Associate, Fund Operations

CIM Group • Phoenix, AZ

6d

About The Position

The Fund Operations Team is seeking an Associate to manage the day-to-day execution of fund operations processes and will play a key role in ensuring accurate, timely, and well-coordinated operational support across the organization. This role partners closely with internal teams to communicate time sensitive and confidential information related to product specific operational matters. The 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 alignment. This position is well-suited for a detail-oriented professional who thrives in a fast-paced, collaborative environment and brings a strong internal service mindset to their work.

Requirements

• Bachelor’s degree or equivalent practical experience.
• 2+ years relevant experience in an operations, administrative, or coordination role, preferably within financial services or a regulated environment.
• Ability to read, analyze and interpret complex documents
• Strong organizational skills with the ability to manage multiple tasks, priorities, and deadlines.
• Demonstrated ability to provide high-quality service and support to internal stakeholders.
• Clear, professional written and verbal communication skills.
• High attention to detail and accuracy, with a strong sense of ownership and follow-through.
• Ability to effectively interact with both internal and external parties on complicated topics and sensitive matters.
• Demonstrated competence with Microsoft Office including Outlook, Excel, PowerPoint, Word, SharePoint and Teams.
• Ability to analyze reporting metrics and spot variables.
• Ability to comprehend general economic data and statistics.
• Ability to define problems, collect data, establish facts and draw valid conclusions.
• Ability to prioritize varying requests and manage a variety of responsibilities.
• Ability to work with confidentiality when needed.

Nice To Haves

• FINRA licensed is a plus.
• Preferred experience with Salesforce, Intralinks and Monday.com.

Responsibilities

• Coordinate day-to-day operational activities in support of fund operations and internal teams across the organization.
• Serve as a primary point of contact for internal operational requests, ensuring timely and accurate follow-through.
• Support core operational processes, including data management, reconciliations, reporting, and documentation.
• Partner with cross functional internal stakeholders (e.g., Fund Accounting, Legal, Compliance, Tax) and external vendors to execute operational workflows.
• Track, manage, and prioritize incoming requests to ensure service levels and deadlines are met.
• Maintain accurate records, files, and operational documentation in accordance with internal policies and procedures.
• Identify process gaps or inefficiencies and recommend improvements to enhance operational effectiveness.
• Assist with the preparation of internal reports, summaries, and operational metrics.
• Support audits, reviews, or periodic reporting requests by gathering and validating required information.
• Ensure operational activities are performed in accordance with internal controls and compliance requirements.
• Take ownership of recurring operational processes with minimal supervision.
• Document procedures for processes and review on a recurring basis.
• Support system enhancements, testing, or data clean‑up initiatives.
• Assist with onboarding or training of new team members as needed.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 501-1,000 employees