Analyst, Portfolio Oversight jobs in United States
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CIM Group · 10 hours ago

Analyst, Portfolio Oversight

CIM Group is a community-focused real estate and infrastructure owner, operator, lender, and developer. The Analyst, Portfolio Oversight will provide portfolio oversight support to funds within the firm’s Real Estate Equity platform, ensuring investment performance aligns with fund objectives and collaborating with various teams to drive asset performance.

Asset ManagementCommercial Real EstateFinanceFinancial ServicesProperty DevelopmentProperty Management
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H1B Sponsor Likelynote

Responsibilities

Portfolio Oversight : act as subject matter expert on the strategy and underlying investments to ensure decisions regarding individual assets are made with an eye towards the impact on the portfolio as a whole
Acquisition analysis: work with investment acquisitions team to evaluate the risk/return and potential fit of new investments
Portfolio Composition Review: develop hold/sell recommendations on individual assets within CIM’s funds and create strategy for go-forward portfolio composition targets based on an assessment of market and valuation trends
Portfolio and asset-level leverage analysis: provide analysis and support for decisions relating to leverage & lending
Investment pipeline: maintain up to date knowledge and understanding of potential acquisitions
Asset Management : work closely with investments acquisitions team to oversee and monitor the overall performance of all assets in the portfolio
Track progress of each investment against its business plan
Collaborate with other CIM departments to make recommendations for asset-level decisions, including leasing, property management, development, and construction
Hold various internal groups across CIM accountable for delivering against stated business plan objectives
Review and share recommendations/insights on annual budgets and business plans
Review and present quarterly third-party appraisals to senior management
Provide detailed and regular updates to investors and internal stakeholders
Reporting & Fundraising: meet the needs of existing and prospective partners and co-investors to support our portfolio’s activities by acting as subject matter expert on the strategy, composition and performance of the Fund
Market research
Investor and Consultant reporting (Quarterly Variance Analysis, Update reports, etc.)
Assisting in the development of presentations and materials to support marketing and due diligence efforts (Flipbook, Annual and Quarterly reports, DDQ, Case Studies, etc.)
Partner and Co-investor meetings / calls and tours
On-site and off-site due diligence meetings
Continuous improvement of service offering
Investor negotiation (side letters, closings)

Qualification

Real Estate AnalysisInvestment BankingFinancial Statement AnalysisMicrosoft OfficeMarket ResearchCommunication SkillsProblem SolvingTeam Collaboration

Required

1-2 Years' prior experience in Real Estate or Investment Banking or related field
Demonstrated expertise with Microsoft Office including Outlook, Excel, PowerPoint and Word
Familiarity with financial statements, including income statement, balance sheet, and cash flow statement
Must be willing to travel up to 15% of the time, both domestically and internationally
Familiarity with and ability to read, analyze and interpret complex legal documents, such as fund organizational documents and side letters
Ability to respond clearly and concisely to the most sensitive inquiries in written and verbal format to a wide range of audiences
Ability to effectively interact with both internal and external parties on complicated topics and sensitive matter
Ability to calculate, analyze, and explain real estate related return metrics and other variables
Ability to comprehend and analyze general economic data and statistics
Ability to define problems, collect data, establish facts and draw valid conclusions

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!

Company

CIM Group

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CIM is a community-focused real estate and infrastructure owner, operator, lender and developer.

H1B Sponsorship

CIM Group has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2023 (9)
2022 (3)
2021 (1)
2020 (3)

Funding

Current Stage
Late Stage
Total Funding
$47.5M
2023-11-27Debt Financing· $47.5M
2021-05-15Undisclosed

Leadership Team

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Bernard Ryan
Managing Director, Head of Insurance Solutions
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Company data provided by crunchbase