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 Fund Operations Team is seeking an Associate to manage the day-to-day execution of fund operations processes and will play a key role in ensuring accurate, timely, and well-coordinated operational support across the organization. This role partners closely with internal teams to communicate time sensitive and confidential information related to product specific operational matters.
The Associate serves as a central point of coordination for operational workflows, collaborating with Legal, Compliance, Fund Accounting, Tax, Marketing, IT, and Internal Audit to support effective execution and alignment. This position is well-suited for a detail-oriented professional who thrives in a fast-paced, collaborative environment and brings a strong internal service mindset to their work.
RESPONSIBILITIES:
Coordinate day-to-day operational activities in support of fund operations and internal teams across the organization.
Serve as a primary point of contact for internal operational requests, ensuring timely and accurate follow-through.
Support core operational processes, including data management, reconciliations, reporting, and documentation.
Partner with cross functional internal stakeholders (e.g., Fund Accounting, Legal, Compliance, Tax) and external vendors to execute operational workflows.
Track, manage, and prioritize incoming requests to ensure service levels and deadlines are met.
Maintain accurate records, files, and operational documentation in accordance with internal policies and procedures.
Identify process gaps or inefficiencies and recommend improvements to enhance operational effectiveness.
Assist with the preparation of internal reports, summaries, and operational metrics.
Support audits, reviews, or periodic reporting requests by gathering and validating required information.
Ensure operational activities are performed in accordance with internal controls and compliance requirements.
Take ownership of recurring operational processes with minimal supervision.
Document procedures for processes and review on a recurring basis.
Support system enhancements, testing, or data clean‑up initiatives.
Assist with onboarding or training of new team members as needed.
EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.)
Bachelor’s degree or equivalent practical experience.
2+ years relevant experience in an operations, administrative, or coordination role, preferably within financial services or a regulated environment.
FINRA licensed is a plus.
ABOUT YOU:
Communication Skills Requirements:
Ability to read, analyze and interpret complex documents
Strong organizational skills with the ability to manage multiple tasks, priorities, and deadlines.
Demonstrated ability to provide high-quality service and support to internal stakeholders.
Clear, professional written and verbal communication skills.
High attention to detail and accuracy, with a strong sense of ownership and follow-through.
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, Intralinks and Monday.com.
Mathematical Skill Requirements:
Ability to analyze reporting metrics and spot variables.
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.
