Associate Analyst, Portfolio Management
3 weeks ago
BKM Capital Partners is a growing firm looking for driven entrepreneurial professionals whom are passionate about their work. Located in our Newport Beach, CA office, the Associate, Portfolio Management will play an integral role by supporting the Portfolio Management team in financial analysis, tracking and reporting on the company’s owned multi-tenant light industrial real estate assets. The Associate, Portfolio Management will report to the Director, Portfolio Management and will primarily provide support on all analytic and strategic aspects of BKM Industrial Value Funds. This role is 100% in-office due to the collaborative nature of this role.
Essential Functions:
Financial Analysis
- Prepare and maintain property and portfolio level financial valuation models using ARGUS Enterprise and Excel based on information drawn from various sources.
- Analyze and interpret property level information including historical operating statements, operating expense recovery structures, budgets, leases, and loan agreements.
- Understand critical and core property level financial/operating issues and be able to articulate variances from budget to management.
- Review third party reports, budgets, processes, and contracts.
- Train others in the use of Excel and Argus Enterprise, as necessary.
Financial Reporting
- Prepare monthly and quarterly financial reports to be reviewed by senior management.
- Prepare quarterly updates to asset-level valuation models (ASE models).
- Assist the asset management team in tracking and coordinating monthly and quarterly tenant obligations, including but not limited to timely payment of rent, real estate taxes, and insurance renewals.
- Communicate analysis results to senior management in a concise, actionable format.
Market Research
- Gather industry-standard market research and stay current on industry trends. Maintain thorough market awareness in targeted markets through direct research and review of third-party research.
Transaction Execution
Acquisitions
- Assist in the onboarding of new assets from the Acquisitions group into Asset and Portfolio Management.
- Create new valuation models and management reporting templates for newly acquired assets.
Disposition
- Prepare Hold/Sell Analysis to determine optimal exit timing and to derive execution strategies to maximize value.
- Analysis of potential disposition strategies from the mindset of the buyer.
- Prepare materials for brokers including ARGUS models and management of due diligence materials.
- Prepare responses to inquiries from brokers and potential buyers during disposition process.
Other
- Perform ad-hoc analyses and prepare reports based on internal and external inquiries.
- Perform ad-hoc analyses to assist other departments as necessary.
The Qualifiers:
- Bachelor’s degree in real estate, finance, economics or other business discipline
- 4+ years in analyst role within the Commercial Real Estate field
- Advanced Excel capabilities (building and proofing financial models)
- Argus Enterprise experience
- A general 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
- Medical, Dental, Vision, Long Term Disability, Pet, and Life Insurance
- Paid Time Off
- 401k Plan + Match
- Professional Development Resources
- Fun Work Vibe (Indoor basketball/gym, ping pong, patio, employee engagement events, etc.)
Company DescriptionHeadquartered in Newport Beach, California, BKM Capital Partners is a fund manager specializing in the acquisition and improvement of value-add multi-tenant industrial properties in metro areas across the Western U.S. Combining a deep knowledge of this niche industrial product type with in-house capabilities including on-site property management, asset management, and structured financing, the firm continues to build on its proven track record, generating strong results with high levels of transparency and engagement for investors. We are an Equal Opportunity Employer.Company DescriptionHeadquartered in Newport Beach, California, BKM Capital Partners is a fund manager specializing in the acquisition and improvement of value-add multi-tenant industrial properties in metro areas across the Western U.S. Combining a deep knowledge of this niche industrial product type with in-house capabilities including on-site property management, asset management, and structured financing, the firm continues to build on its proven track record, generating strong results with high levels of transparency and engagement for investors. We are an Equal Opportunity Employer.
-
Associate Analyst Portfolio Management
2 weeks ago
Newport Beach, United States bkm Capital Partners Full timeJob Description BKM Capital Partners is a growing firm looking for driven entrepreneurial professionals who are passionate about their work. Located in our Newport Beach, CA office, the Associate, Portfolio Management will play an integral role by supporting the Portfolio Management team in financial analysis, tracking and reporting on the company’s owned...
-
Associate, Portfolio Management
2 months ago
Newport Beach, United States BKM Capital Partners Full timeJob DescriptionJob DescriptionBKM Capital Partners is a growing firm looking for driven entrepreneurial professionals whom are passionate about their work. Located in our Newport Beach, CA office, the Associate, Portfolio Management will play an integral role by supporting the Portfolio Management team in financial analysis, tracking and reporting on the...
-
Junior Analyst, Portfolio Management
4 days ago
Newport Beach, United States bkm Capital Partners Full timeJob OverviewBKM Capital Partners is a dynamic firm seeking motivated and entrepreneurial individuals who are enthusiastic about their careers. The Junior Analyst, Portfolio Management will be a vital contributor to the Portfolio Management team, focusing on financial analysis, monitoring, and reporting for the company's multi-tenant light industrial real...
-
IT Portfolio Analyst
2 months ago
Virginia Beach, United States Zealriver Technologies Inc Full timeJob DescriptionJob DescriptionIT Portfolio Analyst ZealRiver will be providing enterprise management and technical support of the Naval Surface Warfare Center Dahlgren Division Dam Neck Activity (NSWCDD DNA) by providing assistance in policy, procedures, seat refresh, engineering/technical solutions, ordering to Next Generation Enterprise Network (NGEN) and...
