Associate, Portfolio Oversight

ESSENTIAL FUNCTIONS:

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: work with investment acquisitions team to evaluate the risk/return and potential fit of new investments. Responsibilities include:

Review of underwriting models and investment memos.

Participation in weekly pipeline and deal screening discussions.

Assessing how proposed acquisitions impact portfolio exposures by sector, geography, duration, leverage, and income stability.

Providing feedback on pricing, structure, and assumptions.

Portfolio Composition Review: Assist in evaluating portfolio composition by helping translate top‑down strategy into insights 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.

Asset Management: work closely with investments acquisitions team to oversee and 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.

Hold various internal groups across CIM accountable for delivering against stated business plan objectives.

Review and share recommendations/insights 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: meet the needs of existing and prospective partners and co-investors to support our portfolio’s activities by acting as subject matter expert on the strategy, composition and performance of the Fund.

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.).

Participate in Partner and Co-investor meetings, calls and tours.

On-site and off-site due diligence meetings.

Investor negotiation (side letters, closings).

Product Development – Assist with new product creation including the launch of new funds and co-investment opportunities.

Legal / regulatory requirements (PPM, LPA, Separate Account etc.).

Development of presentations and materials to support marketing and due diligence efforts (Flipbook, DDQ, Case Studies, etc.).

Lead internal education efforts for internal stakeholders of any new products.

EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.)

2-3 Years’ prior experience in Real Estate or Investment Banking or related field.

Demonstrated expertise with Microsoft Office including Outlook, Excel, PowerPoint and Word.

Demonstrated experience with financial modeling.

Familiarity with financial statements, including income statement, balance sheet, and cash flow statement.

Must be willing to travel up to 25% of the time, both domestically and internationally.

KNOWLEDGE, SKILLS, AND ABILITIES:

Familiarity with and ability to read, analyze and interpret complex legal documents, such as fund organizational documents and side letters.

Ability to respond clearly and concisely to the most sensitive inquiries in written and verbal format to a wide range of audiences.

Ability to effectively interact with both internal and external parties on complicated topics and sensitive matter.

Ability to calculate, analyze, and explain real estate related return metrics and other variables.

Ability to comprehend and analyze general economic data and statistics.

Ability to define problems, collect data, establish facts and draw valid conclusions.

PERFORMANCE METRICS:

Portfolio and asset level performance.

Support of fundraising efforts.

Consistency and quality of content.

Depth of subject-matter knowledge.