Director of Investments and Corporate Analytics

BKM Capital Partners is a growing firm and we are looking for hardworking professionals that want to grow with us. Located in our Newport Beach California office and reporting to the CFO the Director of Investment and Corporate Analytics (ICA) will oversee 3 major areas of financial analysis: 1) corporate financial planning and analysis; 2) asset analysis and reporting; and 3) portfolio analytics and modeling. The ICA team integrates corporate and investment analysis into a singular function to leverage scale and infrastructure while preserving the focus and expertise needed to excel in each discipline. The ICA team is also the business architect and sponsor of the BKMs data warehouse and structure.

The ideal candidate will have a proven ability to lead high-performing analytical teams redesign and automate reporting functions and apply innovative modeling and analysis techniques to drive corporate and investment performance. BKM has committed significant resources to this area of the business to stay ahead of the exponential growth the firms the experienced which is expected to continue in the coming years. The ICA team helps drive investment decisions corporate strategy and is critical in the delivery of client-facing information.

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

The Job Essentials

Departmental Leadership & Strategic Oversight

Lead coach and develop a high-performing team across varying experience levels.

Foster a collaborative inclusive and high-performing team culture focused on growth accountability and engagement and innovation.

Provide clear direction priorities and expectations while empowering team members to take ownership of their work and development.

Conduct ongoing performance management including one-on-ones goal setting and development planning.

Adapt leadership and communication styles to effectively support individuals at different stages of their careers.

Deliver scalable institutional quality core processes able to handle the challenges of continued growth.

Partner cross-functionally with Asset Management Fund Finance Investor Relations Acquisitions Marketing and Executive Leadership to ensure alignment on core business needs and strategic objectives.

Oversee the evolution of reporting tools and valuation templates to ensure accuracy relevance and scalability.

Translate complex data into clear actionable recommendations for executive-level decision-making.

Corporate FP&A

Lead the corporate financial planning and analysis function. Develop Modeling tools to assess revenue and profit impact of multiple scenarios including scenario and sensitivity analysis.

Create reports and analytics for the execute team to monitor cash flows revenues expenses budgets and other key business drivers.

Develop real time variance reporting for all key business drivers.

Drive the firms budgeting process to ensure resources are allocated to the highest priority objectives.

Develop KPIs and trending metrics to measure business financial performance against goals.

Asset Analysis and Reporting

Monitoring & Reporting: Evolve and improve asset- and fund-level metrics identifying trends or issues impacting portfolio returns.

Resource Allocation: Work with Asset Management to prioritize properties and capital projects by assessing return potential project timelines and investor expectations.

Attribution Analysis: Conduct deeper evaluations of capital projects and operating initiatives to identify key drivers of success or underperformance.

Develop detailed Asset Business Plans (in conjunction with the Asset Management team) that define the execution plans to reposition assets at acquisition.

Partner with the Portfolio Management team to deliver detailed asset level information to the firms separate account and Joint Venture investors.

Portfolio Analytics and Modeling

CANI: Partner with internal departments to constantly improve underwriting market selection and risk assessment across all investments.

Quantitative Portfolio Analysis: Leverage internal and external data sources to answer critical portfolio-level questions including:

• Market Allocation: Evaluate which markets to target (or reduce exposure to) based on economic indicators growth prospects and demand-supply fundamentals particular to BKMs light industrial thesis.
• Pricing & Timing: Provide guidance on appropriate pricing strategies and timing of acquisitions/dispositions.

• Risk Assessment: Identify potential risks (economic policy operational) that could impact performance and model scenarios to gauge the effect on overall portfolio returns.

Stress Testing: Conduct scenario analyses (e.g. interest rate shifts economic downturns) to inform capital structure decisions investor alignment and risk mitigation strategies.

Post-Mortem Attribution: Perform retrospective analyses to separate market-driven returns from operational value-add and extract lessons learned for continuous improvement.

Dashboard & Reporting: Create and manage interactive dashboards to monitor portfolio performance market exposures financing concentrations benchmark against peer set and other key metrics enabling quick decision-making.

Analytics Innovation: Engage analytics staff to develop new ways of evaluating assets and markets (e.g. broker performance deal size unit configuration) to enhance returns.

Market Intelligence: Stay ahead of macroeconomic and regional trends impacting industrial real estate creating predictive models that identify emerging opportunities and risks.

The Qualifiers

Bachelors degree in Finance Economics or related field; MBA or Masters degree preferred.

Experience: 15 years of experience in investment research and analysis ideally within industrial or commercial real estate.

Proficiency in financial modeling and underwriting (Excel Argus)

Expertise in market research tools (CoStar Real Capital Analytics REIS)

Expertise in data analytics and visualization platforms (Tableau Power BI etc.)

Leadership & Management: Demonstrated ability to build mentor and manage teams in a fast-paced growth-oriented environment.

Communication: Exceptional written verbal and presentation skills with the ability to distill complex analyses into compelling narratives.

Strategic Thinking: Adept at linking macro-level trends to specific market- and asset-level strategies; skilled at scenario modeling and risk assessment.

Collaboration: Strong interpersonal skills to partner effectively with cross-functional teams and external stakeholders.

Personal Attributes: Highly motivated detail-oriented solutions-focused with a passion for continuous improvement and driving innovation.

The Perks

Competitive Pay Bonus Incentive

Medical Dental Vision and Life Insurance

Paid Time Off

401k Plan

Professional Development Resources

Fun Work Environment (Indoor basketball/gym creative office team-building events company training opportunities and much more)