Senior Associate, Global Client Group

About the role

Senior Associate, Global Client Group

CIM Group operates as a community-focused entity specializing in real estate and infrastructure, functioning as an owner, operator, lender, and developer. Since our founding in 1994 by three individuals concentrating on Southern California neighborhoods, we have grown to over 900 employees. Our current portfolio spans projects throughout the Americas, delivering employment opportunities alongside sustainable infrastructure. We focus on creating residential, commercial, and operational spaces that serve communities.

This specific role exists to support the Presidents and Co-Heads of the Global Client Group. The appointed individual will be instrumental in formulating and implementing the strategic direction for the institutional and private wealth divisions. The position demands a combination of analytical rigor, organizational planning, and strategic oversight. The successful candidate will utilize experience in financial services to propel expansion and improve operational efficiency.

Position Summary and Strategic Contribution

The Senior Associate will act as a primary strategic partner to senior leadership. Daily responsibilities involve shaping the direction of global wealth platforms. The role requires steering critical initiatives from conception to completion. You will analyze market conditions and internal data to guide decision-making. Your work will directly influence the firm's growth trajectory in wealth management.

This position manages the lifecycle of key projects. You will map client portfolio data and associated risk factors to identify opportunities. Designing operational frameworks is essential to coordinate capital deployment teams across different regions. You will prepare strategic briefs that outline priorities for executive review. These documents will clarify the firm's wealth platform objectives.

You will organize and lead performance review sessions with investment committees. These meetings assess metrics and verify that strategies meet their targets. Another core duty involves aligning product offerings with specific client demands. This ensures that institutional client needs are met effectively. You will also develop pathways to expand our distribution network. Building these partner pathways enhances our service capabilities globally.

Process optimization is a central function of this job. You will redesign workflow structures to improve efficiency. This allows analysts to manage complex mandates without delay. Continuous monitoring of market signals is required. This allows for rapid adjustment of platform positioning. Compliance verification is also mandatory. You will ensure all documentation meets regulatory standards prior to client implementation. Promoting knowledge transfer is vital for firm-wide improvement.

Required Qualifications and Experience

Candidates must possess a minimum of ten years of professional experience. This experience should be rooted in wealth management or asset management sectors. A deep understanding of private market structures is necessary. You must know how these structures serve institutional investors effectively.

Communication skills must be advanced. You will interact with senior leadership across various global regions. The ability to manage complex projects is non-negotiable. You must maintain strict attention to detail in all deliverables. Strong analytical skills are required to interpret financial data. This analysis supports informed and timely decisions.

You will frequently work autonomously. The ability to coordinate cross-functional initiatives is required. You must perform these duties without holding direct authority over team members.

Preferred Qualifications and Technical Skills

Possessing experience in real asset environments is a significant advantage. Backgrounds in infrastructure-related services are also valued. Familiarity with these sectors provides a better understanding of client needs.

Proficiency with common software platforms is mandatory. You must be skilled in using MS Office applications. Expertise in Google Workspace is also required. These tools are essential for daily operations and reporting.

Important Application Information

Please confirm all application details on the official portal. Specifics regarding location and compensation are subject to verification. The position is based in New York, New York. It is a full-time engagement. The base compensation is $180,000 for a candidate with 10 years of experience.

What you'll do

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