Analyst, Portfolio Oversight

Overview

Provide portfolio oversight, analysis, and reporting for real estate equity funds

Key Responsibilities

• leverage analysis
• asset management
• acquisition analysis
• portfolio review
• reporting
• due diligence

Tasks

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 CIM’s 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 firm’s Real Estate Equity platform. Additionally, this role will offer significant exposure to CIM’s wide range of investment platforms active in principal investing across the Real Assets industry. -Review and share recommendations/insights on annual budgets and business plans. -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 -Portfolio and asset-level leverage analysis: provide analysis and support for decisions relating to leverage & lending. -Asset Management: work closely with investments acquisitions team to oversee and monitor the overall performance of all assets in the portfolio -Acquisition analysis: work with investment acquisitions team to evaluate the risk/return and potential fit of new investments -Collaborate with other CIM departments to make recommendations for asset-level decisions, including leasing, property management, development, and construction. -Reporting & Fundraising: meet the needs of existing and prospective partners and co-investors to support our portfolio’s activities by acting as subject matter expert on the strategy, composition and performance of the Fund -Investment pipeline: maintain up to date knowledge and understanding of potential acquisitions -Track progress of each investment against its business plan -Hold various internal groups across CIM accountable for delivering against stated business plan objectives -Provide detailed and regular updates to investors and internal stakeholders -Portfolio Composition Review: develop hold/sell recommendations on individual assets within CIM’s funds and create strategy for go-forward portfolio composition targets based on an assessment of market and valuation trends -Support of fundraising efforts -Partner and Co-investor meetings / calls and tours -Assisting in the development of presentations and materials to support marketing and due diligence efforts (Flipbook, Annual and Quarterly reports, DDQ, Case Studies, etc.) -Review and present quarterly third-party appraisals to senior management -On-site and off-site due diligence meetings

Requirements

• excel
• real estate
• financial statements
• variance analysis
• legal docs
• travel

What You Bring

-Investor and Consultant reporting (Quarterly Variance Analysis, Update reports, etc.) -Depth of subject-matter knowledge -Ability to define problems, collect data, establish facts and draw valid conclusions -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 -Ability to effectively interact with both internal and external parties on complicated topics and sensitive matter -Familiarity with and ability to read, analyze and interpret complex legal documents, such as fund organizational documents and side letters -Consistency and quality of content -Familiarity with financial statements, including income statement, balance sheet, and cash flow statement -Ability to respond clearly and concisely to the most sensitive inquiries in written and verbal format to a wide range of audiences -Must be willing to travel up to 15% of the time, both domestically and internationally -Ability to calculate, analyze, and explain real estate related return metrics and other variables -Ability to comprehend and analyze general economic data and statistics

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Benefits

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. Ongoing professional development programs Comprehensive paid time off, including: vacation days, 10 designated holidays, sick time, and bereavement leave Up to 16 weeks of Paid Parental Leave *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. A variety of Medical, dental, and vision benefit plans Health Savings Account with a generous employer contribution Wellness program, including monthly and quarterly prizes Up to 16 hours of volunteer time off 401(k) savings plan, with company match Company paid life and disability insurance

About Cim Group

-With over $29 billion in assets under management, it has led more than $60 billion in real estate and infrastructure projects across the Americas and Europe. -Its vertically integrated model combines acquisition, development, financing, leasing, property management and disposition under one roof. -Typical projects span commercial properties, data centers, solar farms, student housing, mixed‑use developments and logistics facilities. -Sector expertise includes real estate equity strategies, infrastructure optimization and credit platforms providing financing solutions. -Notable projects include the Aquamarine Solar Park, Hollywood & Highland redevelopment, 432 Park Avenue site acquisition and numerous data‑center portfolios. -Its in‑house teams source value‑add opportunities, revitalizing urban assets and converting underutilized land into high‑impact community uses.

Sector Specialisms