Analyst, Portfolio Oversight (Infrastructure Focus)

Cimgroup; Los Angeles (CA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, and vision benefit plans

401(k) savings plan with company match

Comprehensive paid time off

Ongoing professional development programs

Job summary

Cimgroup in Los Angeles is looking for an investment analyst to support portfolio oversight and investment analysis within its Infrastructure platform. You will be responsible for asset management, acquisition evaluation, and performance reporting.

Qualified candidates should have at least one year of experience in Infrastructure or Investment Banking, strong Microsoft Office skills, and the ability to analyze financial data effectively.

The role offers a competitive salary range of $90,000 to $120,000 and excellent benefits including comprehensive medical plans and paid parental leave.

Qualifications

• 1+ years of relevant experience in the field.
• Proficient in analyzing infrastructure-related return metrics.

Responsibilities

• Support portfolio oversight efforts and asset-level analysis.
• Assist in acquisition analysis and portfolio composition review.
• Provide analytical support for asset management.
• Contribute to fundraising and investor reporting materials.

Skills

Experience in Infrastructure or Investment Banking

Microsoft Office proficiency including Outlook, Excel, PowerPoint, and Word

Familiarity with financial statements

Strong written and verbal communication skills

Ability to synthesize information for diverse audiences

Proven ability to leverage AI for productivity

Education

Bachelor's degree in Finance or related field

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, delivering jobs, comfortable places to live, work, and relax, and providing sustainable infrastructure.

Position Purpose

The Investments Group at CIM is comprised of investments and portfolio management professionals working collaboratively to a) source, structure and execute new investments, and b) ensure that investment and fund performance align with the fund objectives. The Portfolio Oversight function leads coordinated efforts to design the composition of CIM’s funds, maximize the value of its investments to drive fund performance, and communicate ongoing fund performance to investors and prospective investors. As a critical part of the Investment Group, this position will provide portfolio oversight support to a subset of funds and/or investment vehicles within the firm’s Infrastructure platform, in partnership with the lead portfolio manager, and will offer significant exposure to CIM’s wide range of investment platforms active in principal investing across the Real Assets industry.

Responsibilities

• Portfolio Oversight: support portfolio oversight efforts by developing a strong understanding of the strategy and underlying investments and assisting with asset‑level analysis to help inform decisions.
• Acquisition analysis: support PO’s analysis and assessment of new opportunities. Responsibilities include:
  • Participation in weekly pipeline and deal screening discussions.
  • Assessing how proposed acquisitions impact portfolio exposures by sector, geography, duration, leverage, and income stability.
  • Review of underwriting models and investment memos.
• Portfolio Composition Review: assist in evaluating portfolio composition by providing analyses that support acquisition and disposition activity. Responsibilities include:
  • Developing and maintaining target portfolio allocations by sector, market, and risk profile.
  • Monitoring concentration limits, diversification targets, liquidity needs, and alignment with investor guidelines.
  • Evaluating market, valuation, and capital markets trends to inform go‑forward portfolio positioning.
  • Developing hold/sell analyses across the portfolio.
• Portfolio and asset‑level leverage analysis: provide analysis and support for decisions relating to leverage & lending.
• Asset Management: provide analytical support to 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.
  • Review and share recommendations/insights on annual budgets and business plans.
  • Review quarterly third‑party appraisals for senior management.
  • Help prepare regular updates for investors and internal stakeholders.
• Reporting, Fundraising & potential new products: contribute to materials that meet the needs of existing and prospective partners and co‑investors to support our portfolio’s activities.
  • 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.).

Qualifications

• 1+ Years’ experience in Infrastructure 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.
• Ability to synthesize information in a presentable format to a range of audiences.
• Strong written and verbal communication skills; ability to succinctly summarize and share findings.
• Ability to calculate, analyze, and explain infrastructure related return metrics and other variables.
• Proven ability to leverage AI to optimize daily work.
• Ability to handle sensitive information with discretion.
• Consistency and quality of content.
• Support of portfolio and asset level performance.
• Support of fundraising efforts.

Benefits & Compensation

• 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. At CIM, base pay is one part of the total compensation package. This role is eligible for bonus pay in addition to base salary. The anticipated base salary range for the position in Los Angeles, CA is $90,000 - $120,000.

Diversity, Equity, & 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.

Equal Employment Opportunity

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.

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