---
title: 'Controller, Family Office at CIM Group, LP'
canonical: 'https://feeny.ai/job/controller-family-office-cim-group-lp-los-angeles-svcd25kk9594'
type: 'job'
last_seen: '2026-09-10'
---

# Controller, Family Office at CIM Group, LP

- **Company:** CIM Group, LP
- **Location:** Los Angeles, CA
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-07-24
- **Last confirmed live:** 2026-09-10
- **Apply:** https://jobs.lever.co/cimgroup/a99f6d9c-82a5-432d-baec-89a33389533d

## Job description

## ABOUT THE COMPANY:

Orchard Capital is a private investment and single family office platform dedicated to building and preserving long-term value through strategic investments, active ownership, and disciplined financial stewardship. The firm oversees a diverse portfolio of private companies, real estate investments, partnerships, trusts, and affiliated investment structures. With an entrepreneurial mindset and a long-term investment horizon, Orchard Capital partners closely with ownership, executive leadership, and trusted advisors to manage capital, pursue growth opportunities, and support the financial and operational success of its investments. Our culture emphasizes integrity, accountability, collaboration, and a commitment to excellence in everything we do.

## POSITION PURPOSE:

The Controller, Family Office is responsible for the financial management, accounting, treasury coordination, tax support, and operational administration of a portfolio of private entities, partnerships, trusts, family office structures, and affiliated investment holdings. This role oversees day-to-day accounting activities, liquidity management, capital transactions, tax coordination, financial reporting, and special projects while serving as a key liaison to internal stakeholders and external advisors. The Controller ensures accurate financial records, timely reporting, and effective administration of complex ownership and investment structures.

## RESPONSIBILITIES:

Accounting and Financial Reporting

- Maintain the books and records for multiple entities, partnerships, trusts, and ownership structures.

- Serve as primary administrator for NetSuite and drive process improvements

- Oversee monthly, quarterly, and annual close processes.

- Prepare and review financial statements, general ledger activity, reconciliations, and supporting schedules.

- Ensure timely and accurate financial reporting across all assigned entities.

- Maintain annual trial balances and supporting documentation.

- Coordinate annual audits and other financial reporting requirements.

Treasury, Liquidity and Capital Management

- Monitor cash positions and liquidity requirements across multiple entities.

- Coordinate capital contributions, distributions, and intercompany transactions.

- Review and process capital call requests and funding requirements.

- Assess anticipated cash requirements related to tax payments, investments, and distributions.

- Facilitate wire transfers and related cash management activities.

- Maintain ownership schedules, capital account records, partnership allocations, governing documents, and organizational records across all entities and investment structures.

Tax Coordination and Compliance

- Coordinate with external CPAs and tax advisors regarding entity, partnership, trust, and individual tax matters.

- Review annual 1040 and other tax filings prepared by external providers.

- Coordinate quarterly estimated tax payments.

Real Estate and Asset Management Support

- Oversee financial administration related to privately held real estate assets.

- Coordinate property tax payments, insurance matters, and related financial obligations.

- Partner with internal and external teams to ensure proper accounting and reporting of asset activity.

- Manage annual K-1 collection, tracking, review, and distribution to ownership and other stakeholders.

- Monitor recurring regulatory and administrative obligations across all entities.

- All other duties as assigned.

EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.)

- Bachelor's degree in Accounting, Finance, or related field.

- Minimum 7 years of accounting, finance, family office, private company, or investment management experience.

- CPA designation strongly preferred.

- Public accounting experience preferred.

- Experience with NetSuite as an end-user required.

- Experience with partnerships, trusts, private investment structures, and multi-entity accounting.

- Experience supporting high-net-worth individuals, family offices, private businesses, or investment organizations preferred.

- Real estate, private equity, or alternative investment experience preferred.

## ABOUT YOU:

- Strong accounting and financial management expertise with exceptional attention to detail.

- Ability to operate independently while managing multiple priorities across complex entity structures.

- Demonstrated ownership mentality and accountability for financial accuracy and timeliness.

- Strong relationship-building skills with principals, executives, advisors, and service providers.

- Proven ability to exercise discretion and handle highly confidential information.

- Continuous improvement mindset and curiosity around AI with experience enhancing processes, controls, and reporting.

## COMPENSATION & BENEFITS:

We provide compensation and benefits to support our employees. Eligible employees receive a compensation package and have access to a range of benefits designed to support their needs both at work and outside of it.

