CIM Group
real estate and infrastructure
Associate,InstitutionalClientGroup(APAC)
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“Associate, Institutional Client Group (APAC) at CIM Group. Skills: build new and strengthen existing relationships across the APAC region, Support fundraising efforts, managing CRM (Salesforce) data, overseeing the pipeline, executing the overall sales strategy, gather investor insights and intelligence, create presentations and other deliverables, ensure timely delivery of information requests and client reporting. Partner with ICG Relationship Managers to build new and strengthen existing rela”
Industry & Context.
analytical skills with high attention to detail and accuracy
What They're Looking For.
Must Have
FINRA Series 7 and Series 63 licenses are required for this role, Fluency in English
Nice to Have
internship experience, existing SIE is a plus, Mandarin proficiency is a plus
What You'll Do.
Partner with ICG Relationship Managers to build new and strengthen existing relationships across the APAC region
Learn about the industry
Support fundraising efforts through meeting preparation
and coordination of roadshows and client-facing events.
and help host APAC client visits to the U. S.
Contribute to a defined sales territory by managing CRM (Salesforce) data
actively overseeing the pipeline
and executing the overall sales strategy.
Utilize third-party data tools—such as Preqin
and WithIntelligence—to gather investor insights and intelligence.
Compile data and create presentations and other deliverables for internal stakeholders
including updates on fundraising efforts
Coordinate directly with internal portfolio management
and reporting teams to ensure timely delivery of information requests and client reporting.
How You'll Work.
Team & Collaboration
Partner with ICG Relationship Managers; working effectively with colleagues at all levels and locations; Coordinate directly with internal portfolio management, investment, and reporting teams
Communication Scope
interpersonal and communication skills, both written and verbal
Process & Methodology
project management skills
Full Job Description
## Description 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! ## RESPONSIBILTIES Partner with ICG Relationship Managers to build new and strengthen existing relationships across the APAC region, including Australia, New Zealand, Singapore, Taiwan, and China. Learn about the industry, markets, client types, firm products, and narratives. Support fundraising efforts through meeting preparation, follow-up, and coordination of roadshows and client-facing events. Coordinate, support, and help host APAC client visits to the U.S. Contribute to a defined sales territory by managing CRM (Salesforce) data, actively overseeing the pipeline, and executing the overall sales strategy. Utilize third-party data tools—such as Preqin, eVestment, and WithIntelligence—to gather investor insights and intelligence. Compile data and create presentations and other deliverables for internal stakeholders, including updates on fundraising efforts, client feedback, and industry trends. Coordinate directly with internal portfolio management, investment, and reporting teams to ensure timely delivery of information requests and client reporting. ## EDUCATION/EXPERIENCE REQUIREMENTS (including certification, licenses, etc.) 0–3 years of experience. Bachelor’s degree required; a relevant field of study and internship experience are preferred. FINRA S
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