Talent.com
Analyst, Portfolio Oversight
Analyst, Portfolio OversightCIM Group • Los Angeles, California, United States, 90001
Analyst, Portfolio Oversight

Analyst, Portfolio Oversight

CIM Group • Los Angeles, California, United States, 90001
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Analyst, Portfolio Oversight

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 Investments Group at CIM is comprised of investments and portfolio management professionals working collaboratively to a) source, structure and execute new investments, and b) ensure that investment and fund performance aligns with the fund objectives. The Portfolio Oversight function leads coordinated efforts to design the composition of CIMs funds, maximize the value of its investments to drive fund performance, and communicate ongoing fund performance to investors and prospective investors. As a critical part of the Investment Group, this position will provide portfolio oversight support to a subset of funds and / or investment vehicles within the firms Real Estate Equity platform. Additionally, this role will offer significant exposure to CIMs wide range of investment platforms active in principal investing across the Real Assets industry.

ESSENTIAL FUNCTIONS :

  • Portfolio Oversight : act as subject matter expert on the strategy and underlying investments to ensure decisions regarding individual assets are made with an eye towards the impact on the portfolio as a whole.
  • Acquisition analysis : work with investment acquisitions team to evaluate the risk / return and potential fit of new investments.
  • Portfolio Composition Review : develop hold / sell recommendations on individual assets within CIMs funds and create strategy for go-forward portfolio composition targets based on an assessment of market and valuation trends.
  • Portfolio and asset-level leverage analysis : provide analysis and support for decisions relating to leverage & lending.
  • Investment pipeline : maintain up to date knowledge and understanding of potential acquisitions.
  • Asset Management : work closely with investments acquisitions team to oversee and monitor the overall performance of all assets in the portfolio.
  • Track progress of each investment against its business plan.
  • Collaborate with other CIM departments to make recommendations for asset-level decisions, including leasing, property management, development, and construction.
  • Hold various internal groups across CIM accountable for delivering against stated business plan objectives.
  • Review and share recommendations / insights on annual budgets and business plans.
  • Review and present quarterly third-party appraisals to senior management.
  • Provide detailed and regular updates to investors and internal stakeholders.
  • Reporting & Fundraising : meet the needs of existing and prospective partners and co-investors to support our portfolios activities by acting as subject matter expert on the strategy, composition and performance of the Fund.
  • Market research.
  • Investor and Consultant reporting (Quarterly Variance Analysis, Update reports, etc.).
  • Assisting in the development of presentations and materials to support marketing and due diligence efforts (Flipbook, Annual and Quarterly reports, DDQ, Case Studies, etc.).
  • Partner and Co-investor meetings / calls and tours.
  • On-site and off-site due diligence meetings.
  • Continuous improvement of service offering.
  • Investor negotiation (side letters, closings).

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

  • 1-2 Years prior experience in Real Estate or Investment Banking or related field.
  • Demonstrated expertise with Microsoft Office including Outlook, Excel, PowerPoint and Word.
  • Familiarity with financial statements, including income statement, balance sheet, and cash flow statement.
  • Must be willing to travel up to 15% of the time, both domestically and internationally.
  • KNOWLEDGE, SKILLS, AND ABILITIES :

  • Familiarity with and ability to read, analyze and interpret complex legal documents, such as fund organizational documents and side letters.
  • Ability to respond clearly and concisely to the most sensitive inquiries in written and verbal format to a wide range of audiences.
  • Ability to effectively interact with both internal and external parties on complicated topics and sensitive matter.
  • Ability to calculate, analyze, and explain real estate related return metrics and other variables.
  • Ability to comprehend and analyze general economic data and statistics.
  • Ability to define problems, collect data, establish facts and draw valid conclusions.
  • PERFORMANCE METRICS :

  • Portfolio and asset level performance.
  • Support of fundraising efforts.
  • Consistency and quality of content.
  • Depth of subject-matter knowledge.
  • 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. At CIM, base pay is one part of the total compensation package. This role is eligible for bonus pay in addition to base salary. The anticipated base salary range for the position in Los Angeles, CA is $90,000 - $120,000.

    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.

    #LI-SP1

    PIbf2f3e88c367-30511-38851854

    [job_alerts.create_a_job]

    Portfolio Analyst • Los Angeles, California, United States, 90001

    [internal_linking.similar_jobs]
    Account Executive, Portfolio Manager - West

    Account Executive, Portfolio Manager - West

    Fresenius Kabi USA, LLC • Los Angeles, CA, United States
    [job_card.full_time]
    The Account Executive, Portfolio Manager is responsible for developing and maintaining relationships with key decision makers that lead to future business opportunities. The position will be focused...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Credit Analyst

    Credit Analyst

    Open Bank • Los Angeles, CA, United States
    [job_card.full_time]
    OPEN to new ideas and opportunities for our clients and employees.We celebrate innovation, diversity, teamwork, excellence and integrity. We are an equal opportunity employer and offer competitive c...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Analyst, Asset Management

