CIM Group · 11 hours ago
Associate, Fund Operations
Phoenix, AZ
Full-time
Onsite
Entry Level
2+ years expCIM Group is a community-focused real estate and infrastructure owner, operator, lender, and developer. The Associate in Fund Operations will manage day-to-day interactions with various distribution teams and fund administration vendors, serving as the main point of contact for operational inquiries. This role requires collaboration across multiple departments to ensure effective communication and support for internal and external stakeholders.
Asset ManagementCommercial Real EstateFinanceFinancial ServicesProperty DevelopmentProperty Management
Responsibilities
Manage daily requests for a specific fund or funds from internal sales team members, firms, investors, partners and other internal parties in a timely manner
Support internal and external stakeholders with on-boarding, account opening, maintenance requests, capital calls, distribution requests, reporting and other transactions
Oversee several vendors utilized as part of the partner and investor on-boarding, reporting and communication process, as well as represent CIM in a professional and collaborative manner
Assist with deliverables outlined by leadership to establish servicing for new fund launches and/or restructuring activity
Speak comfortably and confidently with advisors, firms, and investors
Escalate issues to the manager as they arise
Interface with internal departments such as, Legal, Compliance, Fund Accounting, Tax, Marketing, IT, and Internal Audit
Monitor recurring requests, analyze reports, follow and maintain proper procedures and processes that preserve privacy, reporting and regulatory requirements
Work with Custodians to reconcile positions and transactions
Document procedures for processes and review on a recurring basis
Qualification
Required
Bachelor's degree (preferably Finance, Economics, Accounting or Business)
2+ years relevant experience in the investment management or financial services industry with a focus on investor relations
Series 7/63 or Series 99 licensing required or willing to obtain within 6 months
Ability to read, analyze and interpret complex documents
Ability to respond effectively to sensitive inquiries or complaints 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 matters
Demonstrated competence with Microsoft Office including Outlook, Excel, PowerPoint, Word, SharePoint and Teams
Ability to analyze reporting metrics and spot variables
Ability to comprehend general economic data and statistics
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
Preferred
Preferred experience with Salesforce
Benefits
Medical, dental, and vision
Company-subsidized Health Savings Account
Company paid life & disability
Pre-tax savings accounts
401(k) match
Competitive vacation policy
Additional voluntary benefits
Paid time off for community service
Paid Parental Leave: Up to 12 weeks
Company
CIM Group
CIM is a community-focused real estate and infrastructure owner, operator, lender and developer.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$47.5M2023-11-27Debt Financing· $47.5M
2021-05-15Undisclosed
Leadership Team
Bernard Ryan
Managing Director, Head of Insurance
Recent News
Dallas Innovates
2025-11-24
2025-11-23
Company data provided by crunchbase