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Analyst, Fund Operations
Analyst, Fund OperationsCIM Group, LP • Phoenix, AZ, US
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Analyst, Fund Operations

Analyst, Fund Operations

CIM Group, LP • Phoenix, AZ, US
14 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

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 Global Client Group is seeking an Analyst to support the day-to-day interactions with Japan, Private Wealth, and Institutional Partner distribution teams, as well as fund administration vendors.  The Analyst will interface across multiple departments to communicate time-sensitive, proprietary information to each of our partners. This person will support the team and serve as a point of contact for internal and external communications regarding product-specific operational inquiries.

RESPONSIBILITIES :

  • Manage requests for a specific Fund, strategy or process across internal and external parties in a timely manner.
  • Support and strengthen relationships with advisors by providing high level of service through written and verbal interactions
  • Support the Fund Operations Team with key deliverables.
  • Use resources to research issues as they arise, consult with Fund Operations, sales, and management team on potential solutions. Escalate to leadership as needed.
  • Monitor inboxes for service requests from internal and external teams, process and track outstanding items to determine prioritization and ensure completion in a timely manner.
  • Follow documented procedures and propose new ideas to enhance relationships, and fulfill advisor and broker / dealer short- and long‐term expectations.
  • Identify areas of opportunity to enhance the overall client experience.
  • Assist other fund operations team members as needed.

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

  • Bachelor’s degree (preferably Finance, Economics, Accounting or Business)
  • Minimum of 1 year of experience within a service or client support role
  • FINRA licensed is a plus

    • ABOUT YOU :

  • Strong analytical, organizational and time management skills.
  • High energy, self-motivated and confident.
  • Foundational understanding of the finance industry, key terms, and account types.
  • Experience working in a client service environment.
  • Client first mindset with the ability to effectively communicate.
  • Attention to details and the ability to prioritize effectively to meet deadlines.

    • WHAT CIM OFFERS :

    At CIM, we believe our success stems from our collective efforts, and we are committed to providing well-rounded support and resources for our employees. In addition to a competitive compensation plan, CIM offers a comprehensive benefits program for employees to thrive both inside and outside of work. Eligible employees can enjoy a wide range of benefits, including :

  • 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!

    • Actual base salary considers several factors including but not limited to geography, job-related knowledge, experience, and budget. The start of the salary range is typically associated with the minimum experience required.

    HOW WE FEEL ABOUT DIVERSITY AND INCLUSION :

    At CIM Group, we believe that the unique perspectives and backgrounds of our employees enhance everything we do. We are committed to fostering an inclusive environment where diversity is not only respected but celebrated. We strive to ensure that our workplace is free from discrimination and harassment, allowing everyone to contribute meaningfully and feel a sense of belonging. As an equal opportunity employer, we strictly prohibit any form of unlawful discrimination and adhere to the laws enforced by the EEOC. Our goal is to provide a safe and supportive environment where all employees can grow and make impactful contributions together.

  • 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.

    • CIM is committed to maintaining the confidentiality and privacy of your personal and financial information. Please click here for our Privacy Policy.

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