Support the lead Portfolio Oversight for one or more CIM Investment Funds. 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:
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
Acquisition and disposition analysis – work with Investments team for buy/sell/hold recommendations on assets within assigned portfolio Portfolio and asset-level leverage analysis – Analysis and support for decisions relating to leverage & lending within assigned 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, internal stakeholders
Product Development – Assist with new product creation including the launch of new funds and co-investment opportunitiesLegal / regulatory requirements (PPM, LPA, Separate Account etc.)
Market research Development of presentations and materials to support marketing and due diligence efforts (Flipbook, DDQ, Case Studies, etc.) Lead internal education efforts for internal stakeholders of any new products Investor negotiation (side letters, closings)
Fundraising – Meet the needs of existing and prospective partners and co-investors to support our fundraising activities by acting as subject matter expert on performance of assigned portfolio and all current & future offerings
Partner and Co-investor meetings / calls and tours On-site and off-site due diligence meetings Continuous improvement of service offering Investor reporting (Quarterly Letter, Update Book)
EDUCATION/EXPERIENCE REQUIREMENTS:
1-3 Years’ prior experience in Real Estate or Investment Banking or related fieldMBA preferredSeries 7 preferredMust be willing to travel up to 25% of the time, both domestically and internationallyDemonstrated competence with Microsoft Office including Outlook, Excel, PowerPoint and WordDemonstrated experience with financial modelingKNOWLEDGE, SKILLS, AND ABILITIES:
Ability to read, analyze and interpret the most complex documents. Ability to respond effectively to the most sensitive inquiries or complaints in written and verbal format to a wide range of audiences.Ability to effectively interact with both internal and external parties on complicated topics and sensitive mattersAbility 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 conclusionsPERFORMANCE METRICS:
Product development and ownershipConsistency and quality of contentDepth of subject-matter knowledge
