Associate, Institutional Client Group

CIM Group, LP•Los Angeles, CA

8d•Onsite

About The Position

CIM Group is seeking an Institutional Client Associate to join its Global Consultant Relations (GCR) team within the Institutional Client Group. The role supports senior team members in building relationships with investment consultants, OCIO providers, and asset management firms, and contributes to fundraising initiatives. It offers hands-on experience and direct exposure to institutional investors and intermediaries. The position is based at CIM Group’s headquarters in Los Angeles.

Requirements

0–3 years of experience.
Bachelor’s degree required.
FINRA Series 7 and Series 63 licenses are required; employment is contingent upon obtaining them within 6 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 independently as well as in a team environment.
Strong analytical skills and 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

Relevant field of study.
Internship experience.
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.
Medical, dental, and vision benefit plans.
Health Savings Account with an 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.
Bonus pay in addition to base salary.