CIM Group is hiring a
Associate

Summary

The job is for an Associate in the Partner Solutions Group at CIM Group, managing day-to-day interactions with various teams and external parties related to fund administration. The position requires a Bachelor's degree, relevant experience, and Series 7/63 or Series 99 licensing.

Requirements

• Bachelor’s degree (preferably Finance, Economics, Accounting or Business)
• 2+ years relevant experience in the investment management or financial services industry with a focus on investor relations
• Series 7/63 or Series 99 licensing required or willing to obtain within 6 months

Responsibilities

• Manage daily requests for a specific fund or funds from internal sales team members, firms, investors, partners and other internal parties in a timely manner
• Support internal and external stakeholders with on-boarding, account opening, maintenance requests, capital calls, distribution requests, reporting and other transactions
• Oversee several vendors utilized as part of the partner and investor on-boarding, reporting and communication process, as well as represent CIM in a professional and collaborative manner
• Assist with deliverables outlined by leadership to establish servicing for new fund launches and/or restructuring activity
• Speak comfortably and confidently with advisors, firms, and investors
• Escalate issues to the manager as they arise
• Interface with internal departments such as, Legal, Compliance, Fund Accounting, Tax, Marketing, IT, and Internal Audit
• Monitor recurring requests, analyze reports, follow and maintain proper procedures and processes that preserve privacy, reporting and regulatory requirements
• Work with Custodians to reconcile positions and transactions
• Document procedures for processes and review on a recurring basis