Department

Associate, Portfolio Oversight

Portfolio Oversight
Posted: 10/13/2021
Full Time
Los Angeles, CA
CIM’s infrastructure platform is the fastest growing element of our business and was a natural growth area given our community focused investment thesis.  The role will support the lead Portfolio Oversight for all funds and co-investments within our infrastructure platform. CIM’s Portfolio Oversight function leads coordinated efforts among internal teams to enhance portfolio performance, guide internal and external communications and serve as the main point of contact for product-specific fundraising initiatives. 
Essential Functions:
  • The candidate will be tasked with managing a workload which includes both individual responsibilities and collaborative/team assignments focused on the following areas:

    •          Portfolio Oversight – Act as subject matter expert on the strategy and underlying investments within an assigned portfolio to ensure decisions regarding individual assets are made with an eye towards the impact on the portfolio as a whole
  • o   Investment pipeline – Maintain up to date knowledge and understanding of potential acquisitions
  • o   Co-investments – Act as subject matter expert on assigned assets for co-investors and potential co-investors
  • o   Performance monitoring – Oversee and monitor the overall performance of all assets in the portfolio and provide updates to investors and internal stakeholders

    • ·         Fundraising – Meet the needs of existing and prospective partners and co-investors to support our fundraising activities by acting as subject matter expert on assigned portfolio and all current & future offerings
  • o   Investor reporting (Quarterly Letter, Update Book)
  • o   Partner and Co-investor meetings / calls and tours
  • o   On-site and off-site due diligence meetings
  • o   Continuous improvement of service offering

    • ·         Product Development – Assist with new product creation including the launch of new funds and co-investment opportunities
  • o   Legal / regulatory requirements (PPM, LPA, Separate Account etc.)
  • o   Market research
  • o   Development of presentations and materials to support marketing and due diligence efforts (Flipbook, DDQ, Case Studies, etc.)
  • o   Internal education efforts for internal stakeholders of any new products
    • Education/Experience Requirements: (including certification, licenses, etc.)
  • 1-3 Years’ prior experience in Real Assets (ideally Infrastructure), Investment Banking or related field
  • Bachelor Degree
    • Travel Requirements:
  • Must be willing to travel up to 25% of the time, both domestically and internationally
    • 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.