Senior Strategy Specialist

Summary

Join CIM Group as a Product Specialist and become the subject matter expert for the firm's real estate capabilities. You will represent CIM during fundraising, conferences, and client meetings, while also championing the real estate business internally. This role involves liaising between investment and distribution teams to optimally position the real estate platform. Responsibilities include overseeing product and distribution strategy, collaborating with sales teams, traveling to present CIM's capabilities, supporting new product development, and conducting market research. The ideal candidate possesses extensive experience in the industry, specific licenses, and strong communication and analytical skills. CIM offers a competitive compensation plan and a comprehensive benefits program.

Requirements

• A minimum of 10 years of relevant industry experience with at least 5 years spent in investment or product roles with a client-facing orientation
• Active Series 7 and 63 FINRA licenses required for this role
• Must have a blend of product leadership, investment capabilities, and commercial sense
• Thorough understanding of infrastructure markets and investment strategies with an ability to demonstrate such knowledge when communicating with potential investors
• Deep understanding of the investment process. Strong ability to analyze, interpret, and translate performance attribution reports into written commentary
• Ability to develop strong relationships, both internally and externally
• Outstanding oral and written communication skills with the ability to synthesize disparate information from multiple sources into a cohesive internal or external presentation
• Entrepreneurial mindset, with an ability to be nimble and work in a fast‐growing, dynamic environment
• Strong work ethic, integrity, intellectual honesty and curiosity
• Demonstrated macro-economic knowledge and implication for investing across asset classes and capital structure, with an ability to effectively communicate recent relevant developments in relevant industries and sectors, preferably within real estate and infrastructure, in addition to corporate credit
• Ability to work well with a variety of people at all levels of the organization across all global locations
• Desire for travel

Responsibilities

• Oversee product and distribution strategy for the real estate business across both institutional and private wealth channels
• Collaborate with sales teams to provide expert knowledge on real estate markets to better position CIM’s products to prospective investors
• Travel frequently with sales professionals to present CIM’s real estate investment capabilities
• Support the investment team in the strategic development, launching, and marketing of new real estate products to potential investors
• Develop and execute market research to identify new product opportunities and the competitive landscape

Preferred Qualifications

• Presentation & Communication: clearly and confidently communicate and present complex concepts, analysis, ideas, and information internally and externally. Excellent written and verbal communication skills
• Manage ambiguity: operate effectively even when things are not certain, or the way forward is not clear
• Balance stakeholders: anticipate and appreciate the varying needs of all parties invested in outcomes
• Cultural awareness: constructively collaborate with colleagues regardless of geographic or cultural background
• Drive: a high level of energy, a positive attitude, and a results-orientated personality. The chosen candidate must be able to operate in a fast-paced, performance and team-based environment
• Entrepreneurism: a high degree of maturity and initiative and excitement for assisting in the development of a growing organization
• Collaboration: a collaborative and ambitious attitude to fit with the firm’s culture and must be interested in the success of the group as a whole
• Unassailable ethics and integrity: must always act in the best interests of clients and the firm

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