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.

This role currently oversees a team of up to seven (7) members. We are seeking a leader with a strong presence and proven ability to inspire and guide a diverse team. At BKM, our leadership philosophy centers on developing, coaching, and empowering our people to reach their full potential and thrive in a fast-paced, dynamic environment.

The Job Essentials

Departmental Leadership & Strategic Oversight

• 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.

Investment Performance Analysis

• 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.

• Portfolio Modeling: Develop analytics and tools to model and stress test risk and return scenarios at acquisition, and for ongoing analysis through asset’s hold period.

• Risk Management: Improve and mature asset and portfolio level stress testing over multiple potential market scenarios. Drive and continually improve tenant credit assessments.

• Standardization: Help drive consistency between the deal/underwriting teams and asset management processes (beyond debt integrations) to streamline workflows and elevate performance tracking.

Corporate Performance Analysis

• 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 execute team to monitor cash flows, revenues, expenses, budgets, and other key business drivers.

Dashboard & Reporting Infrastructure

• Design and manage interactive dashboards to track:

o Portfolio performance metrics

o Market exposures

o Financing concentrations

o Peer benchmarking

o 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.

Analytics Innovation & Data Strategy

• Spearhead the development of new analytical tools and methodologies for asset and market evaluation.

o Examples include broker performance scoring, unit configuration effectiveness, deal size impact on returns, and lease structure optimization.

• 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.

Predictive Modeling & Market Intelligence

• 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.

Data-Driven Recommendations & Strategy Enablement

• 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.

Investment and Portfolio Risk Management

• 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:

o Market Allocation: Evaluate which markets to target (or reduce exposure to) based on economic indicators, growth prospects, and demand-supply fundamentals particular to BKM’s light industrial thesis.

o Pricing & Timing: Provide guidance on appropriate pricing strategies and timing of acquisitions/dispositions.

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

• Market Risk Prioritization: Formalize and rank various target markets based on risk-adjusted return potential, helping leadership allocate resources efficiently.

• 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.

Data Analytics and Frameworks

• 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.

• Data-Driven Recommendations: Translate complex data sets into clear, actionable insights for investment committee discussions and broader firm strategy. AI-Powered Research & Platform Innovation

• Where appropriate and feasible, embed AI into the investment platform. Design and deploy machine‑learning models and generative‑AI workflows that turn BKM’s internal and third‑party data into real‑time, on‑demand market intelligence, underwriting guidance, and automated portfolio dashboards.

• Partner with the Technology, Data Warehouse, and Strategic Initiative teams to integrate AI tools into existing workflows, and lead training sessions that raise AI literacy across the organization.

• Measure and iterate. Define KPIs for each AI solution (speed‑to‑insight, forecast accuracy, cost savings) and run post‑implementation reviews to refine models and maximize ROI.

The Qualifiers

• Bachelor’s degree in Finance, Economics, or related field; MBA or Master’s degree strongly preferred. CFA preferred.

• Experience: 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.)

• 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)