Manager, Fund FP&A

Financial Planning & Analysis
Posted: 09/25/2020
Full Time
Los Angeles, CA
The Manager for Fund FP&A is responsible for preparing quantitative and qualitative analysis to support the strategic objectives of CIM’s funds and providing actionable recommendations to relevant stakeholders.
ESSENTIAL FUNCTIONS:
  • Collaborate with other departments such as Portfolio Oversight, Asset Level FP&A, Investments and Executives to develop business plans for CIM managed funds and investment vehicles, monitor progress toward internal targets and against competitors, and perform fund-level financial analysis
  • Build and maintain models that serve as the primary source of fund-level financial projections. Become an expert at analyzing asset-level and fund-level capitalization and incorporating the waterfalls of complex financing arrangements, co-investments, strategic partnerships and partnership allocations into models
  • Provide exceptional client service to Portfolio Oversights and serve as the primary point of contact for Fund FP&A on the portfolio management teams for assigned funds. Clearly and pro-actively communicate the results of financial analysis to the portfolio management team, Portfolio Oversights, Executives, investors, banks, rating agencies, etc. via written deliverables and oral presentation.
  • Build models consistently across similar investment strategies and use cases. Efficiently integrate models with other data sources and reporting tools. Validate the quality and completeness of all data analyzed and reported. Continuously improve existing tools and expand modeling and analysis capabilities of the team.
  • Assist Asset Level FP&A by reviewing asset-level budgets and forecasts and gain an understanding of asset-level business plans in the context of fund-level strategy.  Perform asset-level financial analysis in conjunction with fund-level business initiatives as needed.
  • Assist Corporate FP&A by building corporate-level outputs into fund models (e.g. fee revenue and deployment assumptions) and running multiple fund-level projection scenarios in conjunction with the corporate budget and forecast process.
  • Teach Fund FP&A Senior Financial Analysts model building, financial analysis and deliverable creation best practices.
  • EDUCATION/EXPERIENCE REQUIREMENTS:
  • 5+ years of previous financial analysis experience in one of the following fields:
  • -Corporate Strategy/Business Analysis
  • -Investment Banking
  • -Management Consulting
  • -Public Accounting (Big 4 Preferred)
  • -Real Estate Analysis/Investing
  • Heavy financial modeling experience is required. Experience should encompass full financial statement modeling, developing financial projections and conducting business valuation. In addition, candidates should understand leveraged finance concepts and be familiar with a variety of corporate capital structures
  • CPA/CFA designations are a plus
  • Bachelor’s degree
  • TECHNICAL SKILL REQUIREMENTS:
  • Proficient with Microsoft Office: Excel, Word, Access & PowerPoint
  • NON-ESSENTIAL FUNCTIONS:
  • Work remotely, nights and weekends as needed and with short notice (for time sensitive requests)
  • SUPERVISORY RESPONSIBILITIES (if any):
  • Senior Financial Analysts
  • MATHEMATICAL SKILL REQUIREMENTS:
  • Mastery of key investment metrics (e.g. IRR, ROI, etc.)
  • Ability to apply general finance mathematics (e.g. forecasting, discounting, etc.)
  • 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.