Associate Vice President, Portfolio Oversight
Apply NowInvestments Group Portfolio Oversight Position
The Investments Group at CIM is comprised of investments and portfolio management professionals working collaboratively to source, structure and execute new investments, and ensure that investment and fund performance aligns with the fund objectives. The Portfolio Oversight function leads coordinated efforts to design the composition of CIM's funds, maximize the value of its investments to drive fund performance, and communicate ongoing fund performance to investors and prospective investors. As a critical part of the Investment Group, this position will provide portfolio oversight support to a subset of funds and/or investment vehicles within the firm's Real Estate Equity and/or Infrastructure platforms, in partnership with the lead PO. Additionally, this role will offer significant exposure to CIM's wide range of investment platforms active in principal investing across the Real Assets industry.
Essential Functions:
- Portfolio Oversight: act as subject matter expert on the strategy and underlying investments to ensure decisions regarding individual assets are made with an eye towards the impact on the portfolio as a whole.
- Asset Management: work closely with investments acquisitions team to oversee and monitor the overall performance of all assets in the portfolio.
- 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.
- Product Development Assist with new product creation including the launch of new funds and co-investment opportunities.
Supervisory Responsibilities:
- Mentorship + work oversight for 1 or more PO Associates/Analysts.
Education/Experience Requirements:
- 4+ Years' prior experience in Real Estate, Infrastructure or Investment Banking or related field.
- MBA 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:
- Familiarity with and ability to read, analyze and interpret complex legal documents, such as fund organizational documents and side letters.
- Ability to respond clearly and concisely to the most sensitive inquiries 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 and/or Infrastructure 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:
- Portfolio and asset level performance.
- Support of fundraising efforts.
- Product development and ownership.
- Consistency and quality of content.
- Depth of subject-matter knowledge.
What CIM Offers:
At CIM, we believe our success stems from our collective efforts, and we are committed to providing well-rounded support and resources for our employees. In addition to a competitive compensation plan, CIM offers a comprehensive benefits program for employees to thrive both inside and outside of work. Eligible employees can enjoy a wide range of benefits, including:
- A variety of Medical, dental, and vision benefit plans
- Health Savings Account with a generous employer contribution
- Company paid life and disability insurance
- 401(k) savings plan, with company match
- Comprehensive paid time off, including: vacation days, 10 designated holidays, sick time, and bereavement leave
- Up to 16 hours of volunteer time off
- Up to 16 weeks of Paid Parental Leave
- Ongoing professional development programs
- Wellness program, including monthly and quarterly prizes
- And more!
Actual base salary considers several factors including but not limited to geography, job-related knowledge, experience, and budget. The start of the salary range is typically associated with the minimum experience required. At CIM, base pay is one part of the total compensation package. This role is eligible for bonus pay in addition to base salary. The anticipated base salary range for the position in Los Angeles, CA is $150,000 - $180,000.
How We Feel About Diversity and Inclusion:
At CIM Group, we believe that the unique perspectives and backgrounds of our employees enhance everything we do. We are committed to fostering an inclusive environment where diversity is not only respected but celebrated. We strive to ensure that our workplace is free from discrimination and harassment, allowing everyone to contribute meaningfully and feel a sense of belonging. As an equal opportunity employer, we strictly prohibit any form of unlawful discrimination and adhere to the laws enforced by the EEOC. Our goal is to provide a safe and supportive environment where all employees can grow and make impactful contributions together.
Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on CIM Group. Please inform our Talent team if you need any assistance completing any forms or to otherwise participate in the application process.
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