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:The candidate will be tasked with managing a workload which includes both individual responsibilities and collaborative assignments focused on the following areas: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 wholeAcquisition and disposition analysis – work with Investments team for buy/sell/hold recommendations on assets within assigned portfolioPortfolio and asset-level leverage analysis – Analysis and support for decisions relating to leverage & lending within assigned portfolioInvestment pipeline – Maintain up to date knowledge and understanding of potential acquisitionsCo-investments – Act as subject matter expert on assigned assets for co-investors and potential co-investorsPerformance 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 opportunitiesLegal / regulatory requirements (PPM, LPA, Separate Account etc.)Market researchDevelopment 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 productsInvestor 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 offeringsPartner and Co-investor meetings / calls and toursOn-site and off-site due diligence meetingsContinuous improvement of service offeringInvestor reporting (Quarterly Letter, Update Book)