Kablio AI
AI Turbo Recruiter
Want to hear how I work? Hit play.Kablio AI applies for you. You just show up to the interviewKablio AI helps you secure roles in construction, clean energy, facilities management, engineering, architecture, sustainability, environment and other physical world sectors.
Get hired, get rewarded!
Land a job through Kablio and earn a 5% salary bonus.
Exclusive benefits
5%Bonus
Senior Director of Financial Performance and Analytics
Bkm Capital Partners
Leading the financial performance and analytics team at BKM Capital Partners, responsible for data strategy, risk and financial research, investment analysis, corporate FP&A, and dashboard & reporting infrastructure.
19d ago
Expert & Leadership (13+ years), Experienced (8-12 years)
Full Time
Newport Beach, CA
Office Full-Time
Company Size
100 Employees
Service Specialisms
Asset Management
Leasing Management
Property Management
Construction Management
Financial Underwriting
Project Entitlement
Due Diligence
Planning and Design
Sector Specialisms
Industrial
Light Industrial
Small-bay Industrial
Mid-bay Industrial
Multi-tenant Industrial
Logistics
Technology
Home Maintenance
Role
What you would be doing
analytics innovation
asset modeling
risk management
market allocation
stress testing
market intelligence
- Partner cross-functionally with Asset Management, Fund Finance, Investor Relations, Acquisitions, and Executive Leadership to ensure alignment on reporting needs and strategic objectives.
- Participate in quarterly asset strategy reviews, risk assessments, and hold/sell decision frameworks.
- Oversee the evolution of reporting tools and valuation templates to ensure accuracy, relevance, and scalability.
- 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.
- Post-Mortem Attribution: Perform retrospective analyses to separate market-driven returns from operational value-add, and extract lessons learned for continuous improvement.
- Monitoring & Reporting: Evolve and improve asset- and fund-level metrics, identifying trends or issues impacting portfolio returns.
- Stay ahead of trends in industrial real estate, using data to forecast occupancy risks, leasing demand, and capital deployment strategies.
- Market Risk Prioritization: Formalize and rank various target markets based on risk-adjusted return potential, helping leadership allocate resources efficiently.
- Risk Management: Improve and mature asset and portfolio level stress testing over multiple potential market scenarios. Drive and continually improve tenant credit assessments.
- 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.
- Translate complex data into clear, actionable recommendations for executive-level decision making.
- Design and manage interactive dashboards to track:
- Lead, mentor, and develop a high-performing finance and analysis team focused on delivering internal reporting, analysis, and insight.
- Quantitative Portfolio Analysis: Leverage internal and external data sources to answer critical portfolio-level questions, including:
- Stress Testing: Conduct scenario analyses (e.g., interest rate shifts, economic downturns) to inform capital structure decisions, investor alignment, and risk mitigation strategies.
- Data-Driven Recommendations: Translate complex data sets into clear, actionable insights for investment committee discussions and broader firm strategy. AI-Powered Research & Platform Innovation
- Own all reporting packages submitted to internal committees, including Investment Committee and Strategic Planning.
- 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.
- 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.
- Standardization: Help drive consistency between the deal/underwriting teams and asset management processes (beyond debt integrations) to streamline workflows and elevate performance tracking.
- Restructure department workflows and communication lines to remove external-facing functions and focus on internal service delivery.
- Attribution Analysis: Conduct deeper evaluations of capital projects and operating initiatives to identify key drivers of success or underperformance.
- Spearhead the development of new analytical tools and methodologies for asset and market evaluation.
- Deliver market intelligence reports for executive-level strategic planning sessions.
- Provide scenario modeling and stress testing to support fund-level and asset-level strategic decisions.
- Pricing & Timing: Provide guidance on appropriate pricing strategies and timing of acquisitions/dispositions.
- 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.
- CANI: Partner with internal departments to constantly improve underwriting, market selection, and risk assessment across all investments.
- Risk Assessment: Identify potential risks (economic, policy, operational) that could impact performance, and model scenarios to gauge the effect on overall portfolio returns.
- 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.
- 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.
- Peer benchmarking
- Resource Allocation: Work with Asset Management to prioritize properties and capital projects by assessing return potential, project timelines, and investor expectations.
