Senior Associate, Investor Operations

POSITION PURPOSE: The Investor Operations team is seeking a Senior Associate to support the day-to-day execution of investor and fund operations processes and play a key role in ensuring accurate, timely, and well-coordinated operational support across the organization. This role partners closely with internal teams and external service providers to manage time-sensitive and confidential information related to investor servicing, fund administration, reporting, and transaction workflows.

The Senior Associate serves as a central point of coordination for operational workflows, collaborating with Legal, Compliance, Fund Accounting, Tax, Marketing, IT, and Internal Audit to support effective execution and cross-functional alignment. This position is well-suited for a detail-oriented professional with 5+ years of relevant experience who thrives in a fast-paced, collaborative environment and brings strong judgment, accountability, and an internal client service mindset to their work.

POSITION PURPOSE: The Investor Operations team is seeking a Senior Associate to support the day-to-day execution of investor and fund operations processes and play a key role in ensuring accurate, timely, and well-coordinated operational support across the organization. This role partners closely with internal teams and external service providers to manage time-sensitive and confidential information related to investor servicing, fund administration, reporting, and transaction workflows.

The Senior Associate serves as a central point of coordination for operational workflows, collaborating with Legal, Compliance, Fund Accounting, Tax, Marketing, IT, and Internal Audit to support effective execution and cross-functional alignment. This position is well-suited for a detail-oriented professional with 5+ years of relevant experience who thrives in a fast-paced, collaborative environment and brings strong judgment, accountability, and an internal client service mindset to their work.

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.

• 5+ years of relevant experience in investor operations, fund operations, fund administration, transfer agency, or a similar financial services environment.

• Experience supporting investor onboarding, capital activity, reporting, reconciliations, and operational controls in a regulated environment preferred.

• FINRA licenses are a plus.
• Execution of complex investor operations processes, ensuring accuracy, timeliness, and a best-in-class service experience.

• Serve as a key point of contact for internal stakeholders and select external partners, providing proactive communication, issue resolution, and high-quality service delivery.

• Review, approve, and oversee operational deliverables, including reconciliations, reporting outputs, and data validations, ensuring completeness and accuracy.

• Independently investigate and resolve complex operational issues, identifying root causes and implementing sustainable solutions.

• Drive cross-functional coordination across Fund Accounting, Legal, Compliance, Tax, and Technology to ensure seamless execution of investor servicing workflows.

• Drive recurring reporting cycles and operational processes, including planning, tracking, and execution across multiple workstreams.

• Identify operational risks and control gaps; enhance processes, documentation, and controls to improve scalability and reduce risk.

• Play a key role in system implementations, enhancements, and process automation efforts, including user acceptance testing (UAT) and business requirement input.

• Develop, maintain, and enhance procedures and documentation to support a controlled, audit-ready environment.

• Support audits, regulatory inquiries, and internal reviews by providing validated data and subject matter expertise.

• Act as a resource and mentor to junior team members, providing guidance to support technical development.

• Continuously evaluate workflows and service delivery, driving improvements that enhance efficiency and the overall stakeholder experience.