Associate – Portfolio Oversight
| Company | CIM Group |
|---|---|
| Location | Phoenix, AZ, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Junior, Mid Level |
Requirements
- 1-3 Years’ prior experience in Real Estate or Investment Banking or related field
- Demonstrated expertise with Microsoft Office including Outlook, Excel, PowerPoint and Word
- Demonstrated experience with financial modeling
- Familiarity with financial statements, including income statement, balance sheet, and cash flow statement
- Must be willing to travel up to 25% of the time, both domestically and internationally
Responsibilities
- 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
- Work with Investments team to evaluate the risk/return and potential fit of new investments
- 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
- Provide analysis and support for decisions relating to leverage & lending
- Maintain up to date knowledge and understanding of potential acquisitions
- Work closely with Investments 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
- 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
- Conduct market research
- Prepare Investor and Consultant reporting (Quarterly Variance Analysis, Update reports, etc.)
- Assist in the development of presentations and materials to support marketing and due diligence efforts (Flipbook, Annual and Quarterly reports, DDQ, Case Studies, etc.)
- Participate in Partner and Co-investor meetings / calls and tours
- Attend on-site and off-site due diligence meetings
- Drive continuous improvement of service offering
- Engage in investor negotiation (side letters, closings)
Preferred Qualifications
-
No preferred qualifications provided.