Associate, Fund Operations

Job Description

Job Description

ABOUT CIM GROUP:

CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create value in real assets, benefiting the communities in which we invest. Back in 1994, our three founders focused on projects in Southern California neighborhoods. Today, we are a diverse team of 900+ employees with projects across the Americas. Our projects have delivered jobs; created comfortable places to live, work, and relax; and provided necessary and sustainable infrastructure. Our focus on enhancing communities is unwavering, and we strive to make an even greater impact in the years to come. Join us and make an impact today!

POSITION PURPOSE:

The Global Client Group is seeking an Associate to manage the day-to-day interactions with the Japan, Private Wealth, Institutional Partner distribution teams, as well as fund administration vendors. The Associate will interface across multiple departments to communicate time-sensitive, proprietary information to each of our partners. This person will be the main point of contact for internal and external communications regarding product-specific operational inquiries.

This position is best suited for candidates who excel in fast paced, collaborative work environments. You will work closely with the Legal, Compliance, Fund Accounting, Tax, Marketing, IT, and Internal Audit.

RESPONSIBILITIES:

• Manage daily requests for a specific fund or funds from internal sales team members, firms, investors, partners and other internal parties in a timely manner.
• Support internal and external stakeholders with on-boarding, account opening, maintenance requests, capital calls, distribution requests, reporting and other transactions.
• Oversee several vendors utilized as part of the partner and investor on-boarding, reporting and communication process, as well as represent CIM in a professional and collaborative manner.
• Assist with deliverables outlined by leadership to establish servicing for new fund launches and/or restructuring activity.
• Speak comfortably and confidently with advisors, firms, and investors.
• Escalate issues to the manager as they arise.
• Interface with internal departments such as, Legal, Compliance, Fund Accounting, Tax, Marketing, IT, and Internal Audit.
• Monitor recurring requests, analyze reports, follow and maintain proper procedures and processes that preserve privacy, reporting and regulatory requirements.
• Work with Custodians to reconcile positions and transactions.
• Document procedures for processes and review on a recurring basis.

EDUCATION/EXPERIENCE REQUIREMENTS:

• Bachelor’s degree (preferably Finance, Economics, Accounting or Business)
• 2+ years relevant experience in the investment management or financial services industry with a focus on investor relations
• Series 7/63 or Series 99 licensing required or willing to obtain within 6 months

ABOUT YOU:

Communication Skills Requirements:

• Ability to read, analyze and interpret complex documents
• Ability to respond effectively to sensitive inquiries or complaints in written and verbal format to a wide range of audiences
• Ability to effectively interact with both internal and external parties on complicated topics and sensitive matters

Technical Skill Requirements:

• Demonstrated competence with Microsoft Office including Outlook, Excel, PowerPoint, Word, SharePoint and Teams
• Preferred experience with Salesforce

Mathematical Skill Requirements:

• Ability to analyze reporting metrics and spot variables
• Ability to comprehend general economic data and statistics

Reasoning Skill Requirements:

• Ability to define problems, collect data, establish facts and draw valid conclusions.
• Ability to prioritize varying requests and manage a variety of responsibilities.
• Ability to work with confidentiality when needed.

WHAT CIM OFFERS:

At CIM, we believe our success stems from our collective efforts, and we are committed to providing well-rounded support and resources for our employees. In addition to a competitive compensation plan, CIM offers a comprehensive benefits program for employees to thrive both inside and outside of work. Eligible employees can enjoy a wide range of benefits, including:

• A variety of Medical, dental, and vision benefit plans
• Health Savings Account with a generous employer contribution
• Company paid life and disability insurance
• 401(k) savings plan, with company match
• Comprehensive paid time off, including: vacation days, 10 designated holidays, sick time, and bereavement leave
• Up to 16 hours of volunteer time off
• Up to 16 weeks of Paid Parental Leave
• Ongoing professional development programs
• Wellness program, including monthly and quarterly prizes
• And more!

Actual base salary considers several factors including but not limited to geography, job-related knowledge, experience, and budget. The start of the salary range is typically associated with the minimum experience required.

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HOW WE FEEL ABOUT DIVERSITY AND INCLUSION:

At CIM Group, we believe that the unique perspectives and backgrounds of our employees enhance everything we do. We are committed to fostering an inclusive environment where diversity is not only respected but celebrated. We strive to ensure that our workplace is free from discrimination and harassment, allowing everyone to contribute meaningfully and feel a sense of belonging. As an equal opportunity employer, we strictly prohibit any form of unlawful discrimination and adhere to the laws enforced by the EEOC. Our goal is to provide a safe and supportive environment where all employees can grow and make impactful contributions together.

*Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on CIM Group. Please inform our Talent team if you need any assistance completing any forms or to otherwise participate in the application process.

CIM is committed to maintaining the confidentiality and privacy of your personal and financial information. Please click here for our Privacy Policy.

CIM does not accept unsolicited resumes from Agencies. Any unsolicited resumes received from Agencies will be considered property of CIM and no fees will be due or paid. If you wish to become an approved Agency with CIM or any of its Affiliates, please contact a member of the CIM Talent Acquisition Team.