Analyst, Portfolio Oversight

ABOUT CIM GROUP

CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create value in real assets, benefiting the communities in which we invest. Back in 1994, our three founders focused on projects in Southern California neighborhoods. Today, we are a diverse team of 900+ employees with projects across the Americas.

Our projects have delivered jobs; created comfortable places to live, work, and relax; and provided necessary and sustainable infrastructure. Our focus on enhancing communities is unwavering, and we strive to make an even greater impact in the years to come. Join us and make an impact today!

The Investments Group at CIM is comprised of investments and portfolio management professionals working collaboratively to a) source, structure and execute new investments, and b) 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 platform. Additionally, this role will offer significant exposure to CIM’s wide range of investment platforms active in principal investing across the Real Assets industry.

• 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.
  • Acquisition analysis: work with investment acquisitions team to evaluate the risk/return and potential fit of new investments.
  • Portfolio Composition Review: develop hold/sell recommendations on individual assets within CIM’s funds and create strategy for go-forward portfolio composition targets based on an assessment of market and valuation trends.
  • Portfolio and asset-level leverage analysis: provide analysis and support for decisions relating to leverage & lending.
  • Investment pipeline: maintain up-to-date knowledge and understanding of potential acquisitions.
• Asset Management
  • Work closely with investments acquisitions 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 other CIM departments 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.
  • Review and share recommendations/insights on 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 and Consultant reporting (Quarterly Variance Analysis, Update reports, etc.).
  • Assisting in the development of presentations and materials to support marketing and due diligence efforts (Flipbook, Annual and Quarterly reports, 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).

• 1-2 Years’ prior experience in Real Estate or Investment Banking or related field.
• Demonstrated expertise with Microsoft Office including Outlook, Excel, PowerPoint and Word.
• Familiarity with financial statements, including income statement, balance sheet, and cash flow statement.
• Must be willing to travel up to 15% of the time, both…