Senior Associate, Institutional Client Group

About the role

The Senior Associate, Institutional Client Group will act as a critical link between CIM Group's investment offerings and the institutional investment community in the Asia Pacific region. This individual will own the narrative for specific funds, translating intricate investment strategies into clear and persuasive stories for pension boards, sovereign wealth committees, and endowments. They will orchestrate intake sessions with potential investors to capture objectives, constraints, and return expectations with precision. The role involves designing and assembling build materials that effectively communicate fund strategies, risk profiles, and performance attributes. Close coordination with internal investment teams is essential to ensure data accuracy, performance alignment, and risk transparency in all client discussions. The Senior Associate will be responsible for shipping roadshow packages and tailored narratives that adhere to stringent deadlines and regulatory considerations. They will forge partner roadmaps with consultants and intermediaries to extend regional reach and amplify the firm's presence. Hosting investor forums and targeted briefings will be key activities to strengthen long-term commitment and trust in APAC markets. This position demands the maintenance of detailed activity logs and pipeline documentation to support forecasting accuracy and operational transparency. Ultimately, the Senior Associate will champion product knowledge for specific funds across various risk profiles and geographic focus areas to drive investor interest.

Key facts

What you'll do

• Execute targeted prospecting efforts to identify and engage institutional investors across the Asia Pacific region.
• Own select direct client relationships, acting as the primary point of contact for assigned institutional investors.
• Translate complex investment mandates into clear, compelling proposals that resonate with sophisticated decision-makers.
• Orchestrate intake sessions with investors to clarify objectives, constraints, and investment parameters in detail.
• Design and assemble build materials that highlight fund strategies for pension boards and sovereign committees.
• Coordinate with investment teams to align on data, performance metrics, and risk insights for accurate client communication.
• Ship roadshow packages and tailored narratives that meet strict deadlines and adhere to firm standards.
• Forge partner roadmaps with consultants and intermediaries to expand regional reach and market penetration.
• Host investor forums and targeted briefings to strengthen long-term commitment in APAC markets.
• Maintain detailed activity logs and pipeline documentation to ensure transparency and forecasting accuracy.
• Champion product knowledge for specific funds across various risk profiles and geographic focus areas.
• Translate mandate letters into structured outreach sequences that guide prospects through evaluation stages.
• Update sales playbooks with feedback from consultants and institutional contacts to refine positioning over time.
• Ensure all client interactions reflect the high professionalism and precision required by senior executives and technical specialists.
• Manage complex travel and logistics across multiple time zones to support investor engagements and roadshows.

Requirements

• Possess three years of client-facing experience in institutional sales or investor relations.
• Demonstrate a deep understanding of investment structures relevant to pension funds and sovereign wealth portfolios.
• Communicate effectively with senior executives and technical specialists with precise and clear language.
• Manage complex travel and logistics across multiple time zones while maintaining high professionalism.
• Analyze performance metrics and market trends to generate insights that support strategic investor conversations.
• Operate based in Los Angeles, California, to fulfill the role's location requirements.
• Exhibit the ability to translate intricate investment mandates into compelling narratives for sophisticated decision-makers.
• Maintain detailed activity logs and pipeline documentation to ensure transparency and accuracy in forecasting.

Nice to have

• Experience working with investment consultants, OCIO providers, and other asset managers.
• Familiarity with global consultant relations and supporting fundraising initiatives.
• Exposure to the Financial Institutions Group (FIG) and major insurance companies or banks.
• Knowledge of the firm's infrastructure and real estate strategies across diverse geographic regions.
• Understanding of how to host investor forums and targeted briefings to strengthen institutional commitment.

Practical notes

The role requires three years of client-facing experience in institutional sales or investor relations. Travel is required, including managing complex logistics across multiple time zones. The position is based in Los Angeles, California, and candidates must be prepared to work from this location. The compensation package includes a base salary of $180,000 per year. The engagement is full-time.