cimgroup - Associate, International Client Group (Global Consultant Relations)
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Requirements
• Bachelor’s degree required; a relevant field of study and internship experience are preferred. • FINRA Series 7 and Series 63 licenses are required for this role (an existing SIE is a plus). Employment is contingent upon obtaining these licenses within 6 months of hire. CIM Group will provide study materials and dedicated time to help you prepare and succeed. • Proficient Salesforce and Microsoft Office applications, including Excel, PowerPoint, and Word. • WHAT CIM OFFERS:
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 CRM (Salesforce) data, actively overseeing the pipeline, and executing the overall sales strategy. • Utilize 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 directly with internal portfolio management, investment, and reporting teams to ensure timely delivery of information requests and client reporting. • ## EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.)
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