Cimgroup4d ago

Associate, Portfolio Oversight

United States·Los AngelesFull Timemid

OtherAssociate

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Quick Summary

Key Responsibilities

Review of underwriting models and investment memos. Participation in weekly pipeline and deal screening discussions. Assessing how proposed acquisitions impact portfolio exposures by sector,

Technical Tools

OtherAssociate

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, in partnership with the lead PO. 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: Support portfolio oversight efforts by developing a strong understanding of the strategy and underlying investments, and assisting with asset‑level analysis to help inform decisions.

Acquisition analysis: work with investment acquisitions team to evaluate the risk/return and potential fit of new investments. Responsibilities include:

- Review of underwriting models and investment memos.
- Participation in weekly pipeline and deal screening discussions.
- Assessing how proposed acquisitions impact portfolio exposures by sector, geography, duration, leverage, and income stability.
- Providing feedback on pricing, structure, and assumptions.
- Portfolio Composition Review: Assist in evaluating portfolio composition by helping translate top‑down strategy into insights that support acquisition and disposition activity. Responsibilities include:
  - Developing and maintaining target portfolio allocations by sector, market, and risk profile.
  - Monitoring concentration limits, diversification targets, liquidity needs, and alignment with investor guidelines.
  - Evaluating market, valuation, and capital markets trends to inform go‑forward portfolio positioning.
  - Developing hold/sell analyses across the portfolio.
  - 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.).
      - Participate in Partner and Co-investor meetings, calls and tours.
      - On-site and off-site due diligence meetings.
      - Investor negotiation (side letters, closings).
      - Product Development – Assist with new product creation including the launch of new funds and co-investment opportunities.