CIM Group

Analyst

• Prepare required SEC filings, which include Forms 10-K, 10-Q, a publicly-filed supplemental, 8-K, and supporting schedules.
• Work with asset financial services and portfolio oversight to prepare and analyze monthly portfolio metrics (real estate) and the loan abstraction process (credit investments).
• Prepare monthly/quarterly internal reporting for the senior leadership team.
• Coordinate with investor relations, communications, general ledger accounting and portfolio management to ensure accuracy of quarterly earnings release materials.
• Support business decisions with financial information and analysis.
• Ensure compliance with GAAP and internal controls.
• Support the independent auditor quarterly reviews and annual audits.
• Assist in technical accounting research related to the proper application and disclosure of accounting pronouncements and SEC guidance.

Senior Analyst, SEC Reporting

Accountant

• Utilize specialized training and experience with GAAP methodology to engage in general GAAP accounting for assigned fund/asset(s), to prepare daily accounting of assigned books, and to ensure consistency, accuracy and timeliness of reviews (requires in-depth knowledge of accrual accounting and build out of amortization schedules based on expense).
• Fulfill timely ad hoc internal requests and prepare financial reports, analyses, and related tasks as assigned using standard GAAP accounting practices.
• Create, reconcile, and validate entries to balance sheet and income statement accounts to close books either monthly or quarterly, address variances with appropriate resolution.
• Prepare lender covenant reporting for assigned fund investments.
• Maintain bank accounts, monitor cash balances, record cash activity, and prepare bank reconciliations.
• Prepare wire requests related to financing, acquisitions, funding reserves and payment of expenses.
• Prepare or assist in management fee calculations based on understanding of fund tier levels and. diversity of templates.
• Assist with fund level contribution, distribution and redemption calculations, as well as summaries and notices.
• Assist with real estate investment & debt schedules for valuations, prepare fair value entries and supporting cost & debt roll forwards.
• Prepare schedules and support for audits, tax preparation and valuations.

Senior Accountant

Marketing

• Manage marketing assets
• Support sponsorships
• Oversee vendor communications
• Ensure timely processing of contracts and invoices
• Support the execution of integrated marketing campaigns
• Assist in regional events and day-to-day operations

Marketing Coordinator

Vice President

• Foster a collaborative approach by leveraging internal resources across the distribution value chain; drive campaigns through cross-functional coordination with Sales, Marketing, Analytics, Finance, and Product teams.
• Initiate and manage marketing, sales, and service support initiatives in partnership with sales leadership, wholesalers, and support staff.
• Cultivate and expand strategic relationships with new and existing broker-dealer partners.
• Conduct regular travel to broker-dealer home offices to identify sales opportunities, secure product approvals, and strengthen partnerships.
• Deliver periodic sponsor reviews to clients, including firm overviews, wholesaler activity, platform availability, sales performance data, marketing initiatives, and additional capabilities.
• Coordinate and attend broker-dealer and industry conferences; identify post-conference opportunities for the sales team and provide comprehensive recaps.
• Educate financial advisors on CIM Group and promote available product offerings.
• Share best practices with the sales team to enhance advisor engagement and improve sales process efficiency.
• Build new relationships while maintaining and deepening existing ones.
• Maintain up-to-date knowledge of CIM Group’s marketing campaigns, websites, value-add offerings, and product positioning relative to competitors.

Vice President, National Accounts

• Develop and implement an annual comprehensive marketing plan including events, media, digital initiatives, website, social media and influencer programs
• Source and develop business relationships and corporate sponsorships to enhance revenue and community programs
• Manage entertainment and music performances for the property
• Manage center events and promotions including collateral, tenant participation, vendor management and marketing support
• Implement strategic metrics to gauge effectiveness of marketing programs and champion local market insight
• Ensure property visuals are welcoming, current, refreshed and engaging; coordinate visual merchandising, signage and advertising
• Manage social media accounts in partnership with agency partners and develop content (photos, videos, copy)
• Coordinate with Public Relations firms on media pitches, events and announcements
• Support tenant marketing efforts and assist with leasing outreach and presentation support for brokers
• Manage vendor relationships, invoicing, reporting, and scheduled calls
• Remain current on local events and opportunities for community engagement
• Oversee Preparis emergency communications software and implement as needed
• Meet budget and revenue goals related to marketing including accounts receivables
• Serve as Manager-on-Duty when required and maintain positive relationships with corporate support departments

