Operations Specialist
Asset LivingSalary not specified
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Real Estate, Infrastructure, Investment ManagementIndustries
Requirements
- Bachelor’s degree (preferably Finance, Economics, Accounting or Business)
- Minimum of 1 year of experience within a service or client support role
- FINRA licensed is a plus
- Strong analytical, organizational and time management skills
- High energy, self-motivated and confident
- Foundational understanding of the finance industry, key terms, and account types
- Experience working in a client service environment
- Client first mindset with the ability to effectively communicate
- Attention to details and the ability to prioritize effectively to meet deadlines
Responsibilities
- Manage requests for a specific Fund, strategy or process across internal and external parties in a timely manner
- Support and strengthen relationships with advisors by providing high level of service through written and verbal interactions
- Support the Fund Operations Team with key deliverables
- Use resources to research issues as they arise, consult with Fund Operations, sales, and management team on potential solutions. Escalate to leadership as needed
- Monitor inboxes for service requests from internal and external teams, process and track outstanding items to determine prioritization and ensure completion in a timely manner
- Follow documented procedures and propose new ideas to enhance relationships, and fulfill advisor and broker/dealer short- and long‐term expectations
- Identify areas of opportunity to enhance the overall client experience
- Assist other fund operations team members as needed
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What education and experience are required for the Analyst, Fund Operations role?
A Bachelor’s degree (preferably in Finance, Economics, Accounting or Business) and a minimum of 1 year of experience in a service or client support role are required. FINRA licensed is a plus.
What key skills are needed for this position?
Strong analytical, organizational, and time management skills are essential, along with a foundational understanding of the finance industry, client-first mindset, effective communication, attention to detail, and ability to prioritize.
What is the work arrangement or location for this job?
This information is not specified in the job description.
What is the salary or compensation for this role?
This information is not specified in the job description.
What qualities make a strong candidate for this Analyst position?
Candidates with a high energy, self-motivated, and confident personality, combined with experience in client service, strong organizational skills, and a foundational knowledge of finance, will stand out.
CIM Group
Real estate and infrastructure development and management
About CIM Group
CIM Group focuses on real estate and infrastructure, operating as an owner, operator, lender, and developer. The company targets urban areas with significant growth potential, acquiring, developing, and managing properties while also providing loans for real estate projects. Revenue is generated through property rentals, sales, and lending activities. CIM serves a variety of clients, including investors, businesses, and community organizations, and has worked on notable projects like the Dolby Theatre in Hollywood and the Tribune Tower in Chicago. What sets CIM apart from competitors is its strong commitment to community engagement, demonstrated through initiatives such as preparing meals for those with chronic illnesses and creating community gardens. The goal of CIM Group is to be the leading partner for investors and users of real assets that benefit communities.
Los Angeles, CaliforniaHeadquarters
1994Year Founded
$559.3MTotal Funding
DEBT_FINANCINGCompany Stage
Government & Public Sector, Real EstateIndustries
1,001-5,000Employees
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Health Savings Account/Flexible Spending Account
Unlimited Paid Time Off
Paid Vacation
Paid Sick Leave
Paid Holidays
Bereavement Leave
Hybrid Work Options
401(k) Retirement Plan
401(k) Company Match
Paid Parental Leave
Professional Development Budget
Wellness Program
Volunteer Time Off
Risks
Rising interest rates could impact CIM's real estate financing costs.
Remote work trends may reduce demand for CIM's commercial office spaces.
Stricter environmental regulations could increase compliance costs for CIM.
Differentiation
CIM Group focuses on community impact through real estate and infrastructure projects.
The company integrates ESG initiatives into its investment and development strategies.
CIM's diverse expertise spans from due diligence to asset disposition.
Upsides
CIM benefits from increased demand for mixed-use developments in urban areas.
The trend towards sustainable building practices aligns with CIM's ESG focus.
CIM's integration of smart technology attracts tenants and buyers.
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