Associate, Investor Operations
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. Since 1994, we have grown from a Southern California focus to a diverse team of 900+ employees with projects across the Americas. Our work delivers jobs, creates comfortable places to live, work, and relax, and provides sustainable infrastructure. We are committed to enhancing communities and strive to make an even greater impact.
About the role
The Fund Operations Team is seeking an Associate to manage the day-to-day execution of fund operations processes. This role plays a key role in ensuring accurate, timely, and well-coordinated operational support across the organization. The Associate partners closely with internal teams to communicate time-sensitive and confidential information related to product-specific operational matters and serves as a central point of coordination for operational workflows, collaborating with Legal, Compliance, Fund Accounting, Tax, Marketing, IT, and Internal Audit.
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.
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
Requirements
- 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 license is a plus
Skills
Communication Skills
- 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 Skills
- Demonstrated competence with Microsoft Office including Outlook, Excel, PowerPoint, Word, SharePoint, and Teams
- Preferred experience with Salesforce, Intralinks, and Monday.com
Mathematical Skills
- Ability to analyze reporting metrics and spot variables
- Ability to comprehend general economic data and statistics
Reasoning Skills
- 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
Benefits
- Competitive compensation plan
- Comprehensive benefits program, 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
- 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