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CIM Group, LP

Posted 5 days ago

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Senior Associate, Global Client Group

New York, NYRemoteFull-time

AI Summary

Senior Associate supporting the Presidents and Co-Heads of the Global Client Group, driving strategic execution and operational improvements for wealth platforms globally.

About this role

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:

This candidate will play a key role in supporting the Presidents and Co-Heads of the Global Client Group, in defining and executing the strategic vision for the firm’s institutional and private wealth business growth. This role requires a strong mix of strategic thinking, project management and analytical skills to help drive growth, optimize operations, and enhance the firm’s wealth platforms globally. The ideal candidate will have experience in wealth management, private markets and/or asset management.

RESPONSIBILITIES:

  • Strategic Planning & Execution: Assist in developing and implementing strategic initiatives for the firm’s Global Client platforms.
  • Market Research & Competitive Analysis: Analyze industry trends, market opportunities, and competitor positioning to inform strategy.
  • Operational Efficiency & Process Improvement: Identify and implement best practices to enhance efficiency and scalability.
  • Project Management: Oversee key initiatives from inception to execution, coordinating with cross-functional teams.
  • Executive Support: Prepare high-impact presentations, reports, and strategic recommendations for senior leadership.
  • Stakeholder Engagement: Work closely with internal teams (investment, legal, compliance, marketing) and external partners to support business objectives.

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

  • Bachelor’s Degree.
  • 3-5 Years Required; Relevant experience in strategy consulting, project management, private markets, investment banking, or asset/wealth management.

    • ABOUT YOU:

  • Ability to manage multiple projects and work effectively in a fast-paced environment.
  • Excellent communication and presentation skills, with experience creating materials for senior executives.
  • Self-starter with a strong sense of personal accountability and urgency.
  • Experience with global wealth management strategies and structures is a plus.
  • Desire to join a growing asset management platform with the highest ethical and performance standards.

    • Skills

    Analytical ModelingAsset ManagementBusiness DevelopmentCompetitive AnalysisInvestment BankingMarket ResearchPrivate MarketsProject ManagementStrategic PlanningWealth Management

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