Associate, Institutional Client Group (Global Consultant Relations)
CIM Group, New York, NY, United States
Institutional Client Associate
CIM Group is a private alternatives asset manager with 30-years of experience and approximately $32 billion in assets under management. Our expertise spans private equity and credit investments across real estate and infrastructure, offering a range of funds across the risk-return spectrum as well as customized client solutions. The Institutional Client Group (ICG) builds and maintains relationships with institutional investors and intermediaries globally. ICG includes regional institutional sales teams across the Americas, EMEA, and APACprimarily serving pension funds, sovereign wealth funds, and endowmentsas well as the Financial Institutions Group (FIG), which serves major insurance companies and banks, and Global Consultant Relations (GCR), which works with investment consultants, OCIO providers, and other asset managers. ICG is seeking an Institutional Client Associate to join the Global Consultant Relations (GCR) team. This role works alongside senior team members, contributes to key fundraising initiatives, and offers direct exposure to some of the world's largest and most sophisticated institutional investors and intermediaries. As a visible member of a collaborative, high-performing team, the successful candidate will gain hands-on experience, develop critical skills, and build a strong foundation for a successful career at a respected and growing investment firm. 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 toolssuch as Preqin, eVestment, and WithIntelligenceto 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:
03 years of experience. 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. About You:
Interest in financial services, including sales, capital markets, investments, and/or real assets. Strong interpersonal and communication skills, both written and verbal. Collaborative mindset, working 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 effectively, as well as independently, in a team environment. Strong analytical skills with high attention to detail and accuracy. Strong project management skills. Proficient Salesforce and Microsoft Office applications, including Excel, PowerPoint, and Word. What CIM Offers: At CIM, we believe our success stems from our collective efforts, and we are committed to providing well-rounded support and resources for our employees. In addition to a competitive compensation plan, CIM offers a comprehensive benefits program for employees to thrive both inside and outside of work. Eligible employees can enjoy a wide range of benefits, including: A variety of Medical, dental, and vision benefit plans Health Savings Account with a generous employer contribution Company paid life and disability insurance 401(k) savings plan, with company match Comprehensive 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 And more! Actual base salary considers several factors including but not limited to geography, job-related knowledge, experience, and budget. The start of the salary range is typically associated with the minimum experience required. At CIM, base pay is one part of the total compensation package. For this role, bonus compensation may be a significant part of the total compensation. The anticipated base salary range for the position in New York, NY is $90,000- $100,000. CIM is committed to maintaining the confidentiality and privacy of your personal and financial information.
CIM Group is a private alternatives asset manager with 30-years of experience and approximately $32 billion in assets under management. Our expertise spans private equity and credit investments across real estate and infrastructure, offering a range of funds across the risk-return spectrum as well as customized client solutions. The Institutional Client Group (ICG) builds and maintains relationships with institutional investors and intermediaries globally. ICG includes regional institutional sales teams across the Americas, EMEA, and APACprimarily serving pension funds, sovereign wealth funds, and endowmentsas well as the Financial Institutions Group (FIG), which serves major insurance companies and banks, and Global Consultant Relations (GCR), which works with investment consultants, OCIO providers, and other asset managers. ICG is seeking an Institutional Client Associate to join the Global Consultant Relations (GCR) team. This role works alongside senior team members, contributes to key fundraising initiatives, and offers direct exposure to some of the world's largest and most sophisticated institutional investors and intermediaries. As a visible member of a collaborative, high-performing team, the successful candidate will gain hands-on experience, develop critical skills, and build a strong foundation for a successful career at a respected and growing investment firm. 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 toolssuch as Preqin, eVestment, and WithIntelligenceto 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:
03 years of experience. 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. About You:
Interest in financial services, including sales, capital markets, investments, and/or real assets. Strong interpersonal and communication skills, both written and verbal. Collaborative mindset, working 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 effectively, as well as independently, in a team environment. Strong analytical skills with high attention to detail and accuracy. Strong project management skills. Proficient Salesforce and Microsoft Office applications, including Excel, PowerPoint, and Word. What CIM Offers: At CIM, we believe our success stems from our collective efforts, and we are committed to providing well-rounded support and resources for our employees. In addition to a competitive compensation plan, CIM offers a comprehensive benefits program for employees to thrive both inside and outside of work. Eligible employees can enjoy a wide range of benefits, including: A variety of Medical, dental, and vision benefit plans Health Savings Account with a generous employer contribution Company paid life and disability insurance 401(k) savings plan, with company match Comprehensive 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 And more! Actual base salary considers several factors including but not limited to geography, job-related knowledge, experience, and budget. The start of the salary range is typically associated with the minimum experience required. At CIM, base pay is one part of the total compensation package. For this role, bonus compensation may be a significant part of the total compensation. The anticipated base salary range for the position in New York, NY is $90,000- $100,000. CIM is committed to maintaining the confidentiality and privacy of your personal and financial information.