-
Community Association Portfolio Supervisor
4 days ago
Deerfield Beach, Florida, United States Braeside Condominium Management Full timePosition OverviewBraeside Condominium Management is in search of a qualified Community Association Portfolio Supervisor to oversee our North Shore portfolio. We pride ourselves on offering competitive compensation and benefits, manageable portfolio sizes, and a supportive work atmosphere.The ideal candidate will possess a valid license and demonstrate...
-
Trust Portfolio Manager
1 month ago
Newport Beach, United States Umpqua Bank Full timeWealth Management Newport Beach, California Description About Us: Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It’s an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based...
-
Community Association Portfolio Manager
1 week ago
North Myrtle Beach, United States Atalaya Property Management, Inc. Full time $45,000 - $60,000Job DescriptionJob DescriptionCommunity Association Portfolio ManagerExperienced HOA Manager - Full Time PositionCMCA PreferredMust have clean driving record as position utilizes a company vehicle.General Description of PositionThe Community Manager has the responsibility of managing the day-to-day operations of a portfolio of associations. Delivering...
-
Trust Portfolio Manager
1 month ago
Newport Beach, United States Umpqua Bank Full timeDescription About Us: Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It's an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets...
-
Sr. Portfolio Manager Team Lead
1 week ago
Newport Beach, United States Sumitomo Mitsui Banking Corp Full timeJob Level: Executive Director Location: Newport Beach, CA, US, 92660 Requisition ID: 3171 ABOUT THE ORGANIZATION SMBC MANUBANK was formed by a group of banking entrepreneurs in June 1962. Our scope is to serve the specialized needs of California middle-market businesses, manufacturers, wholesalers, distributors, importers, exporters, and service companies,...
-
Portfolio Investment Manager
1 day ago
Newport Beach, California, United States Northern Trust Full timeAbout Northern TrustNorthern Trust is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we have established ourselves as a trusted provider of innovative financial services and guidance to high-net-worth individuals, families, and institutions.We take pride in our commitment to service, expertise, and...
-
Portfolio Manager
4 weeks ago
Newport Beach, United States PIMCO Full timePIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the...
-
Credit Research Analyst
2 months ago
Newport Beach, United States PIMCO Full timeWe invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets.We are seeking an experienced Credit Research Analyst to work in our Newport Beach, CA office.This analyst will cover Investment Grade and High Yield credits within the financial sector.Credit...
-
Credit Research Analyst
2 months ago
Newport Beach, United States PIMCO Full timeWe invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets.We are seeking an experienced Credit Research Analyst to work in our Newport Beach, CA office.This analyst will cover Investment Grade and High Yield credits within the financial sector.Credit Research...
-
Portfolio Management Officer I
2 months ago
Newport Beach, United States Bank of America Full timeJob Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...
-
Portfolio Manager
3 weeks ago
North Miami Beach, United States KW Property Management & Consulting Full timeDemonstrate a positive, professional and client-oriented attitude about the company with coworkers, residents, owners, clients and the public; whether contact is by mail, telephone or in person. Constantly strive for improvements in work process and Portfolio Manager, Manager, Property Management, Equipment Maintenance, Portfolio, Staff
-
Portfolio Analyst, Credit Opportunities
3 weeks ago
West Palm Beach, United States The Ladders Full timeGraham Capital Management, L.P. ("GCM") manages assets on behalf of global pensions, sovereign wealth funds, endowments and foundations, investment management advisors and qualified individual investors. GCM manages quantitative and discretionary trading portfolios with a variety of return and volatility objectives, as well as blended portfolios that include...
-
Portfolio Asset Strategist
1 week ago
Newport Beach, California, United States Community Development Partners Full timePortfolio Asset Strategist Position at Community Development PartnersCommunity Development Partners is dedicated to delivering exceptional housing solutions and is committed to fostering life-enhancing affordable housing with a distinct emphasis on community involvement. As a certified B Corporation, we prioritize impact-driven objectives while developing...
-
Portfolio Community Association Manager
3 hours ago
Ponte Vedra Beach, Florida, United States MAY Management Service, Inc. Full timeJob DescriptionAbout the RoleWe are seeking a highly skilled and experienced Community Association Manager to join our team at MAY Management Service, Inc. as a Portfolio Community Association Manager. This is a leadership role that requires a strong understanding of community association management principles and practices.Key ResponsibilitiesBoard...
-
Senior Investment Portfolio Manager
1 week ago
Newport Beach, California, United States Northern Trust Full timeAbout Northern Trust: Northern Trust, a distinguished Fortune 500 entity, has established itself as a leading financial institution with a legacy dating back to 1889. We take pride in delivering innovative financial solutions and expert guidance to a diverse clientele, including some of the world's most affluent individuals, families, and institutions, while...
-
Community Association Portfolio Manager
1 week ago
Miami Beach, Florida, United States Trident Real Estate, Inc. Full timeJob OverviewTrident Real Estate, Inc. is a dynamic and technology-focused property management firm seeking a full-time Licensed Community Association Manager (CAM) to oversee a diverse portfolio of Condominium Associations.Position SummaryThe Community Association Manager (CAM) will be responsible for the effective management and supervision of various...