Analyst, Real Estate Securities Equity Research

CenterSquare Investment Management LLC; Conshohocken (Montgomery County); In loco; USD 60.000 - 90.000; Tempo pieno

Descrizione del lavoro

CenterSquare Investment Management, based near Philadelphia, seeks an Analyst to join the Listed Real Estate Securities team in Conshohocken. You will be integrated into the investment process, building models, evaluating publicly traded real estate companies, and refining investment theses.

You will cover 20–30 real estate names, engage with management, visit properties, attend industry events, and collaborate with Portfolio Managers to support stock selection and portfolio construction.

Competenze

• Bachelor's degree in finance, economics, accounting, or related field.
• 0–5 years in investment management or analytical role.
• Strong interest in investing, financial markets, and real estate.
• Proficiency in Excel for financial modeling.
• CFA preferred or willingness to pursue CFA charter.

Mansioni

• Build and maintain financial models, valuations, and forecasts for assigned securities.
• Analyze company filings, earnings releases, and market data to identify opportunities and risks.
• Develop investment theses across REIT sectors and listed real estate.
• Conduct fundamental research to support decisions and portfolio positioning.
• Present research findings and recommendations in written memos and presentations.
• Collaborate with Portfolio Managers to support decision-making.

Conoscenze

Financial modeling

Excel proficiency

Analytical thinking

Written and verbal communication

Team collaboration

Self-starter

Investing/real estate interest

CFA preferred

Formazione

Bachelor's degree in finance/economics/accounting

Descrizione del lavoro

Founded in 1987, CenterSquare Investment Management is an independent, employee-owned real asset manager focused on listed real estate, private equity real estate and private real estate debt. As a trusted fiduciary, our success is firmly rooted in aligning our interests with those of our clients, partners and employees. CenterSquare is headquartered in suburban Philadelphia, with offices in New York, Los Angeles, London and Singapore. With $15 billion in assets under management (September 2026), CenterSquare and its affiliates are proud to manage investments on behalf of some of the world's most well-known institutional and private investors.

Job Overview:

CenterSquare Investment Management offers a dynamic opportunity for an early-career professional to develop as an investor on its Listed Real Estate Securities team. The Analyst will be fully integrated into the investment process, partnering with Portfolio Managers and Senior Analysts to evaluate publicly traded real estate companies through fundamental research, financial modeling, and valuation analysis. The role includes ongoing coverage of a portfolio of real estate companies, direct engagement with management teams, property visits, and industry research, with the goal of building sector expertise and contributing meaningfully to investment recommendations, stock selection, and portfolio construction over time. This is a foundational role designed for a highly analytical, intellectually curious professional eager to build a career in real estate investment management. The position will be based in CenterSquare's Conshohocken, PA office.

Key Responsibilities:

Investment Research & Analysis:

• Build and maintain financial models, valuations, and forecasts for assigned securities.
• Analyze company filings, earnings releases, and market data to identify investment opportunities and risks.
• Develop and refine investment theses across REIT sectors and listed real estate companies.
• Conduct fundamental research to support investment decisions and portfolio positioning.

Company Coverage & Industry Research:

• Maintain ongoing coverage of 20-30 publicly traded real estate companies, including regular engagement with management teams and investor relations professionals.
• Conduct company meetings, property tours, and field research to gain insights into business performance and market dynamics.
• Attend industry conferences and other relevant events to enhance market knowledge and identify emerging trends.
• Monitor macroeconomic conditions, real estate fundamentals, and capital markets activity to inform sector and company outlooks.
• Partner with Portfolio Managers to support investment decision-making and portfolio construction activities.
• Present research findings, investment recommendations, and sector perspectives in both written and verbal formats.
• Assist in evaluating portfolio holdings and potential investments to ensure alignment with investment objectives.
• Communicate research findings clearly and concisely in written memos, models, and team presentations
• Collaborate closely with a high-performing investment team in a rigorous and intellectually curious environment.

Qualifications:

• Bachelor's degree is required, with a major in finance, economics, accounting, or a related field
• 0-5 years of experience in investment management or a highly analytical role
• Strong interest in investing, financial markets and real estate
• Demonstrated analytical and financial modeling skills; proficiency in Excel required
• High level of intellectual curiosity with strong attention to detail
• Self-starter with the ability to manage multiple priorities and meet tight deadlines
• Strong written and verbal communication skills
• Collaborative mindset with the ability to work effectively in a team environment
• CFA preferred, or willingness to pursue the CFA Charter

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.

We are an equal opportunity employer and value diversity at our firm. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.