active · Approximate location
Senior Associate, Investor Operations
full timePhoenix, AZ
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AT A GLANCE
Global Client GroupSenior5+ years experienceFull Time
Required
- 5+ years experience
ABOUT CIM GROUP: 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. Back in 1994, our three founders focus
About the role
ABOUT CIM GROUP:
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. Back in 1994, our three founders focused on projects in Southern California neighborhoods. Today, we are a diverse team of 900+ employees with projects across the Americas. Our projects have delivered jobs; created comfortable places to live, work, and relax; and provided necessary and sustainable infrastructure. 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!
POSITION PURPOSE:
The Investor Operations team is seeking a Senior Associate to support the day-to-day execution of investor and fund operations processes and play a key role in ensuring accurate, timely, and well-coordinated operational support across the organization. This role partners closely with internal teams and external service providers to manage time-sensitive and confidential information related to investor servicing, fund administration, reporting, and transaction workflows.
The Senior Associate serves as a central point of coordination for operational workflows, collaborating with Legal, Compliance, Fund Accounting, Tax, Marketing, IT, and Internal Audit to support effective execution and cross-functional alignment. This position is well-suited for a detail-oriented professional with 5+ years of relevant experience who thrives in a fast-paced, collaborative environment and brings strong judgment, accountability, and an internal client service mindset to their work.
Responsibilities
- Execution of complex investor operations processes, ensuring accuracy, timeliness, and a best-in-class service experience.
- Serve as a key point of contact for internal stakeholders and select external partners, providing proactive communication, issue resolution, and high-quality service delivery.
- Review, approve, and oversee operational deliverables, including reconciliations, reporting outputs, and data validations, ensuring completeness and accuracy.
- Independently investigate and resolve complex operational issues, identifying root causes and implementing sustainable solutions.
- 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.
- Identify operational risks and control gaps; enhance processes, documentation, and controls to improve scalability and reduce risk.
- Play a key role in system implementations, enhancements, and process automation efforts, including user acceptance testing (UAT) and business requirement input.
- 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.
- Continuously evaluate workflows and service delivery, driving improvements that enhance efficiency and the overall stakeholder experience.
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.
- Experience supporting investor onboarding, capital activity, reporting, reconciliations, and operational controls in a regulated environment preferred.
- FINRA licenses are a plus.
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