Director, Marketing – Commercial Property Management

Manager

• Reporting to the Head of Environmental, Social, and Governance (ESG) to support implementation of CIM’s ESG strategic goals and targets at real estate and corporate levels.
• Serve as the internal liaison between the ESG team and the Property Management and Development teams for ESG-related initiatives.
• Manage, coordinate, and monitor implementation and progress of ESG-related initiatives involving the Property Management and Development teams.
• Steward cross-department collaboration between Head of ESG, ESG Committee, and internal departments; coordinate and run certain ESG-related meetings.
• Work closely with ESG consultant engineering team to coordinate data collection from assets to manage utility data for investment portfolios.
• Provide data management support in Energy Star Portfolio Manager and assist with data collection requests, surveys, green building certifications and sustainability audits, including energy, water, waste, carbon emissions and indoor air quality assessments.
• Support corporate ESG programs by tracking ESG data, reporting sustainability and ESG data, implementing employee and tenant engagement programs, and conducting ESG-related training.
• Help conduct ESG assessments and respond to due diligence questionnaires and investor requests for information, including complex data calculations.
• Assist in the implementation of ESG policies, track ongoing progress, and support related educational webinars and presentations.
• Manage the real estate GRESB submission process and assist with firmwide UN PRI and annual data collection efforts for ESG reporting, speaking engagements and award applications.
• Collaborate with CIM’s diversity and inclusion team and social impact team to collect data and align associated initiatives with ESG.
• Coordinate with internal operations teams to implement ESG initiatives at the corporate level.
• Annual ESG Report coordination.
• Coordinate accounts payable between vendors and property management.

ESG Program Manager

• Support CIM’s fundraising campaigns across real estate, infrastructure and debt offerings at large RIA firms, RIA aggregators and Family Offices within the Central Region
• Articulate CIM's investment strategy, platforms, competitive advantages, performance, and explain CIM's investments to existing and potential investors and stakeholders
• Develop and maintain relationships with an assigned list of current and prospective firms and serve as primary point of contact
• Manage a territory through goalsetting, strategic business planning, time blocking, pipeline and activity reporting
• Leverage presentation skills, industry expertise, interview techniques, and strategic messaging to engage RIA advisors and their clients
• Serve as primary coverage for assigned firms and advisors including Family Offices and RIA Aggregators
• Collaborate and mentor regional sales associates in the RIA/FO channel
• Attend and participate in sponsored industry events
• Respond to and manage programmatic and ad-hoc prospective investor information requests such as RFPs, DDQs and RFIs
• Assist with post meeting communication and other marketing efforts
• Report to the 1st VP, Western Divisional Sales and work remotely with a preference for Chicago, IL or Texas

VP, Private Wealth Group – RIA and Family Office

Controller

• Reviews full-cycle accounting of assigned portfolio of assets including preparation and/or review of the financial statements, general ledgers, subsidiary ledgers, budgets, cash flow projections and review of job cost reports
• Manages offshore full-time employee(s) and related standard operating procedures for month-end close and reporting activities, including limited tenant ledger activity
• Manages relationship with third-party accountants and operating partners to interpret and map financials results from their general ledger to CIM’s general ledger
• Prepares and/or reviews equity accounting schedules for partner capital account balances
• Prepares and/or reviews intercompany tracking and analyses
• Prepares and/or reviews consolidation analyses
• Interprets legal documents, determine accounting treatment, and summarize conclusions in a clear and concise manner
• Researches technical accounting areas and document conclusions for accounting issues in a clear and concise manner
• Reviews debt agreements and manages financial deliverables to lenders
• Prepares, reviews and presents internal financial reporting and analysis. Works with FP&A and asset management departments to assist with budget to actual reconciliation and variance analysis
• Leads and implements various process improvement and technology initiatives and documents standard operating procedures
• Coordinates with Fund Accounting teams with respect to fulfilling ongoing and ad hoc requests from investors for financial information for portfolio of assets
• Prepares and/or review contribution and distribution calculations, summaries and notices as needed for funds, co-investments and joint ventures
• Provides information for and take part in Q&A for audits and tax preparation
• Supports organizational restructurings, mergers, and acquisitions by providing financial information for due diligence requests and assists with accounting treatment analysis

Asset Controller

• Senior Manager, Tax at CIM Group, LP in Los Angeles, CA; part-week work-from-home in LA area.\n• Duties: Manage tax compliance, financial reporting, investor reporting, and performance measurements. Ad hoc tax information requests. Tax inquiry responses to investors. Ensure investment structures are executed properly. Preparation and delivery of tax returns and withholdings. Assisting with audits.\n• Incidental domestic travel.\n• Rate of Pay: $200,000/year to $220,000/year