Cimgroup
Senior Associate, Investor Operations
Phoenix, AZ · Senior
Sponsorship not specifiedDetected 42 days ago
SalesforceCRMAccountingExcelAuditingRecruitingCommunicationProblem SolvingCritical ThinkingOrganizational SkillsMicrosoft OfficeInternal Audit
About the role
- Back in 1994, our three founders focused on projects in Southern California neighborhoods.
- Our projects have delivered jobs; created comfortable places to live, work, and relax; and provided necessary and sustainable infrastructure.
- Actual base salary considers several factors including but not limited to geography, job-related knowledge, experience, and budget.
Responsibilities
- Serve as a key point of contact for internal stakeholders and select external partners, providing proactive communication, issue resolution, and high-quality service delivery.
- Drive cross-functional coordination across Fund Accounting, Legal, Compliance, Tax, and Technology to ensure seamless execution of investor servicing workflows.
- Drive recurring reporting cycles and operational processes, including planning, tracking, and execution across multiple workstreams.
- Develop, maintain, and enhance procedures and documentation to support a controlled, audit-ready environment.
- Support audits, regulatory inquiries, and internal reviews by providing validated data and subject matter expertise.
- Act as a resource and mentor to junior team members, providing guidance to support technical development.
- Demonstrates advanced written and verbal communication skills, with the ability to influence and effectively engage internal stakeholders and external partners.
- Builds strong, trusted relationships across cross-functional teams and serves as a reliable point of contact for operational matters.
- Proactively manages stakeholder expectations through transparent communication, timely updates, and consistent follow-through.
- Maintains confidentiality and handles sensitive information with the highest level of professionalism and discretion.
Requirements
- Bachelor's degree or equivalent practical experience.
- 5+ years of relevant experience in investor operations, fund operations, fund administration, transfer agency, or a similar financial services environment.
Nice to have
- Experience supporting investor onboarding, capital activity, reporting, reconciliations, and operational controls in a regulated environment preferred.
- FINRA licenses are a plus.
Skills
- Strong data management capabilities, including validation, reconciliation, and quality assurance of complex data sets.
- Ability to identify inefficiencies in systems and processes and contribute to automation and optimization solutions.
- Experience supporting or leading system implementations, enhancements, and testing (UAT) efforts.
- Analytical Skills:
- Strong understanding of investor operations processes, fund structures, and servicing requirements.
- Applies critical thinking to evaluate processes, improve accuracy, and enhance scalability of operations.
- Demonstrates ownership and accountability for deliverables, ensuring high-quality outputs with minimal oversight.
- Ability to connect operational data to broader business context and stakeholder impact.
- Problem Solving & Organization:
- Demonstrates strong ownership and accountability for multiple complex workflows and deliverables.
- Clearly communicates complex operational processes, issues, and recommendations to a variety of audiences.
- Escalates issues strategically, providing context, recommendations, and ownership through resolution.
Compensation
- Actual base salary considers several factors including but not limited to geography, job-related knowledge, experience, and budget.
Benefits
- A variety of Medical, dental, and vision benefit plans
- Health Savings Account with a generous employer contribution
- Company paid life and disability insurance
- Up to 16 hours of volunteer time off
- Up to 16 weeks of Paid Parental Leave
- Wellness program, including monthly and quarterly prizes
- EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.)
Company info
- 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.
- Today, we are a diverse team of 900+ employees with projects across the Americas.
- 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!
Equal opportunity
- 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 any form of unlawful discrimination and adhere to the laws enforced by the EEOC.
Apply directly at Cimgroup →Create a free account for alerts like thisView Cimgroup immigration profile
This listing is sourced directly from Cimgroup's careers page and normalized into a canonical job model.