Client Associate Jobs in Santa Ana, CA (NOW HIRING)

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 APAC—primarily serving pension funds, sovereign wealth funds, and endowments—as 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 APAC institutional sales team. Working alongside senior team members, this individual will contribute to key fundraising initiatives and work directly with some of the world’s largest and most sophisticated institutional investors. The position offers cross-border client coverage in a strategically important and growing region, coordination with international stakeholders, and an active role in hosting APAC client visits to the U.S.

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. This position is based at our headquarters in Los Angeles.

• Partner with ICG Relationship Managers to build new and strengthen existing relationships across the APAC region, including Australia, New Zealand, Singapore, Taiwan, and China.
• 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.
• Coordinate, support, and help host APAC client visits to the U.S.
• 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.

• 0–3 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.
• Fluency in English is required; additional language skills are not required, but Mandarin proficiency is a plus.

• 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, both independently and in a team environment.
• Strong analytical skills with high attention to detail and accuracy.
• Strong project management skills.
• Proficiency in Salesforce and Microsoft Office applications, including Excel, PowerPoint, and Word.