Career page, job descriptions, culture, salary range 3. [bellwetherco.com](https://bellwetherco.com/team/) – Team page citing co‑founder Mr. Grzeskowiak 4. [bellwetherco.com](https://bellwetherco.com/culture/) – Culture page, values, mentorship programs 5. [jobs.lever.co](https://jobs.lever.co/bellwetheram-2) – Open positions, Women’s Mentorship Program details ## Other roles at Bellwether - [Senior Analyst, Valuations](https://feeny.ai/job/senior-analyst-valuations-bellwether-el-segundo-qataweeyb1c0) — El Segundo, CA - [Senior Analyst, Equity](https://feeny.ai/job/senior-analyst-equity-bellwether-dallas-g5v75b6f91vy) — Dallas, TX - [Senior Analyst, Valuations](https://feeny.ai/job/senior-analyst-valuations-bellwether-dallas-w81myf2m7k4s) — Dallas, TX - [Technical Product Manager, Data Platforms](https://feeny.ai/job/technical-product-manager-data-platforms-bellwether-dallas-zhen46dkzfht) — Dallas, TX - [Associate, Real Estate Equity Asset Management](https://feeny.ai/job/associate-real-estate-equity-asset-management-bellwether-london-69qqw040w9fx) — London, United Kingdom - [Vice President, Debt](https://feeny.ai/job/vice-president-debt-bellwether-el-segundo-0e7dbvtm77b2) — El Segundo, CA - [Vice President, CMBS Debt](https://feeny.ai/job/vice-president-cmbs-debt-bellwether-el-segundo-8z226pgnbwpv) — El Segundo, CA - [Senior Analyst, Equity](https://feeny.ai/job/senior-analyst-equity-bellwether-dallas-1915spkzd8sk) — Dallas, TX - [Senior Analyst, FP&A](https://feeny.ai/job/senior-analyst-fp-a-bellwether-dallas-ymm624b2y1bn) — Dallas, TX - [Vice President, Debt](https://feeny.ai/job/vice-president-debt-bellwether-dallas-zjwca4hxxpez) — Dallas, TX