Analyst, Portfolio Oversight
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 1,000+ 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 Investments Group at CIM is comprised of investments and portfolio management professionals working collaboratively to a) source, structure and execute new investments, and b) ensure that investment and fund performance aligns with the fund objectives. The Portfolio Oversight function leads coordinated efforts to design the composition of CIMâs funds, maximize the value of its investments to drive fund performance, and communicate ongoing fund performance to investors and prospective investors. As a critical part of the Investment Group, this position will provide portfolio oversight support to a subset of funds and/or investment vehicles within the firmâs Real Estate Equity platform. Additionally, this role will offer significant exposure to CIMâs wide range of investment platforms active in principal investing across the Real Assets industry. ESSENTIAL FUNCTIONS:
Portfolio Oversight: act as subject matter expert on the strategy and underlying investments to ensure decisions regarding individual assets are made with an eye towards the impact on the portfolio as a wholeAcquisition analysis: work with Investments team to evaluate the risk/return and potential fit of new investments Portfolio Composition Review: develop hold/sell recommendations on individual assets within CIMâs funds and create strategy for go-forward portfolio composition targets based on an assessment of market and valuation trends Portfolio and asset-level leverage analysis: provide analysis and support for decisions relating to leverage & lending Investment pipeline: maintain up to date knowledge and understanding of potential acquisitions
Asset Management: work closely with Investments team to oversee and monitor the overall performance of all assets in the portfolioTrack progress of each investment against its business planCollaborate with other CIM departments to make recommendations for asset-level decisions, including leasing, property management, development, and construction Hold various internal groups across CIM accountable for delivering against stated business plan objectives Review and share recommendations/insights on annual budgets and business plans Review and present quarterly third-party appraisals to senior managementProvide detailed and regular updates to investors and internal stakeholders
Reporting & Fundraising: meet the needs of existing and prospective partners and co-investors to support our portfolioâs activities by acting as subject matter expert on the strategy, composition and performance of the FundMarket researchInvestor and Consultant reporting (Quarterly Variance Analysis, Update reports, etc.)Assisting in the development of presentations and materials to support marketing and due diligence efforts (Flipbook, Annual and Quarterly reports, DDQ, Case Studies, etc.)Partner and Co-investor meetings / calls and toursOn-site and off-site due diligence meetingsContinuous improvement of service offeringInvestor negotiation (side letters, closings) EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.) 1-2 Yearsâ prior experience in Real Estate or Investment Banking or related fieldDemonstrated expertise with Microsoft Office including Outlook, Excel, PowerPoint and WordFamiliarity with financial statements, including income statement, balance sheet, and cash flow statementMust be willing to travel up to 15% of the time, both domestically and internationally KNOWLEDGE, SKILLS AND ABILITIES: Familiarity with and ability to read, analyze and interpret complex legal documents, such as fund organizational documents and side lettersAbility to respond clearly and concisely to the most sensitive inquiries in written and verbal format to a wide range of audiencesAbility to effectively interact with both internal and external parties on complicated topics and sensitive matterAbility to calculate, analyze, and explain real estate related return metrics and other variablesAbility to comprehend and analyze general economic data and statisticsAbility to define problems, collect data, establish facts and draw valid conclusions PERFORMANCE METRICS: Portfolio and asset level performanceSupport of fundraising effortsConsistency and quality of contentDepth of subject-matter knowledge Additional Information 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:â˘A variety of Medical, dental, and vision benefit plansâ˘Health Savings Account with a generous employer contributionâ˘Company paid life and disability insuranceâ˘401(k) savings plan, with company matchâ˘Comprehensive paid time off, including: vacation days, 10 designated holidays, sick time, and bereavement leaveâ˘Up to 16 hours of volunteer time offâ˘Up to 16 weeks of Paid Parental Leaveâ˘Ongoing professional development programsâ˘Wellness program, including monthly and quarterly prizesâ˘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. At CIM, base pay is one part of the total compensation package. This role is eligible for bonus pay in addition to base salary. The anticipated base salary range for the position in Los Angeles, CA is $90,000 - $120,000. 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.#LI-SP1
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Portfolio Oversight: act as subject matter expert on the strategy and underlying investments to ensure decisions regarding individual assets are made with an eye towards the impact on the portfolio as a wholeAcquisition analysis: work with Investments team to evaluate the risk/return and potential fit of new investments Portfolio Composition Review: develop hold/sell recommendations on individual assets within CIMâs funds and create strategy for go-forward portfolio composition targets based on an assessment of market and valuation trends Portfolio and asset-level leverage analysis: provide analysis and support for decisions relating to leverage & lending Investment pipeline: maintain up to date knowledge and understanding of potential acquisitions
Asset Management: work closely with Investments team to oversee and monitor the overall performance of all assets in the portfolioTrack progress of each investment against its business planCollaborate with other CIM departments to make recommendations for asset-level decisions, including leasing, property management, development, and construction Hold various internal groups across CIM accountable for delivering against stated business plan objectives Review and share recommendations/insights on annual budgets and business plans Review and present quarterly third-party appraisals to senior managementProvide detailed and regular updates to investors and internal stakeholders
Reporting & Fundraising: meet the needs of existing and prospective partners and co-investors to support our portfolioâs activities by acting as subject matter expert on the strategy, composition and performance of the FundMarket researchInvestor and Consultant reporting (Quarterly Variance Analysis, Update reports, etc.)Assisting in the development of presentations and materials to support marketing and due diligence efforts (Flipbook, Annual and Quarterly reports, DDQ, Case Studies, etc.)Partner and Co-investor meetings / calls and toursOn-site and off-site due diligence meetingsContinuous improvement of service offeringInvestor negotiation (side letters, closings) EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.) 1-2 Yearsâ prior experience in Real Estate or Investment Banking or related fieldDemonstrated expertise with Microsoft Office including Outlook, Excel, PowerPoint and WordFamiliarity with financial statements, including income statement, balance sheet, and cash flow statementMust be willing to travel up to 15% of the time, both domestically and internationally KNOWLEDGE, SKILLS AND ABILITIES: Familiarity with and ability to read, analyze and interpret complex legal documents, such as fund organizational documents and side lettersAbility to respond clearly and concisely to the most sensitive inquiries in written and verbal format to a wide range of audiencesAbility to effectively interact with both internal and external parties on complicated topics and sensitive matterAbility to calculate, analyze, and explain real estate related return metrics and other variablesAbility to comprehend and analyze general economic data and statisticsAbility to define problems, collect data, establish facts and draw valid conclusions PERFORMANCE METRICS: Portfolio and asset level performanceSupport of fundraising effortsConsistency and quality of contentDepth of subject-matter knowledge Additional Information 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:â˘A variety of Medical, dental, and vision benefit plansâ˘Health Savings Account with a generous employer contributionâ˘Company paid life and disability insuranceâ˘401(k) savings plan, with company matchâ˘Comprehensive paid time off, including: vacation days, 10 designated holidays, sick time, and bereavement leaveâ˘Up to 16 hours of volunteer time offâ˘Up to 16 weeks of Paid Parental Leaveâ˘Ongoing professional development programsâ˘Wellness program, including monthly and quarterly prizesâ˘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. At CIM, base pay is one part of the total compensation package. This role is eligible for bonus pay in addition to base salary. The anticipated base salary range for the position in Los Angeles, CA is $90,000 - $120,000. 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.#LI-SP1
Apply Now