Sr. Operations Associate, Private Wealth

Shareholder Relations
Posted: 04/14/2021
Full Time
Phoenix, AZ
The Private Wealth Partner, Co-Invest and Operations Associate is responsible for the day-to-day client interaction, maintenance and buildout of technology platforms creating efficiencies across the Operations Team and other CIM departments. The person in this position leads coordinated efforts among internal teams and vendor platforms to communicate time-sensitive, proprietary information to each of our partners in various funds. This person will also handle internal and external communications and serve as the main point of contact for product-specific fundraising initiatives. 
  • Manage daily partner and investor requests using a case process through Salesforce.
  • Monitor recurring requests to and follow proper procedures and processes that maintain privacy, reporting and regulatory requirements.
  • Oversee vendor management of several vendors utilized as part of partner and investor on-boarding, reporting, and data room administration.
  • Support CIM’s current partner base, investor base, prospective and new investors and partners.
  • Act as subject matter expert on the Opportunistic, Value-Add, Stabilized Real Estate, Infrastructure and Real Estate Debt strategies and underlying investments.  
  • o   Technology –
  • *  Manage CIM’s CRM and various portal applications, creating processes to ensure consistent and efficient use.
  • *  Work with various departments across the organization to implement new technology platforms that will assist Private Wealth and Global Partner relationships.
  • o   Fund Accounting –
  • *  Work closely with CIM’s Accounting teams to ensure information regarding investments and funds is distributed in a timely, secure and efficient manner to current investors and partners, approved prospects and consultants.
  • *  Fulfil adhoc report requests.
    o   Marketing – Assist routing materials for vendors to post to their portals for each of the investment strategies, as well as posting these on the CIM data room.
    o   Vendor and Partner Due Diligence – Complete one-off and cyclical information requests.
    o   Compliance and Legal – Work with both departments to support ongoing partner requests and onboarding new partners and investors. Assist with adhoc requests as needed (ex. New Account process for direct business, reporting, document requests, etc.)
    o   Capital Markets – Work with the Investments and Portfolio Oversight teams to assist with the collection of information upon request.
    o   Data Maintenance – Ensure all latest Fund documents are properly stored on the drive, data rooms are populated, and micro sites are updated. Also, review access requests quarterly and work with vendors to add/remove users as necessary. Maintain access logs in SharePoint.  
  • 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
  • o   Regular Partner meetings, calls and presentations
    o   Public and private investor reporting
    o   Preparation of marketing materials 
    EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.)
  • Bachelor’s degree (preferably Finance, Economics, Accounting or Business)
  • 3+ years relevant experience in the investment management or financial services industry with a focus on investor relations
  • Communication Skills Requirements
  • o   Ability to read, analyze and interpret complex documents
    o   Ability to respond effectively to the most sensitive inquiries or complaints in written and verbal format to a wide range of audiences
    o   Ability to effectively interact with both internal and external parties on complicated topics and sensitive matters
  • Technical Skill Requirements:
  • o   Demonstrated competence with Microsoft Office including Outlook, Excel, PowerPoint, Word, SharePoint and Teams
    o   Preferred experience with Salesforce
  • Mathematical Skill Requirements
  • o   Ability to calculate, analyze, and explain reporting metrics and spot variables
    o   Ability to comprehend and analyze general economic data and statistics
  • Reasoning Skill Requirements
  • o   Ability to define problems, collect data, establish facts and draw valid conclusions
    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.