## #LI-BL1

## About CIM Group, LP

## Company Overview
- **One-liner**: CIM Group is a vertically integrated real assets investment firm that owns, operates, lends, and develops high-quality real estate, infrastructure, and credit investments across the risk-return spectrum.
- **Entity Type**: Private (limited partnership); funded via debt and equity rounds (not publicly traded)
- **Headquarters**: Los Angeles, California, United States
- **Founded**: 1994
- **Founders**: Three founders (names not publicly disclosed)

## Core Business
- **Primary industry/industries**: Real estate investment and management, infrastructure investment, credit strategies
- **Target customers**: Institutional investors (pension funds, sovereign wealth funds, insurance companies, foundations) and private wealth / financial advisors; B2B with a focus on capital partners
- **Mission or purpose statement**: To create value for clients and enhance communities through disciplined, vertically integrated real asset platforms.

## Products & Services
- **Real Estate Equity**: Acquisition, development, and management of income-producing properties across multiple sectors (office, residential, retail, mixed-use).
- **Infrastructure**: Investment and optimization of infrastructure assets with emphasis on sustainability, digitalization, and community support.
- **Credit**: Multiple credit strategies offering financing for diverse real estate types, including loans and debt investments.
- **Vertical Integration**: In-house capabilities covering acquisitions, development, property management, leasing, hospitality, finance, legal, compliance, and strategic marketing – enabling end-to‑end control of the asset lifecycle.

## Market Standing
- **Valuation/Market Cap**: Not disclosed (private entity)
- **Key Metric**: Annual revenue of approximately USD 90.9 million (LinkedIn estimate, 2024); total disclosed funding of USD 47.5 million (debt financing, 2023)
- **Notable Investors/Partners**: Over 200 institutional investors worldwide including public/corporate pension funds, sovereign wealth funds, global insurance companies, and foundations; network of 3,000+ private wealth and financial advisors serving 78,000+ individual clients
- **Growth Signals**: 30+ years of operation; team of 900+ employees; presence in United States, United Kingdom, Japan, Mauritius, India, Australia; 2025 Sustainability & Social Impact Report; ongoing hiring across multiple departments

## Competitive Advantages
- **Vertical integration**: Full in‑house expertise from sourcing and due diligence through development, management, and disposition reduces reliance on third parties and allows tighter control over asset performance.
- **Deep experience across cycles**: Three decades of operation across varied market environments and asset classes.
- **Relationships with top‑tier institutions**: Trusted by a large and loyal base of institutional investors, enabling capital access for large‑scale projects.
- **Diversified platform**: Real estate, infrastructure, and credit strategies allow risk‑adjusted returns and cross‑platform synergies.

## Strategic Focus
- Continue to broaden real asset equity and credit platforms while expanding relationships with institutional and private wealth clients.
- Emphasize sustainability, digitalization, and community‑positive outcomes in infrastructure investments.
- Leverage vertical integration to maintain disciplined underwriting, asset operation, and value creation across the lifecycle.
- Foster a culture of belonging and professional development to attract and retain top talent.

## Why Work Here
- **Culture**: Described as dynamic, entrepreneurial, and collaborative. Employees at all levels are empowered to ask questions and share ideas. The firm values “motivated self‑starters” and is vertically integrated, offering exposure to multiple functions (investments, development, property management, finance, legal, etc.).
- **Diversity & Inclusion**: Active D&I Council, Employee Resource Groups (CIM Women’s Alliance, Pride Alliance), Ambassadors program, partnerships with organizations like Project Destined. Committed to equal opportunity.
- **Impact & Community**: Employees logged 1,924 volunteer hours in 2024 supporting 35 nonprofits. CIMpact coordinates community service and sponsorships.
- **Work Environment**: Office‑based roles likely, with headquarters in Los Angeles and additional offices in the UK, Japan, and elsewhere. Summer internship programs available.
- **Perks**: Health & wellness program launched in 2024; clear career development paths across investment, development, property management, and corporate functions.

## Sources
1. [cimgroup.com - Our Firm](https://www.cimgroup.com/about-us/our-firm)
2. [cimgroup.com - Careers / Life at CIM](https://www.cimgroup.com/careers/life-at-cim)
3. [cimgroup.com - Social Impact](https://www.cimgroup.com/about-us/our-impact/social-impact)
4. [LinkedIn - CIM Group](https://www.linkedin.com/company/cimgroup)
5. [Lever - CIM Group Careers](https://jobs.lever.co/cimgroup/)

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