Associate, Investor Operations

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 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. 

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.

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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.

CIM does not accept unsolicited resumes from Agencies. Any unsolicited resumes received from Agencies will be considered property of CIM and no fees will be due or paid. If you wish to become an approved Agency with CIM or any of its Affiliates, please contact a member of the CIM Talent Acquisition Team.