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!
POSITION PURPOSE:
The Client Engagement Group is seeking an Associate, Investor Relations to manage relationships with the Japan, Private Wealth, Institutional Partner distribution teams to support best in class service to investors. 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 servicing inquiries.
This position is well-suited for a detail-oriented professional who thrives in a fast-paced, collaborative environment and brings a strong servicing mindset to their work.
RESPONSIBILITIES:
- Provide best in class service to internal and external stakeholders with investor onboarding and lifecycle servicing for various CIM products.
- Support investor documentation collection (KYC/AML, agreements) in collaboration with distribution and vendors.
- Manage investor onboarding deliverables to ensure all onboarding requirements are met.
- Educate distribution team, financial professionals on operations processes for CIM Products and Vendor Platforms.
- Provide timely responses and follow-ups to internal and external stakeholders via phone and email.
- Understand and manage communication for lifecycle servicing events (ie redemptions, distributions, etc) for CIM products.
- Investigate and resolve transactional inquiries.
- Collaborate with internal team and vendors to resolve investor and transactional issues.
- Speak comfortably and confidently with advisors, firms, and investors.
- Attention to detail and high level of execution when responding to servicing inquiries.
- Escalate issues to the manager as they arise.
- Ensure adherence to regulatory and compliance requirements (FINRA/SEC as applicable).
EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.)
- Bachelor’s degree or equivalent practical experience.
- 2+ years relevant experience in investor relations or client servicing role, preferably within financial services or a regulated environment.
- FINRA licensed (Series 7/63 or Series 99) is a plus.
ABOUT YOU:
Communication Skills Requirements:
- Ability to build strong relationships with internal and external parties.
- Ability to read, analyze and interpret complex documents.
- Ability to respond effectively to sensitive inquiries or complaints in written and verbal format to a wide range of audiences.
- Ability to effectively interact with both internal and external parties on complicated topics and sensitive matters.
Technical Skill Requirements:
- Demonstrated competence with Microsoft Office including Outlook, Excel, PowerPoint, Word, SharePoint and Teams.
- Preferred experience with Salesforce.
Mathematical Skill Requirements:
- Ability to analyze transactions and find variances.
- Ability to comprehend general economic data and statistics.
Reasoning Skill Requirements:
- Ability to define problems, collect data, establish facts and draw valid conclusions.
- Ability to prioritize varying requests and manage a variety of responsibilities.
- Ability to work with confidentiality when needed.
WHAT CIM OFFERS:
At CIM, we believe our success stems from our collective efforts, and we are committed to providing well-rounded support and resources for our employees. In addition to a competitive compensation plan, CIM offers a comprehensive benefits program for employees to thrive both inside and outside of work. Eligible employees can enjoy a wide range of benefits, including:
- A variety of Medical, dental, and vision benefit plans
- Health Savings Account with a generous employer contribution
- Company paid life and disability insurance
- 401(k) savings plan, with company match
- Comprehensive paid time off, including: vacation days, 10 designated holidays, sick time, and bereavement leave
- Up to 16 hours of volunteer time off
- Up to 16 weeks of Paid Parental Leave
- Ongoing professional development programs
- Wellness program, including monthly and quarterly prizes
- And more!
Actual base salary considers several factors including but not limited to geography, job-related knowledge, experience, and budget. The start of the salary range is typically associated with the minimum experience required.
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HOW WE FEEL ABOUT DIVERSITY AND INCLUSION:
At CIM Group, we believe that the unique perspectives and backgrounds of our employees enhance everything we do. We are committed to fostering an inclusive environment where diversity is not only respected but celebrated. We strive to ensure that our workplace is free from discrimination and harassment, allowing everyone to contribute meaningfully and feel a sense of belonging. As an equal opportunity employer, we strictly prohibit any form of unlawful discrimination and adhere to the laws enforced by the EEOC. Our goal is to provide a safe and supportive environment where all employees can grow and make impactful contributions together.
- Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on CIM Group._ Please inform our Talent team if you need any assistance completing any forms or to otherwise participate in the application process._
CIM is committed to maintaining the confidentiality and privacy of your personal and financial information. Please click here for our Privacy Policy.
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.
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Work Location: In person
