Senior Director of Financial Performance and Analytics

BKM Capital Partners-posted 3 months ago
Full-time • Senior
Newport Beach, CA
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Resume
Match Score
Upload and Match ResumeTrack Jobs with Teal

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, the Senior Director of Financial Performance and Analytics will have four primary responsibilities: 1) architecture and maintenance of BKM's data strategy and warehouse; 2) risk and financial research and analytics in support of investment decisions; 3) investment performance analysis, attribution, and reporting; 4) oversight of the firm's corporate FP&A function. The ideal candidate will have a proven ability to lead high-performing analytical teams, redesign and automate reporting functions, and apply innovative modeling techniques to evaluate market trends and portfolio performance. This role will further drive institutionalization the firm's investment analytical capabilities in conjunction with building a robust corporate FP&A function. A key component of the role will develop and maintain strategic frameworks, dashboards, and analytical tool that will be used internally and with investors.

  • Lead, mentor, and develop a high-performing finance and analysis team focused on delivering internal reporting, analysis, and insight.
  • Restructure department workflows and communication lines to remove external-facing functions and focus on internal service delivery.
  • Partner cross-functionally with Asset Management, Fund Finance, Investor Relations, Acquisitions, and Executive Leadership to ensure alignment on reporting needs and strategic objectives.
  • Evolve and improve asset- and fund-level metrics, identifying trends or issues impacting portfolio returns.
  • Work with Asset Management to prioritize properties and capital projects by assessing return potential, project timelines, and investor expectations.
  • Conduct deeper evaluations of capital projects and operating initiatives to identify key drivers of success or underperformance.
  • Develop analytics and tools to model and stress test risk and return scenarios at acquisition, and for ongoing analysis through asset's hold period.
  • Improve and mature asset and portfolio level stress testing over multiple potential market scenarios.
  • Drive and continually improve tenant credit assessments.
  • Help drive consistency between the deal/underwriting teams and asset management processes to streamline workflows and elevate performance tracking.
  • Lead the corporate financial planning and analysis function.
  • Develop modeling tools to assess revenue and profit impact of multiple scenarios.
  • Create reports and analytics for the executive team to monitor cash flows, revenues, expenses, budgets, and other key business drivers.
  • Design and manage interactive dashboards to track portfolio performance metrics, market exposures, financing concentrations, peer benchmarking, and KPIs across asset classes.
  • Create and implement automated reporting solutions that centralize data from various departments into a unified analytics platform.
  • Own all reporting packages submitted to internal committees, including Investment Committee and Strategic Planning.
  • Spearhead the development of new analytical tools and methodologies for asset and market evaluation.
  • Encourage a culture of innovation within the team, fostering collaboration with data engineers and software vendors as needed.
  • Oversee the evolution of reporting tools and valuation templates to ensure accuracy, relevance, and scalability.
  • Develop and maintain predictive models that assess macroeconomic and regional risks and opportunities.
  • Stay ahead of trends in industrial real estate, using data to forecast occupancy risks, leasing demand, and capital deployment strategies.
  • Deliver market intelligence reports for executive-level strategic planning sessions.
  • Translate complex data into clear, actionable recommendations for executive-level decision making.
  • Provide scenario modeling and stress testing to support fund-level and asset-level strategic decisions.
  • Participate in quarterly asset strategy reviews, risk assessments, and hold/sell decision frameworks.
  • Partner with internal departments to constantly improve underwriting, market selection, and risk assessment across all investments.
  • Leverage internal and external data sources to answer critical portfolio-level questions.
  • Evaluate which markets to target based on economic indicators, growth prospects, and demand-supply fundamentals.
  • Provide guidance on appropriate pricing strategies and timing of acquisitions/dispositions.
  • Identify potential risks that could impact performance, and model scenarios to gauge the effect on overall portfolio returns.
  • Formalize and rank various target markets based on risk-adjusted return potential.
  • Conduct scenario analyses to inform capital structure decisions, investor alignment, and risk mitigation strategies.
  • Perform retrospective analyses to separate market-driven returns from operational value-add.
  • Create and manage interactive dashboards to monitor portfolio performance, market exposures, financing concentrations, and other key metrics.
  • Engage analytics staff to develop new ways of evaluating assets and markets to enhance returns.
  • Stay ahead of macroeconomic and regional trends impacting industrial real estate.
  • Translate complex data sets into clear, actionable insights for investment committee discussions and broader firm strategy.
  • Embed AI into the investment platform where appropriate and feasible.
  • Design and deploy machine-learning models and generative-AI workflows.
  • Partner with the Technology, Data Warehouse, and Strategic Initiative teams to integrate AI tools into existing workflows.
  • Define KPIs for each AI solution and run post-implementation reviews to refine models and maximize ROI.
  • Bachelor's degree in Finance, Economics, or related field; MBA or Master's degree strongly preferred.
  • CFA preferred.
  • 15+ years of experience in investment research and analysis, ideally within industrial or commercial real estate.
  • Strong preference for experience servicing as a lead portfolio manager responsible for investment decisions and risk.
  • 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.).
  • Demonstrated ability to build, mentor, and manage teams in a fast-paced, growth-oriented environment.
  • Exceptional written, verbal, and presentation skills.
  • Adept at linking macro-level trends to specific market- and asset-level strategies.
  • Strong interpersonal skills to partner effectively with cross-functional teams and external stakeholders.
  • Highly motivated, detail-oriented, solutions-focused, with a passion for continuous improvement and driving innovation.
  • 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)
Track Jobs with Teal

Job Search Resources

•
Resume Builder
•
Senior Finance Director Resume Examples
•
Senior Finance Director Cover Letter Examples

Tools

Career Hubs

Guides

Company

© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service