CIM Group is a community-focused real estate and infrastructure owner, operator, lender, and developer. The Analyst, Portfolio Oversight will provide portfolio oversight support to a subset of funds within the firm’s Real Estate Equity platform, collaborating with the investments team to evaluate acquisitions and monitor asset performance.
Responsibilities
- 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
- Acquisition analysis: work with investment acquisitions team to evaluate the risk/return and potential fit of new investments
- Portfolio Composition Review: develop hold/sell recommendations on individual assets within CIM’s funds and create strategy for go-forward portfolio composition targets based on an assessment of market and valuation trends
- Portfolio and asset-level leverage analysis: provide analysis and support for decisions relating to leverage & lending
- Investment pipeline: maintain up to date knowledge and understanding of potential acquisitions
- 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.)
- Partner and Co-investor meetings / calls and tours
- On-site and off-site due diligence meetings
- Continuous improvement of service offering
- Investor negotiation (side letters, closings)
Skills
- 1-2 Years' prior experience in Real Estate or Investment Banking or related field
- Demonstrated expertise with Microsoft Office including Outlook, Excel, PowerPoint and Word
- Familiarity with financial statements, including income statement, balance sheet, and cash flow statement
- Must be willing to travel up to 15% of the time, both domestically and internationally
- Familiarity with and ability to read, analyze and interpret complex legal documents, such as fund organizational documents and side letters
- 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 matter
- Ability to calculate, analyze, and explain real estate related return metrics and other variables
- Ability to comprehend and analyze general economic data and statistics
- Ability to define problems, collect data, establish facts and draw valid conclusions
Benefits
- 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!
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