Associate Vice President, Portfolio Oversight

Cimgroup; Los Angeles (CA); On-site; USD 150,000 - 180,000; Full time

Benefits offered by this job

Medical, dental, vision plans

Health Savings Account with employer"s

Company-paid life and disability

401(k) with company match

Paid time off + holidays + sick time +

Volunteer time off

Paid parental leave

Professional development programs

Wellness program

And more!

Job summary

CIM Group in Los Angeles, CA seeks an Investments Portfolio Oversight professional to lead strategy, acquisition analysis, and asset management across real estate and infrastructure assets. This role partners with CIM's investment teams to maximize fund performance and communicate results to investors.

Requirements include 4+ years in real estate or infra, MBA preferred, strong financial modeling, MS Office, and travel up to 25%.

Qualifications

• 4+ years of prior experience in Real Estate, Infrastructure, Investment Banking, or related field.
• MBA preferred.
• Willingness to travel up to 25% of the time, domestically and internationally.
• Proficiency in Microsoft Office (Outlook, Excel, PowerPoint, Word).
• Demonstrated experience with financial modeling.
• Familiarity with and ability to read, analyze, and interpret complex legal documents such as fund organizational documents and side letters.
• Strong written and verbal communication skills, able to respond clearly and concisely to a wide range of audiences.
• Ability to interact effectively with both internal and external parties on complicated topics and sensitive matters.
• Capability to calculate, analyze, and explain real estate and/or infrastructure return metrics.
• Ability to comprehend and analyze general economic data and statistics.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.

Responsibilities

• Portfolio Oversight: act as subject matter expert on the strategy and underlying investments.
• Acquisition analysis: evaluate risk/return and potential fit of new investments.
• Portfolio Composition Review: translate top-down strategy into acquisition and disposition decisions.
• Develop and maintain target portfolio allocations by sector, market, and risk profile.
• Monitor concentration limits, diversification targets, liquidity needs, and alignment with investor guidelines.
• Evaluate market, valuation, and capital market trends to inform portfolio positioning.
• Develop hold/sell analyses across the portfolio.
• Asset Management: oversee and monitor the 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.
• Hold internal groups accountable for delivering business plan objectives.
• Review and share recommendations 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: support the needs of existing and prospective partners and co‑investors.
• Market research.
• Investor and consultant reporting (quarterly variance analysis, update reports, etc.).
• Assist in developing presentations and materials for marketing and due diligence.
• Participate in partner and co‑investor meetings, calls, and tours.
• Participate in due diligence meetings.
• Investor negotiation (side letters, closings).
• Product development – assist with new product creation, launch of new funds and co‑investment opportunities.
• Mentorship and work oversight for 1+ PO Associates/Analysts.

Skills

Financial modeling

Communication skills

Analytical thinking

Travel up to 25%

Education

MBA preferred

Tools

Microsoft Office

Excel

PowerPoint

Word

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 Investments Group at CIM is comprised of investments and portfolio management professionals working collaboratively to source, structure and execute new investments, and ensure that investment and fund performance aligns 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 Real Estate Equity and/or Infrastructure platforms, in partnership with the lead PO. Additionally, this role will offer significant exposure to CIM’s wide range of investment platforms active in principal investing across the Real Assets industry.

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 toward the impact on the portfolio as a whole.
• Acquisition analysis: work with the investment acquisitions team to evaluate the risk/return and potential fit of new investments.
• Portfolio Composition Review: translate top‑down strategy into acquisition and disposition decisions.
  • Develop and maintain target portfolio allocations by sector, market, and risk profile.
  • Monitor concentration limits, diversification targets, liquidity needs, and alignment with investor guidelines.
  • Evaluate market, valuation, and capital market trends to inform portfolio positioning.
  • Develop hold/sell analyses across the portfolio.
• Asset Management: oversee and monitor the 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.
  • Hold internal groups accountable for delivering business plan objectives.
  • Review and share recommendations 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: support the needs of existing and prospective partners and co‑investors.
  • Market research.
  • Investor and consultant reporting (quarterly variance analysis, update reports, etc.).
  • Assist in developing presentations and materials for marketing and due diligence.
  • Participate in partner and co‑investor meetings, calls, and tours.
  • Participate in due diligence meetings.
  • Investor negotiation (side letters, closings).
  • Product development – assist with new product creation, launch of new funds and co‑investment opportunities.
• Mentorship and work oversight for 1+ PO Associates/Analysts.

Qualifications

• 4+ years of prior experience in Real Estate, Infrastructure, Investment Banking, or related field.
• MBA preferred.
• Willingness to travel up to 25% of the time, domestically and internationally.
• Proficiency in Microsoft Office (Outlook, Excel, PowerPoint, Word).
• Demonstrated experience with financial modeling.
• Familiarity with and ability to read, analyze, and interpret complex legal documents such as fund organizational documents and side letters.
• Strong written and verbal communication skills, able to respond clearly and concisely to a wide range of audiences.
• Ability to interact effectively with both internal and external parties on complicated topics and sensitive matters.
• Capability to calculate, analyze, and explain real estate and/or infrastructure return metrics.
• Ability to comprehend and analyze general economic data and statistics.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.

WHAT CIM OFFERS

• A variety of Medical, dental, and vision benefit plans.
• Health Savings Account with 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 geography, job‑related knowledge, experience, and budget. The start of the salary range is typically associated with the minimum experience required. Base pay is 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 $150,000 ‑ $180,000.

HOW WE FEEL ABOUT 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 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.

*Applicants with disabilities may be entitled to reasonable accommodation under 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 otherwise participating in the application process.

CIM is committed to maintaining the confidentiality and privacy of your personal and financial information.