Senior Analyst, Investment & Corporate Analytics

Newport Beach, CA - USA

Yearly Salary: $ 125000 - 125000

Posted on: 11 hours ago

Vacancies: 1 Vacancy

Job Summary

BKM Capital Partners is a growing firm and we are looking for hard-working professionals that want to grow with us. Located in our Newport Beach California office the Senior Analyst Investment & Corporate Analytics will play an integral role by supporting the management team in financial analysis tracking and reporting on the companys owned multi-tenant light industrial real estate assets. The Senior Analyst Investment & Corporate Analytics will report to and support the team on all analytic and strategic aspects of the companys real estate. This will include quarterly internal and external valuations hold/sell recommendations business plan execution capital plan implementation tracking and lease analysis etc.

This role is 100% in-office due to the collaborative nature of our business.

Essential Functions:

Financial Analysis:

Prepare property and portfolio level financial investment models using ARGUS (both DCF and Enterprise) and Excel based on information provided from various sources including the acquisitions team asset managers outside brokers appraisers and other service providers.

Prepare monthly and quarterly financial reports to be reviewed by Operations Committee Senior Management and Investors.

Analyze and interpret property level information including historical operating statements budgets leases loan agreements ground leases etc.

Understand critical and core property level financial/operating issues and be able to provide recommendations for value creation and resolution.

Review third party reports budgets processes and contracts.

Monitor capital projects and coordinate loan draws with lender.

Assist in annual lender reporting monitor loan hurdles (debt coverage requirements etc.) and track debt maturities.

Perform ad-hoc analysis and reports based on internal and external inquiries.

Communicate analysis results to senior management in a concise actionable format.

Train others in the use of Excel and Argus valuation software as necessary.

Transaction Execution

Track leasing activity on all assets under management and market activity in order to keep valuation models up to date as well as provide such information to other departments of the company as needed.

Gather market research and stay current on industry trends. Maintain thorough market awareness in targeted markets through direct research and review of third-party research. Develop external sources of data (brokers appraisers etc.) in target markets.

Assist in transaction due diligence by collecting reviewing analyzing and summarizing property reports leases and other due diligence documents.

Assist in the onboarding of new assets from the Acquisitions group into Asset Management.

The Qualifiers:

Bachelors degree in real estate finance economics or other business discipline

3 years in an analyst role within the Commercial Real Estate field

Advanced Excel capabilities (building and proofing financial models)

Argus Enterprise (AE) experience (Argus DCF is a plus)

An understanding of commercial real estate terms and investment principles

Excellent written and oral communication skills

Strong organizational and administrative skills with a keen attention to detail

Motivated and results-driven with strong work ethic

The Perks:

Competitive Pay Bonus Incentive

Medical Dental Vision and Life Insurance

Paid Time Off

401k Plan Match

Professional Development Resources

Collaborative Work Environment

Required Experience:

Senior IC