Senior Data Analyst

ABOUT CIM GROUP: CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create value in real assets, benefiting the communities in which we invest. Back in 1994, our three founders focused on projects in Southern California neighborhoods. Today, we are a diverse team of 900+ employees with projects across the Americas. Our projects have delivered jobs; created comfortable places to live, work, and relax; and provided necessary and sustainable infrastructure. Our focus on enhancing communities is unwavering, and we strive to make an even greater impact in the years to come. Join us and make an impact today! POSITION PURPOSE: The Sr. Data Analyst is responsible for extracting, transforming, validating, and analyzing investment performance data to support the firm's alternative investment reporting and decision-making processes. Working closely with the Data Steward, this role executes day-to-day data operations across fund structures, track record calculations, and investor deliverables. The Sr. Data Analyst serves as a key contributor to data quality initiatives, helping ensure accuracy and consistency of performance metrics across the investment hierarchy. This position offers exposure to real estate private equity operations, institutional investor reporting, and enterprise data modernization initiatives—providing an excellent foundation for career growth in investment data management. RESPONSIBILITIES: Data Extraction & Transformation
Extract performance data from source systems including Yardi, Salesforce, and internal databases. using SQL queries and data export tools
Use Databricks to ingest structured and unstructured data for investment analysis and reporting
Transform and normalize data from multiple sources to create unified datasets for performance reporting and analysis
Develop and maintain automated data pipelines and ETL processes to improve efficiency and reduce manual data handling
Prepare and format data files for NCREIF (NFI) and MSCI benchmark submissions under the direction of the Data Steward
Support AUM/EUM data collection processes, ensuring completeness and accuracy of assets under management reporting
Document data sources, transformation logic, and business rules for all recurring data processes
Performance Calculations & Analysis
Calculate and validate investment performance metrics including IRR, MOIC, DPI, RVPI, TWR, and GAV/NAV at property, investment, and fund levels
Support Track Record construction by preparing data inputs and performing data transformations related to financial performance metrics
Assist with multi-level return aggregation calculations, ensuring accurate roll-up from property through investor levels
Perform variance analysis to identify discrepancies between calculated performance and source system data
Build and maintain Excel-based models and templates for recurring performance calculations and ad-hoc analysis
Generate performance dashboards and visualizations using Domo, Power BI, Tableau, or similar tools to support stakeholder reporting needs
Data Quality & Validation
Execute data validation checks and reconciliations to ensure accuracy of performance data across systems and reports
Identify, document, and escalate data quality issues to the Data Steward with recommended remediation actions
Reconcile calculated performance metrics to Yardi Investment Accounting (IA) module outputs
Support quarterly and annual close processes by validating performance data used in investor reporting and financial statements
Work with the Data Steward to implement Data Governance through Databricks Unity Catalog. Maintain data quality scorecards and exception logs to track resolution of identified issues
Investor Reporting Support
Prepare data inputs and supporting schedules for Partner Reports, quarterly investor letters, and annual reports
Assist with Due Diligence Questionnaire (DDQ) responses by compiling performance data, track record exhibits, and supporting documentation
Support ad-hoc data requests, ensuring timely and accurate responses
Compile capital account data and investor allocation details for reporting packages in compliance with ILPA standards
Maintain organized files and audit trails for all investor deliverables to support compliance and regulatory requirements
Assist with preparation of disclosures and footnotes for investor communications
Systems & Process Improvement
Support data modernization initiatives by assisting with current-state documentation, target-state data mapping, and UAT testing
Assist with interpretation and migration to target-state data platforms
Identify opportunities to automate manual processes and improve data workflow efficiency
Collaborate with Data Engineering and Platform teams on requirements gathering and testing for new data pipelines
Maintain and update process documentation, standard operating procedures, and training materials
Participate in system implementation projects, including requirements definition, testing, and user acceptance
Cross-Functional Collaboration
Partner with business teams to collect and validate operational metrics and perform data reconciliations to resolve discrepancies
Support teams with data requests for financial reporting, valuation support, and deal analytics
Participate in cross-functional working groups and project teams
Build effective working relationships with stakeholders across Investments, Finance, and Operations to understand data needs
EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.) Education & Experience
Bachelor's degree in Finance, Accounting, Economics, Data Analytics, Information Systems, or related field
2-4 years of experience in data analysis, financial reporting, or investment operations; internship experience considered for entry-level candidates
Exposure to private equity, real estate, or alternative investments preferred; traditional asset management or fund administration experience also valued
Understanding of accounting principles and financial statement concepts
Progress toward or interest in CFA, CAIA, or CPA designation
Technical Skills
Advanced Excel proficiency required: pivot tables, VLOOKUP/XLOOKUP, INDEX-MATCH, Power Query, and complex formulas
SQL experience required: ability to write queries to extract, filter, join, and aggregate data from relational databases
Experience with data visualization tools (Domo, Power BI, Tableau, or similar) for dashboard creation and reporting
Familiarity with Python or R for data manipulation and analysis preferred; willingness to learn required
Experience with Yardi or other real estate/investment management systems a plus
Proficiency in Microsoft Office suite, particularly Excel, PowerPoint, and Word
Core Competencies
Strong analytical and problem-solving skills with exceptional attention to detail
Ability to work with large datasets and identify patterns, anomalies, and data quality issues
Excellent organizational skills with ability to manage multiple priorities and meet deadlines
Strong written and verbal communication skills; ability to explain data findings to non-technical audiences
Intellectual curiosity and eagerness to learn investment concepts, fund structures, and performance measurement
Self-motivated with ability to work independently while knowing when to escalate issues
Collaborative mindset and willingness to support team members across functions
High degree of integrity and commitment to data accuracy and confidentiality
Preferred Qualifications
Understanding of investment performance metrics (IRR, MOIC, TWR) and how they are calculated
Familiarity with fund structures, waterfalls, and investor allocation methodologies
Experience with NCREIF, MSCI, or other industry benchmark data submissions
Knowledge of ILPA reporting standards and institutional investor DDQ processes
Exposure to data governance concepts, data dictionaries, and metadata management
Experience with modern data platforms (e.g., Databricks, Snowflake) or cloud-based analytics tools
Experience with using AI tools effectively for work tasks
ABOUT YOU: Exceptional communication and interpersonal skills, with the ability to influence and persuade stakeholders at all levels. Strong analytical and problem-solving abilities, with a meticulous attention to detail. A proactive and collaborative mindset, with a proven ability to work effectively in a cross-functional team environment. 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 Los Angeles, CA is $110,000 - $130,000. HOW WE FEEL ABOUT DIVERSITY AND INCLUSION: At CIM Group, we believe that the unique perspectives and backgrounds of our employees enhance everything we do. We are committed to fostering an inclusive environment where diversity is not only respected but celebrated. We strive to ensure that our workplace is free from discrimination and harassment, allowing everyone to contribute meaningfully and feel a sense of belonging. As an equal opportunity employer, we strictly prohibit any form of unlawful discrimination and adhere to the laws enforced by the EEOC. Our goal is to provide a safe and supportive environment where all employees can grow and make impactful contributions together. *Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on CIM Group. Please inform our Talent team if you need any assistance completing any forms or to otherwise participate in the application process. CIM is committed to maintaining the confidentiality and privacy of your personal and financial information. Please click here for our Privacy Policy. 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.