Analyst, Portfolio Oversight

Los Angeles, CA
Portfolio Oversight – Portfolio Oversight /
Full Time /
On-site
POSITION PURPOSE:
Support the Portfolio Oversight team for CIM’s opportunistic funds.  CIM’s Portfolio Oversight function leads coordinated efforts among internal teams to optimize the composition of CIM’s funds, maximize the value of its investments to drive fund performance, and communicate fund performance to investors and prospects.
 

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 to ensure decisions regarding individual assets are made with an eye towards the impact on the portfolio as a whole
    • Investment pipeline – Assist in maintaining up to date knowledge and understanding of potential acquisitions
    • Portfolio Composition Review – Work with Investments and Financial Planning & Analysis to assist in the development of hold/sell recommendations on individual assets within the portfolio.
    • Portfolio capitalization analysis – Assist in the development of presentations and materials relating to fund-level capital events
    • Portfolio and asset-level leverage analysis – Analysis and support for decisions relating to leverage & lending spi
    • Portfolio modeling – Work with Financial Planning & Analysis to manipulate financial models to determine impacts of different asset underwriting scenarios on portfolio performance and liquidity.

    • Asset Management – Work closely with relevant internal teams to oversee and monitor the overall performance of all assets in the portfolio
    • Track progress of each investment against its business plan and updated budget
    • Collaborate with relevant CIM departments to make recommendations for asset-level decisions, including leasing, property management, capex, development, and construction
    • Hold various internal groups across CIM accountable for delivering against stated business plan objectives
    • Opine, review, and present annual budgets and business plans
    • Review and comment on quarterly third-party appraisals
    • Assist in the compilation of detailed, regular and ad hoc updates to investors and internal stakeholders. Be held accountable for timely and accurate deliverables.

    • 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
    • Recurring fund-level reporting to Investor and Consultant (quarterly update books with fund stats, detailed and qualitative update letters, webinar material, etc.)
    • Recurring deal-specific reporting to co-investors (quarterly status update and variance analysis, etc.)
    • Assisting in the development of presentations and materials to support marketing and due diligence efforts (Flipbook, Annual and Quarterly reports, DDQ, Case Studies, Track Record, etc.)
    • Partner and Co-investor meetings, calls, tours, and related meeting materials
    • On-site and off-site due diligence meetings
    • Continuous improvement of service offering

EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.)

    • 1-2 Years’ prior experience in Real Estate, Investment Banking, Financial Services or related field

COMMUNICATION SKILL REQUIREMENTS:

    • Ability to respond clearly and concisely to the most sensitive inquiries 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

MATHEMATICAL SKILL REQUIREMENTS:

    • Ability to calculate, analyze, and explain real estate related return metrics and other variables
    • Ability to comprehend and analyze general economic data and statistics

REASONING SKILL REQUIREMENTS:

    • Ability to define problems, collect data, establish facts and draw valid conclusions

TECHNICAL SKILL REQUIREMENTS:

    • Demonstrated competence with Microsoft Office including Outlook, Excel, PowerPoint and Word
    •  Argus knowledge is not required but a plus.
    • Demonstrated experience with financial modeling
    • Familiarity with financial statements, including income statement, balance sheet, and cash flow statement

PERFORMANCE METRICS:

    • Portfolio and asset level performance
    • Support of fundraising efforts
    • Level of attention to detail
    • Consistency and quality of content
    • Depth of subject-matter knowledge

TRAVEL REQUIREMENTS:

    • Must be willing to travel up to 15% of the time, both domestically and internationally
What CIM offers

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:

       Medical, dental, and vision
       Company-subsidized Health Savings Account
       Company paid life & disability
       Pre-tax savings accounts
       401(k) match
       Competitive vacation policy
       Additional voluntary benefits
       Paid time off for community service
       Paid Parental Leave: Up to 12 weeks
Actual base salary considers several factors including but not limited to geography, job-related knowledge, experience, and budget. The anticipated base salary range for the position in Los Angeles is $90,000 - $120,000.



 HOW WE FEEL ABOUT DIVERSITY AND INCLUSION:

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. 
 
*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.

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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.