Associate, Fund Operations

Associate, Fund Operations

Phoenix, AZ

Global Client Group Client Engagement Group /

Full Time / On-site

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 1,000+ 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 Partner Solutions Group is seeking an Associate to manage the day-to-day interactions with the Japan, Private Wealth, Institutional Partner distribution teams, as well as fund administration vendors. The Associate will interface across multiple departments to communicate time-sensitive, proprietary information to each of our partners. This person will be the main point of contact for internal and external communications regarding product-specific operational inquiries. This position is best suited for candidates who excel in fast paced, collaborative work environments. You will work closely with the Legal, Compliance, Fund Accounting, Tax, Marketing, IT, and Internal Audit.

Responsibilities :

• Manage daily requests for a specific fund or funds from internal sales team members, firms, investors, partners and other internal parties in a timely manner.
• Support internal and external stakeholders with on-boarding, account opening, maintenance requests, capital calls, distribution requests, reporting and other transactions.
• Oversee several vendors utilized as part of the partner and investor on-boarding, reporting and communication process, as well as represent CIM in a professional and collaborative manner.
• Assist with deliverables outlined by leadership to establish servicing for new fund launches and / or restructuring activity.
• Speak comfortably and confidently with advisors, firms, and investors.
• Escalate issues to the manager as they arise.
• Interface with internal departments such as, Legal, Compliance, Fund Accounting, Tax, Marketing, IT, and Internal Audit.
• Monitor recurring requests, analyze reports, follow and maintain proper procedures and processes that preserve privacy, reporting and regulatory requirements.
• Work with Custodians to reconcile positions and transactions.
• Document procedures for processes and review on a recurring basis.

Education / Experience Requirements :

About You :

CIM offers an enriched benefits program as well as a wide range of resources for eligible employees to thrive both inside and outside of work. Some of our benefits include :

CIM Group is committed to bringing together humans from different backgrounds and perspectives, providing employees with a safe and welcoming work environment free of discrimination and harassment. We strive to create a diverse & inclusive environment where everyone can thrive, feel a sense of belonging, and do impactful work together. As an equal opportunity employer, we prohibit any unlawful discrimination against a job applicant on the basis of their race, color, religion, gender, gender identity, gender expression, sexual orientation, national origin, family or parental status, disability, age, veteran status, or any other status protected by the laws or regulations in the locations where we operate. We respect the laws enforced by the EEOC and are dedicated to going above and beyond in fostering diversity across our workplace.