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 wholeInvestment pipeline – Maintain up to date knowledge and understanding of potential acquisitionsCo-investments – Act as subject matter expert on assigned assets for co-investors and potential co-investorsPerformance 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 portfolioTrack progress of each investment against its business planCollaborate 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 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 portfolio’s activities by acting as subject matter expert on the strategy, composition and performance of the FundMarket researchInvestor 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 toursOn-site and off-site due diligence meetingsContinuous improvement of service offeringInvestor negotiation (side letters, closings)
Education/Experience Requirements: (including certification, licenses, etc.)1-3 Years’ prior experience in Real Estate or Investment Banking or related fieldBachelor's Degree
Travel Requirements: Must be willing to travel up to 25% of the time, both domestically and internationally