Director, Portfolio Management

Headquartered in Newport Beach, California. BKM Capital Partners is a real estate 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 leasing to reposition and institutionalize light industrial assets, the firm continues to build on its proven track record, generating strong results with high levels of transparency and engagement for investors.

Overview

The Director, Portfolio Management will report directly to the Managing Director, Asset Management and be an integral member of the BKM Capital Partners’ leadership team. This person will be responsible for managing our partnerships which includes communication and support, operations and performance reporting, and overall portfolio performance. The position will require driving forward our Joint Venture and Portfolio Management initiatives. Travel is expected in this role and is anticipated to be approximately 10%.

Due to the collaborative nature of our company culture this position is 100% in office.

Responsibilities

• Portfolio Management : Aid in the formulation, establishment, and implementation of portfolio strategies for entire organization (all products and business lines).
• Accountable for investment related communications with investors regarding the performance of all of the portfolios within the company / fund.
• Responsible for developing and improving relationships / communication with investment clients as well as other members of the financial community.
• Oversees entire portfolio management functions.
• Establish, maintain, and enhance relationships with investment partners, and serve as the primary point of contact for the Joint Venture partnerships.
• Monitor portfolio performance, return projections, and identify risks to achieving targeted returns; collaborate on solutions and communication with the Executive and Asset Management Teams.
• Joint Venture Operations and Performance Reporting : Manage new property onboarding process internally and own responsibility for joint venture operations, execution, and governance.
• Develop content and preparation of standardized reporting packages and / or quarterly presentations.
• Work collaboratively with the financial reporting team to include property management, property accounting, fund accounting, and portfolio analyst to ensure accuracy and consistency in all JV reporting packages.
• Regularly communicate property specific performance to JV partners and act quickly with urgency to address questions or concerns.
• Create customized procedures, software systems and operational reporting deliverables for all new JV partners.
• Overall Portfolio Performance : Drive asset-level financial strategies based on asset and portfolio performance.
• Monitor portfolio trends and performance risks in the short and long term, and provide early indication of potential under-performing assets.
• Provide portfolio-level return projections and make disposition and / or financing recommendations that meet financial objectives and maximize value creation.
• Collaborate with Regional Asset Managers and Leasing Managers to understand quarterly market leasing assumptions and capital expenditure forecasts.
• Participate in Asset Strategy Review and Asset Strategy Execution meetings.
• Leadership Responsibility Expectations : Be respectful to all cross-team members needed for collaboration; teamwork is essential at this leadership level.
• Maintain an attitude aligned with role expectations; communicate above the line and do the right thing to gain respect.
• Deadline-driven with the ability to prioritize; maintain good communication and relationships with team members.
• Connect with teams to create a collaborative environment in task execution; perform other duties or projects as requested; demonstrate the highest ethical standards.
• Interpersonal Skills & Attributes Needed : Deadline-driven with the ability to prioritize; maintain good communication and relationships with team members; connect with teams to create a collaborative environment in the execution of required tasks; perform other duties or projects as requested; demonstrate the highest ethical standards.

The Qualifiers

The Perks

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