Associate, Client Engagement Group (Institutional Sales)
- Employer
- CIM Group
- Location
- Phoenix, Arizona
- Salary
- Competitive
- Closing date
- Feb 16, 2025
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- Job Function
- Institutional Sales
- Industry Sector
- Asset Management
- Employment Type
- Full Time
- Education
- Bachelors
Job Details
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 1,000+ 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 (CEG) is seeking an Associate to manage, administer and organize activities across the Institutional Client Group team. This position is located in the Phoenix office and will report to the 1st Vice President of Client Engagement Group. The Associate will own and facilitate day‐to‐day tasks and ensure clear and effective coordination and communication across the group and with internal client groups.
This position is best suited for those candidates who thrive in a culture that emphasizes cross‐ functional collaboration and accountability for delivering results. This person will work closely with Portfolio Oversight, Fund Operations, Marketing, Compliance, Accounting and Investments. In this position, you will play a key role in supporting CIM’s Institutional (Global) Distribution Team to attract capital to our funds while also supporting business development internationally.
RESPONSIBILITIES:
- Collaborate closely with the team to fulfill the department’s functional and operational objectives and goals effectively.
- Handle and manage responses to programmatic and ad-hoc prospective investor inquiries, such as RFPs, DDQs, and RFIs.
- Foster clear and efficient communication within the team and across CIM.
- Define project scopes in collaboration with the Relationship Manager and management.
- Ensure timely delivery of project deliverables at the required level of quality.
- Conduct research and analysis on potential investors, competitors, and market trends.
- Maintain the team schedule and assist in coordinating investor meetings.
- Attend in-person/phone meetings and support post-meeting communication and other marketing efforts.
- Prepare internal and external communications, including Salesforce reports, emails, and presentations.
EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.)
- Bachelor's Degree or equivalent experience
- Active Series 7 and 63 FINRA licenses required for this role
ABOUT YOU:
- Strong interpersonal and communication skills, both written and verbal.
- Collaborative mindset, working effectively with colleagues at all levels and locations.
- Adaptable and flexible in response to changing priorities.
- Ability to demonstrate sound initiatives and develop ideas for client engagements.
- Proficient in Excel, Word, Salesforce, and other Microsoft Office products.
Company
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 1,000+ 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!
- Website
- http://www.cimgroup.com/
- Telephone
- 3238604900
- Location
-
4700 Wilshire Blvd
Los Angeles
CA
90010
United States
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