POSITION PURPOSE:
The Partner Solutions Group is seeking an Associate to manage the day-to-day interactions with the Japan, Private Wealth, Global Partner distribution teams, as well as fund administration vendors. The Associate will interface across multiple departments to communicate time-sensitive, proprietary information to each of our partners. This person will be the main point of contact for internal and external communications regarding product-specific operational inquiries.
This position is best suited for candidates who excel in fast paced, collaborative work environments. You will work closely with the Legal, Compliance, Fund Accounting, Tax, Marketing, IT, and Internal Audit.
KEY RESPONSIBILITIES:
- Manage daily requests for a specific fund or funds from internal sales team members, firms, investors, partners and other internal parties
- Support internal and external stakeholders with on-boarding, account opening, maintenance requests, capital calls, distribution requests, reporting and other transactions.
- Oversee several vendors utilized as part of the partner and investor on-boarding, reporting and communication process, as well as represent CIM in a professional and collaborative manner.
- Speak comfortably and confidently with advisors, firms, and investors.
- Escalate issues to the manager as they arise.
- Interface with internal departments such as, Legal, Compliance, Fund Accounting, Tax, Marketing, IT, and Internal Audit.
- Monitor recurring requests, analyze reports, follow and maintain proper procedures and processes that preserve privacy, reporting and regulatory requirements.
- Work with Custodians to reconcile positions and transactions
EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.)
- Bachelor’s degree (preferably Finance, Economics, Accounting or Business)
- 2+ years relevant experience in the investment management or financial services industry with a focus on investor relations
- Series 7/63 or Series 99 licensing required or willing to obtain within 6 months
ABOUT YOU:
- Communication Skills Requirements
- Ability to read, analyze and interpret complex document
- Ability to respond effectively to sensitive inquiries or complaints in written and verbal format to a wide range of audiences
- Ability to effectively interact with both internal and external parties on complicated topics and sensitive matters
- Technical Skill Requirements:
- Demonstrated competence with Microsoft Office including Outlook, Excel, PowerPoint, Word, SharePoint and Teams
- Preferred experience with Salesforce
- Ability to prioritize varying requests, and manage a variety of responsibilities
- Product knowledge and ownership
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CIM does not accept unsolicited resumes from Agencies. Any unsolicited resumes received from Agencies will be considered property of CIM and no fees will be due or paid. If you wish to become an approved Agency with CIM or any of its Affiliates, please contact a member of the CIM Talent Acquisition Team.
