Alves & Martinez Physical Therapy & Athletic Performance · 2 days ago
Senior Analyst, Investment & Corporate Analytics
Newport Beach, CA
Full-time
Onsite
Mid, Senior Level
$105K/yr - $125K/yr
3+ years expBKM Capital Partners is a growing firm located in Newport Beach, California, seeking a Senior Analyst, Investment & Corporate Analytics. This role involves supporting the management team in financial analysis and reporting on the company’s real estate assets, including valuations and strategic recommendations.
FitnessHealth CareWellness
Responsibilities
Prepare property and portfolio level financial investment models using ARGUS (both DCF and Enterprise) and Excel based on information provided from various sources including the acquisitions team, asset managers, outside brokers, appraisers and other service providers
Prepare monthly and quarterly financial reports to be reviewed by Operations Committee, Senior Management and Investors
Analyze and interpret property level information including historical operating statements, budgets, leases, loan agreements, ground leases, etc
Understand critical and core property level financial/operating issues and be able to provide recommendations for value creation and resolution
Review third party reports, budgets, processes, and contracts
Monitor capital projects and coordinate loan draws with lender
Assist in annual lender reporting, monitor loan hurdles (debt coverage requirements, etc.) and track debt maturities
Perform ad-hoc analysis and reports based on internal and external inquiries
Communicate analysis results to senior management in a concise, actionable format
Train others in the use of Excel and Argus valuation software as necessary
Track leasing activity on all assets under management and market activity in order to keep valuation models up to date, as well as provide such information to other departments of the company as needed
Gather market research and stay current on industry trends. Maintain thorough market awareness in targeted markets through direct research and review of third-party research. Develop external sources of data (brokers, appraisers, etc.) in target markets
Assist in transaction due diligence by collecting, reviewing, analyzing and summarizing property reports, leases, and other due diligence documents
Assist in the onboarding of new assets from the Acquisitions group into Asset Management
Qualification
Required
Bachelor's degree in real estate, finance, economics or other business discipline
3 + years in an analyst role within the Commercial Real Estate field
Advanced Excel capabilities (building and proofing financial models)
Argus Enterprise (AE) experience (Argus DCF is a plus)
An 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
Benefits
Medical, Dental, Vision and Life Insurance
Paid Time Off
401k Plan + Match
Professional Development Resources
Collaborative Work Environment
Company
Alves & Martinez Physical Therapy & Athletic Performance
Alves & Martinez physical therapists use a unique combination of manual therapy, corrective exercises and strengthening to assist in a faster recovery from injury.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jeff Alves
Co-Owner
Company data provided by crunchbase