JAMES T. SOPHIA
Phoenix,Arizona
Summary
Dynamic second-year associate with a strong passion for marketing tailored solutions for institutional clients in real estate, credit, and infrastructure investments. Proven track record in collaborating with institutional clients and consultants across the US and Europe, consistently providing exceptional service. Skilled in driving business growth by sourcing new investments from prospective investors and strengthening relationships with existing limited partners (LPs).
Overview
3
3
years of professional experience
Work History
Associate - Institutional Client Group
CIM Group
07.2023 - Current
- Work in two associate-level capacities within the Institutional Client Group and Global Consultant Relations department due to the overlap between the two groups
- Institutional Client Group: Support capital raise efforts from public/private pensions, endowments, foundations, and sovereign wealth funds for real estate equity, real estate debt, and infrastructure strategies in the Western US and Canada
- Global Consultant Relations: Support the team within the United States and Europe to gain and/or maintain rankings among both global and regional consultants
- Lead on all client servicing requests and quarterly deliverables to ensure up-to-date reporting for clients
Alternative Investments Operations - Associate
Morgan Stanley
06.2022 - 06.2023
- Service financial advisors and client service associates back-end operations for hedge fund, private equity, private credit, and real estate funds
- Closely collaborate with the Morgan Stanley operations team in New York to streamline communications for clients
- Advise both retail and institutional wealth advisors to determine investment concentrations to optimize their portfolios
- Simplify subscription documents, vehicle structures and deadlines to expedite the transaction process
Associate - Advisory & Transactional Services
CBRE
06.2021 - 06.2022
- Work under two, high volume, senior industrial brokers to assist in the team's business development as a junior broker
- Collaborate with institutional investors, such as Blackstone (Link), Mapletree, EQT Exeter, Ares and others
- Establish relationships with existing clients, assist validating good credit tenants, and configuring budgets for redevelopments
- Provide services for real estate projects for local VC funds (Rev1 & Drive Capital), as well as national funds
Education
B.A - Political Science - American Politics
The Ohio State University
Columbus, Ohio04.2021
Skills
Networking
Relationship Building
Decision-Making
Sales Targeting
CRM proficiency
Client Services
Timeline
Associate - Institutional Client Group
CIM Group
07.2023 - Current
Alternative Investments Operations - Associate
Morgan Stanley
06.2022 - 06.2023
Associate - Advisory & Transactional Services
CBRE
06.2021 - 06.2022
B.A - Political Science - American Politics
The Ohio State University
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