Department

AVP, Portfolio Oversight

Portfolio Oversight
Posted: 05/06/2022
Full Time
Los Angeles, CA
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 opportunities
  • Legal / 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 field
  • MBA preferred
  • Series 7 preferred
  • Must be willing to travel up to 25% of the time, both domestically and internationally
  • Demonstrated competence with Microsoft Office including Outlook, Excel, PowerPoint and Word
  • Demonstrated experience with financial modeling
  • KNOWLEDGE, 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 matters
  • Ability to calculate, analyze, and explain real estate related return metrics and other variables
  • Ability to comprehend and analyze general economic data and statistics
  • Ability to define problems, collect data, establish facts and draw valid conclusions
  • PERFORMANCE METRICS:
  • Product development and ownership
  • Consistency and quality of content
  • Depth of subject-matter knowledge

  • 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.