Associate, Institutional Client Group
About The Position
CIM Group is seeking an Institutional Client Associate to join its Global Consultant Relations team within the Institutional Client Group. The role supports senior team members in building and maintaining relationships with investment consultants, OCIO providers, and asset management firms, while contributing to fundraising initiatives and client service. It offers direct exposure to institutional investors and intermediaries and is based at CIM Group’s headquarters in Los Angeles. The successful candidate will help coordinate fundraising and client-facing activities, manage sales pipeline and CRM information, research investor and market intelligence, and prepare materials for internal stakeholders. The role also coordinates with portfolio management, investment, and reporting teams to respond to information requests and deliver client reporting. Candidates must obtain FINRA Series 7 and Series 63 licenses within six months of hire. CIM Group provides study materials and dedicated preparation time. The position offers competitive compensation, eligibility for bonus pay, and a comprehensive benefits program. The anticipated base salary range is listed as “$X - $X.”
Requirements
- 0–3 years of experience.
- Bachelor’s degree required.
- FINRA Series 7 and Series 63 licenses are required and must be obtained within six months of hire.
- Interest in financial services, including sales, capital markets, investments, and/or real assets.
- Strong written and verbal interpersonal and communication skills.
- Collaborative mindset and ability to work effectively with colleagues at all levels and locations.
- Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment.
- Ability to work effectively both independently and in a team environment.
- Strong analytical skills, with high attention to detail and accuracy.
- Strong project management skills.
- Proficiency with Salesforce and Microsoft Office applications, including Excel, PowerPoint, and Word.
Nice To Haves
- A relevant field of study.
- Internship experience.
- An existing SIE license.
Responsibilities
- Partner with GCR Relationship Managers to build new and strengthen existing relationships with investment consultants, OCIO providers, and asset management firms.
- Learn about the industry, markets, client types, firm products, and narratives.
- Support fundraising efforts through meeting preparation, follow-up, and coordination of roadshows and client-facing events.
- Contribute to a defined sales territory by managing Salesforce CRM data, overseeing the pipeline, and executing the overall sales strategy.
- Use third-party data tools such as Preqin, eVestment, and WithIntelligence to gather investor insights and intelligence.
- Compile data and create presentations and other deliverables for internal stakeholders, including updates on fundraising efforts, client feedback, and industry trends.
- Coordinate with internal portfolio management, investment, and reporting teams to ensure timely delivery of information requests and client reporting.
Benefits
- Competitive compensation plan and eligibility for bonus pay.
- 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.
- 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.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
