Associate, Portfolio Oversight

Portfolio Oversight
Posted: 10/27/2021
Full Time
Los Angeles, CA
Support the Portfolio Oversight team for CIM’s separately managed accounts.  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 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
  • Investment pipeline – Maintain up to date knowledge and understanding of potential acquisitions
  • Co-investments – Act as subject matter expert on assigned assets for co-investors and potential co-investors
  • Performance monitoring – Oversee and monitor the overall performance of all assets in the portfolio and provide updates to investors and internal stakeholders

  • Asset Management – Work closely with Investments team to oversee and monitor the overall performance of all assets in the portfolio
  • Track progress of each investment against its business plan
  • Collaborate with Investments 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
  • Opine and review annual budgets and business plans
  • Review and present quarterly third-party appraisals to senior management
  • Provide 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 portfolio’s activities by acting as subject matter expert on the strategy, composition and performance of the Fund
  • Market research
  • Investor reporting (Quarterly Variance Analysis, Update reports, etc.)
  • Assisting in the development of presentations and materials to support marketing and due diligence efforts (Flipbook, DDQ, Case Studies, etc.)
  • Partner and Co-investor meetings / calls and tours
  • On-site and off-site due diligence meetings
  • Continuous improvement of service offering
  • Investor negotiation (side letters, closings)
  • Education/Experience Requirements: (including certification, licenses, etc.)
  • 1-3 Years’ prior experience in Real Estate or Investment Banking or related field
  • Bachelor's 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.