CIM Group

Financial Services

SeniorAssociate,InvestorOperations

$115–165k ~AI est. Phoenix, Arizona, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“Senior Associate, Investor Operations at CIM Group. Skills: Investor operations, Fund operations, Process automation. Execute investor operations processes. Serve as point of contact”

Industry & Context.

Financial Services
Problems you'll solve

Root cause analysis; Issue resolution; Critical thinking

What They're Looking For.

Must Have

5+ years relevant experience, Bachelor's degree or equivalent experience

Nice to Have

Investor onboarding experience preferred, Capital activity experience preferred, Reporting experience preferred, Reconciliations experience preferred, Operational controls experience preferred, Regulated environment experience preferred, FINRA licenses a plus

What You'll Do.

Execute investor operations processes

Serve as point of contact

Provide proactive communication

Deliver high-quality service

Review operational deliverables

Approve operational deliverables

Oversee operational deliverables

Investigate operational issues

Resolve operational issues

Implement sustainable solutions

Drive cross-functional coordination

Ensure seamless execution

Drive recurring reporting cycles

Drive operational processes

Identify operational risks

Enhance documentation

Support system implementations

Support system enhancements

Support process automation

Provide business requirement input

Support regulatory inquiries

Support internal reviews

Provide validated data

Provide subject matter expertise

Mentor junior team members

Support technical development

Evaluate service delivery

Drive efficiency improvements

Enhance stakeholder experience

How You'll Work.

Team & Collaboration

Cross-functional coordination; Internal stakeholders; External partners

Communication Scope

Written communication; Verbal communication; Stakeholder communication; Process communication

Process & Methodology

User acceptance testing, Business requirements

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! ## RESPONSIBILITIES Execution of complex investor operations processes, ensuring accuracy, timeliness, and a best-in-class service experience. Serve as a key point of contact for internal stakeholders and select external partners, providing proactive communication, issue resolution, and high-quality service delivery. Review, approve, and oversee operational deliverables, including reconciliations, reporting outputs, and data validations, ensuring completeness and accuracy. Independently investigate and resolve complex operational issues, identifying root causes and implementing sustainable solutions. Drive cross-functional coordination across Fund Accounting, Legal, Compliance, Tax, and Technology to ensure seamless execution of investor servicing workflows. Drive recurring reporting cycles and operational processes, including planning, tracking, and execution across multiple workstreams. Identify operational risks and control gaps; enhance processes, documentation, and controls to improve scalability and reduce risk. Play a key role in system implementations, enhancements, and process automation efforts, including user acceptance testing (UAT) and business requirement input. Develop, maintain, and enhance procedures and documentation to support a controlle

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