Vice President, Client Service Executive
CIM Group
(New York, New York)CIM Group® is a premier full service urban real estate and infrastructure fund manager with approximately $20.5 billion of assets under management. Since its founding in 1994, CIM has been a process- and research-driven investor that mitigates risk through the fundamental analysis of the long-term drivers in communities.
Investor Relations: Vice President, Client Service Executive (OFS and CIM Group)
To be OFS’ and CIM’s client service representative for potential investors.
- Responsible for articulating CIM and OFS’ investment strategies, platforms, competitive advantages, performance, and for explaining in detail various investments to potential investors and other stakeholders
- Promoting both organizations (brand awareness and recognition)
- Be the primary point of contact for potential investors and provide and maintain regular communication and client service through in-person meetings and/or calls
- Leverage synergies in investor relationships between CIM and OFS’ fund offering(s)
- Develop and maintain relationships with potential investors and prepare responses to their questions and requests
- Research and analyze potential investors, competitors and other market dynamics
- Work closely with senior management to create and structure new products
- Represent OFS and CIM at various trade organizations and conferences
- Work on generating due diligence and other offering materials such as PPM, Flipbook, and DDQ's
- Utilize CIM and OFS’ client relationship management system to log, maintain, and analyze client information including meeting notes and peer analysis
- Bachelor’s degree in business, finance or related field required, MBA preferred
- Between 5 and 15 years’ experience in credit / debt institutional client service/marketing
- Direct experience in Investments or Client Service / Investor Relations with an established network of institutional contacts
- Demonstrated competence with Microsoft Office including Outlook, Excel, PowerPoint and Word
- Experience with Salesforce or similar software a plus
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