- Lead the corporate financial planning and analysis function. Develop Modeling tools to assess revenue and profit impact of multiple scenarios.
- Market Intelligence: Stay ahead of macroeconomic and regional trends impacting industrial real estate, creating predictive models that identify emerging opportunities and risks.
- Create reports and analytics for the execute team to monitor cash flows, revenues, expenses, budgets, and other key business drivers.
- Develop and maintain predictive models that assess macroeconomic and regional risks and opportunities.
- Encourage a culture of innovation within the team, fostering collaboration with data engineers and software vendors as needed.
- Create and implement automated reporting solutions that centralize data from various departments into a unified analytics platform.
What you bring
costar
tableau
argus
bachelor’s degree
cfa
financial modeling
- KPIs across asset classes
- Personal Attributes: Highly motivated, detail-oriented, solutions-focused, with a passion for continuous improvement and driving innovation.
- 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.
- Expertise in market research tools (CoStar, Real Capital Analytics, REIS)
- Communication: Exceptional written, verbal, and presentation skills, with the ability to distill complex analyses into compelling narratives.
- Examples include broker performance scoring, unit configuration effectiveness, deal size impact on returns, and lease structure optimization.
- Leadership & Management: Demonstrated ability to build, mentor, and manage teams in a fast-paced, growth-oriented environment.
- Strategic Thinking: Adept at linking macro-level trends to specific market- and asset-level strategies; skilled at scenario modeling and risk assessment.
- Bachelor’s degree in Finance, Economics, or related field; MBA or Master’s degree strongly preferred. CFA preferred.
- Expertise in data analytics and visualization platforms (Tableau, Power BI, etc.)
- Collaboration: Strong interpersonal skills to partner effectively with cross-functional teams and external stakeholders.
- Proficiency in financial modeling and underwriting (Excel, Argus)
- Paid Time Off
- Competitive Pay + Bonus Incentive
- 401k Plan
- Fun Work Environment (Indoor basketball/gym, creative office, team-building events, company training opportunities, and much more)
- Medical, Dental, Vision and Life Insurance
- Professional Development Resources
Information not given or found
Interview process
Information not given or found
Visa SponsorshipInformation not given or found
Security clearance- pre-employment background checks might be conducted as part of the hiring process.
People also searched
Company
Overview
Over $4.5B
Total Transactions
Total value of transactions across industrial properties nationwide.
23M Sq Ft
Industrial Portfolio
Total square footage managed across its diverse industrial holdings.
$785M in Deals
2024 Performance
Recent accomplishments including major transactions and significant industry recognition.
- With a vertically integrated model, handles acquisitions, financing, construction, leasing, asset and property management all in‑house.
- A hallmark project is its proactive value‑add work: strategic upgrades, adaptive repositioning and hands‑on management to drive cash flow.
- Operating in seven states across 14 offices, the team leverages proprietary tech (BKM Intel) to centralize data, underwriting and operations.
- Its approach thrives on the resilience of industrial real estate—short leases, steady tenants, and recession‑resistant fundamentals make it a standout.
- Excellence: They strive for excellence in every aspect of their work.
- Integrity: They are committed to acting with integrity in all their dealings.
- Innovation: They foster a culture of innovation to drive results.
- Collaboration: They believe in the power of teamwork to achieve their goals.
- Accountability: They take responsibility for their actions and outcomes.
2050
Net Zero Target
The company has established a goal to achieve net zero emissions, demonstrating its commitment to long-term environmental sustainability.
- Commitment to sustainability through green building certifications and environmentally responsible practices.
- Prioritizes energy-efficient operations and supports strategies to reduce environmental impact.
- Collaborates with partners who value environmental stewardship and sustainability throughout the investment lifecycle.
40% Women Leadership
Proportion of Women in Leadership Roles
Women make up 40% of leadership roles at the firm, reflecting a strong commitment to gender diversity.
- Promotes a culture of inclusion and diversity in recruitment and hiring practices.
- Committed to maintaining diverse teams across leadership and operational levels.
Kablio AIIf you're someone who helps build and power the world (or dreams to), Kablio AI is your pocket-sized recruiter that gets you hired.
Copyright © 2025 Kablio