Associate, Institutional Client Group (Global… at CIM Group · Los…

Summary: CIM Group is a community-focused real estate and infrastructure owner and operator. They are seeking an Institutional Client Associate to join the Global Consultant Relations team, where the candidate will support fundraising efforts and build relationships with institutional investors and intermediaries. Responsibilities: - Partner with GCR Relationship Managers to build new and strengthen existing relationships with investment consultants, OCIO providers, and asset management firms - 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 - 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 Required Qualifications: - 0-3 years of experience - Bachelor's degree required; a relevant field of study and internship experience are preferred - FINRA Series 7 and Series 63 licenses are required for this role (an existing SIE is a plus). Employment is contingent upon obtaining these licenses within 6 months of hire - Interest in financial services, including sales, capital markets, investments, and/or real assets - Strong interpersonal and communication skills, both written and verbal - Collaborative mindset, working effectively with colleagues at all levels and locations - Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment - Ability to work effectively, as well as independently, in a team environment - Strong analytical skills with high attention to detail and accuracy - Strong project management skills - Proficient Salesforce and Microsoft Office applications, including Excel, PowerPoint, and Word Preferred Qualifications: - A relevant field of study and internship experience are preferred Required Skills: FINRA Series 7, FINRA Series 63 Important Skills: Salesforce, Microsoft Office, Analytical skills Nice-to-Have Skills: Project management, Collaborative mindset Benefits: A variety of Medical, dental, and vision benefit plans, Health Savings Account with a generous employer contribution, Company paid life and disability insurance, 401(k) savings plan, with company match, Comprehensive paid time off, including: vacation days, 10 designated holidays, sick time, and bereavement leave, Up to 16 hours of volunteer time off, Up to 16 weeks of Paid Parental Leave, Ongoing professional development programs, Wellness program, including monthly and quarterly prizes, And more!