    Analyst, Asset Management

    Brookfield Properties • Los Angeles, CA, United States
    [job_card.full_time]
    Wells Fargo Center - 333 S Grand Ave, Suite 300.Brookfield Properties develops and operates over 1000 properties and 390 million square feet of high-quality, sustainability-focused real estate asse...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Portfolio Analyst

    Portfolio Analyst

    Banc of California • Los Angeles, CA, United States
    [job_card.full_time]
    BANC OF CALIFORNIA AND YOUR CAREER.NYSE : BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank").Banc of California is...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Finance & Strategy Analyst, FP&A

    Senior Finance & Strategy Analyst, FP&A

    Coinbase • Long Beach, California, United States
    [filters.remote]
    [job_card.full_time]
    Ready to be pushed beyond what you think you’re capable of?.At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Finance Analyst Specialist

    Finance Analyst Specialist

    The Aerospace Corporation • El Segundo, CA, United States
    [job_card.full_time]
    The Aerospace Corporation is the trusted partner to the nation's space programs, solving the hardest problems and providing unmatched technical expertise. As the operator of a federally funded resea...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Equity / Option Trader

    Remote Equity / Option Trader

    Maverick Trading • Los Angeles, CA, USA
    [filters.remote]
    [job_card.full_time]
    Before you continue, please watch this short recruiting video — it explains who we are, how our traders succeed, and what makes Maverick Trading different. Remote Proprietary Trader – Stocks, Option...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Finance & Strategy Analyst, Institutional

    Senior Finance & Strategy Analyst, Institutional

    Coinbase • Long Beach, California, United States
    [filters.remote]
    [job_card.full_time]
    Ready to be pushed beyond what you think you’re capable of?.At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    MBA Equity Investment Analyst Summer Associate (US)

    MBA Equity Investment Analyst Summer Associate (US)

    Capital Group • Los Angeles, CA, United States
    [job_card.full_time]
    Capital Group seeks bright, highly motivated and self-directed individuals for Equity Investment Analyst internship opportunities in Los Angeles. As a summer associate, you will research companies i...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Stock / Options Trader - Remote

    Stock / Options Trader - Remote

    Maverick Currencies • Long Beach, CA
    [filters.remote]
    [job_card.full_time] +1
    Top-ranked proprietary trading firm, Maverick Currencies, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online c...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Manager Credit Portfolio Risk

    Manager Credit Portfolio Risk

    City National Bank • Los Angeles, CA, United States
    [job_card.full_time]
    This position is responsible for providing Credit Risk oversight across the banks Residential Lending programs including conventional jumbo and government-insured loans (FHA, VA, USDA).Provide over...[show_more]
    [last_updated.last_updated_30] • [promoted]
    VP, Portfolio Manager

    VP, Portfolio Manager

    Cathay Bank - Headquarters • Los Angeles, CA, United States
    [job_card.full_time]
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Finance / Stock Trader

    Remote Finance / Stock Trader

    Maverick Currencies • Long Beach, CA
    [filters.remote]
    [job_card.full_time] +1
    Top-ranked proprietary trading firm, Maverick Currencies, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online c...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Finance & Strategy Manager, FP&A

    Senior Finance & Strategy Manager, FP&A

    Coinbase • Long Beach, California, United States
    [filters.remote]
    [job_card.full_time]
    Ready to be pushed beyond what you think you’re capable of?.At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    U.S. Private Bank Program Analyst

    U.S. Private Bank Program Analyst

    JPMorgan Chase • Los Angeles, CA, US
    [job_card.full_time]
    We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J. If you have an entrepreneurial ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    AVP & Treasury Analyst II

    AVP & Treasury Analyst II

    Open Bank • Los Angeles, CA, United States
    [job_card.full_time]
    OPEN to new ideas and opportunities for our clients and employees.We celebrate innovation, diversity, teamwork, excellence and integrity. We are an equal opportunity employer and offer competitive c...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Equity / Option Trader

    Remote Equity / Option Trader

    Maverick Currencies • Long Beach, CA
    [filters.remote]
    [job_card.full_time] +1
    Top-ranked proprietary trading firm, Maverick Currencies, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online c...[show_more]
    [last_updated.last_updated_30] • [promoted]
    AVP - VP, Senior Underwriter Portfolio Manager-ABL Working Capital (hybrid) NY, NJ, CA

    AVP - VP, Senior Underwriter Portfolio Manager-ABL Working Capital (hybrid) NY, NJ, CA

    First Citizens Bank • Santa Monica, CA, US
    [job_card.full_time]
    This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office based in New York, New Jersey, Santa Monica, California.The AVP - VP, ...[show_more]
    [last_updated.last_updated_30] • [promoted]