Analyst, Investor Operations

Cimgroup; Phoenix (AZ); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, and vision benefit plans

401(k) savings plan with company match

Comprehensive paid time off

Job summary

Cimgroup in Phoenix, Arizona is looking for an Analyst to support day-to-day investor operations. This role involves collaborating with various teams and ensuring accurate, timely operational support.

The ideal candidate will have a bachelor's degree and strong communication skills. CIM offers a variety of benefits, including health plans and a 401(k) savings plan. Join us and make a meaningful impact in the community!

Qualifications

• 0+ years of relevant experience in operations, administration, client service, or a related field; internship experience is a plus.
• Basic understanding of operational processes and financial data, including reconciliations and reporting outputs.

Responsibilities

• Support day-to-day operational activities related to investor operations.
• Assist with responding to internal operational requests.
• Help maintain basic operational processes.

Skills

Attention to detail

Customer experience mindset

Strong written and verbal communication

Education

Bachelor’s degree or equivalent practical experience

Tools

Microsoft Office

CRM systems

Job 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!

POSITION PURPOSE:

The Investor Operations Team is seeking an Analyst to support the day-to-day execution of investor operations processes and provide accurate, timely operational support across the organization. This role works closely with internal teams to help communicate time-sensitive and confidential information related to product-specific operational matters.

The Analyst supports operational workflows and collaborates with Legal, Compliance, Fund Accounting, Tax, Marketing, IT, and Internal Audit to assist with execution and coordination. This position is well-suited for a detail-oriented professional who thrives in a fast-paced, collaborative environment and is eager to learn while providing strong internal support.

RESPONSIBILITIES:

• Support day-to-day operational activities related to investor operations and internal team requests.
• Assist with responding to internal operational requests and help ensure timely, accurate follow-through.
• Help maintain basic operational processes, including data management, reconciliations, reporting, and documentation.
• Work with cross-functional internal stakeholders and external vendors to support operational workflows.
• Track incoming requests and assist with prioritization to help meet service levels and deadlines.
• Identify issues or inefficiencies and share suggestions for process improvements with the team.
• Assist with the preparation of internal reports, summaries, and operational metrics.
• Support audits, reviews, or periodic reporting requests by gathering and validating required information.
• Follow internal controls and compliance requirements in daily operational activities.
• Assist with recurring operational tasks under guidance from senior team members.
• Support system enhancements, testing, or data clean-up initiatives.

QUALIFICATIONS:

• Bachelor’s degree or equivalent practical experience.
• 0+ years of relevant experience in operations, administration, client service, or a related field; internship experience is a plus, preferably within financial services or a regulated environment.

COMMUNICATION SKILLS:

• Strong written and verbal communication skills with the ability to communicate clearly and professionally.
• Customer experience mindset and willingness to support internal stakeholders.
• Attention to detail and accuracy in completing tasks and maintaining records.
• Ability to ask thoughtful questions, follow instructions, and learn new processes.
• Ability to handle sensitive information with professionalism and discretion.

TECHNICAL SKILLS:

• Proficient in Microsoft Office (Excel, Outlook, Word, PowerPoint, Teams, SharePoint).
• Exposure to CRM systems, data management tools, or workflow platforms (e.g., Salesforce, Intralinks, Monday.com) or willingness to learn.
• Ability to manage, track, and maintain operational data with a high degree of accuracy and attention to detail.
• Comfortable working with spreadsheets, shared drives, and internal systems to support routine processes such as reporting and reconciliations.

ANALYTICAL SKILLS:

• Basic understanding of operational processes and financial data, including reconciliations and reporting outputs.
• Ability to review data for accuracy, identify discrepancies, and escalate issues appropriately.
• Demonstrates attention to detail when validating data, tracking requests, and supporting operational deliverables.
• Developing knowledge of investor operations processes, fund structures, and servicing workflows.

PROBLEM-SOLVING & ORGANIZATION:

• Strong organizational skills and ability to manage multiple routine tasks with guidance.
• Ability to prioritize work, meet deadlines, and follow established procedures.
• Willingness to learn, adapt to change, and take direction from team members.

WHAT CIM OFFERS:

• 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!

Actual base salary considers several factors including but not limited to geography, job-related knowledge, experience, and budget. The start of the salary range is typically associated with the minimum experience required.

DIVERSITY AND INCLUSION:

At CIM Group, we believe that the unique perspectives and backgrounds of our employees enhance everything we do. We are committed to fostering an inclusive environment where diversity is not only respected but celebrated. We strive to ensure that our workplace is free from discrimination and harassment, allowing everyone to contribute meaningfully and feel a sense of belonging. As an equal opportunity employer, we strictly prohibit any form of unlawful discrimination and adhere to the laws enforced by the EEOC. Our goal is to provide a safe and supportive environment where all employees can grow and make impactful contributions together.

APPLICANT ACCOMMODATIONS:

Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on CIM Group. Please inform our Talent team if you need any assistance completing any forms or to otherwise participate in the application process.

PRIVACY POLICY:

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AGENCY POLICY:

CIM does not accept unsolicited resumes from agencies. Any unsolicited resumes received from agencies will be considered property of CIM and no fees will be due or paid. If you wish to become an approved agency with CIM or any of its affiliates, please contact a member of the CIM Talent Acquisition Team.