Analyst, Portfolio Oversight
About The Position
The Investments Group at CIM is comprised of investments and portfolio management professionals working collaboratively to a) source, structure and execute new investments, and b) ensure that investment and fund performance align with the fund objectives. The Portfolio Oversight function leads coordinated efforts to design the composition of CIM’s funds, maximize the value of its investments to drive fund performance, and communicate ongoing fund performance to investors and prospective investors. As a critical part of the Investment Group, this position will provide portfolio oversight support to a subset of funds and/or investment vehicles within the firm’s Infrastructure platform, in partnership with the lead portfolio manager. Additionally, this role will offer significant exposure to CIM’s wide range of investment platforms active in principal investing across the Real Assets industry.
Requirements
- 1+ Years’ experience in Infrastructure or Investment Banking or related field.
- Demonstrated expertise with Microsoft Office including Outlook, Excel, PowerPoint and Word.
- Familiarity with financial statements, including income statement, balance sheet, and cash flow statement.
- Ability to synthesize information in a presentable format to a range of audiences.
- Strong written and verbal communication skills; ability to succinctly summarize and share findings.
- Ability to calculate, analyze, and explain infrastructure related return metrics and other variables.
- Proven ability to leverage AI to optimize daily work.
- Ability to handle sensitive information with discretion.
Responsibilities
- 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.
- Support PO’s analysis and assessment of new opportunities, including participation in weekly pipeline and deal screening discussions.
- Assess how proposed acquisitions impact portfolio exposures by sector, geography, duration, leverage, and income stability.
- Review of underwriting models and investment memos.
- Assist in evaluating portfolio composition by providing analyses that support acquisition and disposition activity.
- Develop and maintain target portfolio allocations by sector, market, and risk profile.
- Monitor concentration limits, diversification targets, liquidity needs, and alignment with investor guidelines.
- Evaluate market, valuation, and capital markets trends to inform go‑forward portfolio positioning.
- Develop hold/sell analyses across the portfolio.
- Provide analysis and support for decisions relating to leverage & lending.
- Provide analytical support to 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.
- Review and share recommendations/insights on annual budgets and business plans.
- Review quarterly third-party appraisals for senior management.
- Help prepare regular updates for investors and internal stakeholders.
- Contribute to materials that meet the needs of existing and prospective partners and co-investors to support our portfolio’s activities.
- Conduct market research.
- Prepare investor and consultant reporting (Quarterly Variance Analysis, Update reports, etc.).
- Assist in the development of presentations and materials to support marketing and due diligence efforts (Flipbook, Annual and Quarterly reports, DDQ, Case Studies, etc.).
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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
