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cimgroup - Associate, Global Consultant Relations

Los Angeles, CA$131k - $131k+ Equity2d ago

In Office Junior NA Asset Management Associate Management Consultant Salesforce Microsoft Office Excel PowerPoint Team Management CRM Management Product Marketing Fundraising Meeting Preparation Sales Strategy Reporting Portfolio Management

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.)