Associate, Product Investor Relations

Invesco Ltd.; Dallas (TX); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Flexible paid time off

Hybrid work schedule

401(K) matching up to 6%

Health & wellbeing benefits

Parental Leave benefits

Employee stock purchase plan

Job summary

Invesco is seeking an Associate, Private Markets Product, Investor Relations, Real Estate to support the Private Markets Product and Investor Relations team. You will help coordinate communications with institutional investors, prepare investor materials, and manage data across multiple investment products.

The role offers exposure to private real estate strategies, due diligence, fund communications, and client servicing, with collaboration across Product and Investor Relations teams to deliver

Qualifications

• College degree; preferably in Real Estate, Finance, or Business.
• 1-3 years’ work experience in private markets, real estate investment management, private equity, private credit, or another institutional investment environment is preferred.
• Experience in support of institutional investors, consultants, or sophisticated investment clients is preferred.
• Familiarity with private fund structures, investor reporting, due diligence, performance information, capital activity, and the investor lifecycle is beneficial.
• Excellent written and verbal communication skills, with the ability to communicate professionally and clearly with institutional investors and internal stakeholders.
• Strong client-service orientation and responsiveness.
• Strong editorial judgment and attention to factual accuracy, consistency, and detail.
• Ability to synthesize financial, investment, portfolio, and operational information into clear investor-facing responses.
• Strong organizational and project-management skills, including the ability to manage multiple funds, stakeholders, requests, and deadlines.
• Proficient in Microsoft Office and CRM products and ability to learn/implement new technology.
• Ownership mindset (ownership of work product and tasks).
• Ability to work effectively in a fast-paced, deadline-driven, and highly regulated environment.

Responsibilities

• Support day-to-day communications with institutional investors and consultants, ensuring timely, accurate, and professional responses to inquiries and information requests.
• Coordinate investor and consultant reporting, including quarterly reports, investor letters, portfolio updates, due diligence questionnaires (DDQs), RFPs, consultant requests, and other recurring deliverables.
• Partner with Product Management, Investment Teams, Fund Operations, Accounting, Legal, Compliance, and other stakeholders to gather, review, and validate investor-facing information.
• Assist in the preparation of presentations, briefing materials, meeting agendas, talking points, and follow-up items for investor, consultant, and advisory committee meetings.
• Maintain investor records, reporting requirements, contact information, request logs, and other data within applicable CRM and reporting systems.
• Support investor lifecycle activities, including onboarding, account maintenance, transfers, redemptions, investor notices, and other operational processes.
• Analyze funds, portfolio, and performance information to support investor reporting, due diligence requests, and responses to investor inquiries.
• Translate complex financial, portfolio, and investment information into clear, concise, and accurate materials tailored to institutional investors and consultants.
• Review and interpret detailed funds, portfolio, asset-level, and financial models to understand key performance drivers, assumptions, risks, and changes over time.
• Analyze fund performance, capital activity, valuations, leverage, liquidity, and portfolio developments to support investor reporting and responses to investor inquiries.
• Develop and maintain templates, trackers, standard responses, and process documentation to improve efficiency, consistency, and quality of investor communications.
• Participate in Investor Relations, Product, fundraising, and other cross-functional initiatives as needed.

Skills

Communication

Client-service

Editorial judgment

Organizational skills

Project management

Financial/synthesis ability

Education

Bachelor's degree in Real Estate/Finance/Business

Tools

Microsoft Office

CRM systems

Job description

About Invesco

As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

About Invesco

As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

What’s in it for you?

Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:

• Flexible paid time off
• Hybrid work schedule
• 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
• Health & wellbeing benefits
• Parental Leave benefits
• Employee stock purchase plan

Job Description

About the Team

The Private Markets Product and Investor Relations team supports Invesco Real Estate’s institutional private real estate equity and credit strategies and serves as an important connection point between investment teams and institutional investors and consultants.

The team works collaboratively across Product Management, Investments, Client Portfolio Management, Distribution, Fund Operations, Legal, Compliance, Marketing, and other functions to deliver high-quality investor communications and support the overall investor experience. Its work spans investor and consultant reporting, due diligence, fund communications, investor meetings, fundraising initiatives, and ongoing investor servicing.

As part of the team, the Associate will gain broad exposure to private real estate investment strategies, fund and portfolio performance, and institutional client relationships. The position offers the opportunity to work with a wide range of internal partners while developing experience across both Product and Investor Relations.

The environment is highly collaborative and well suited for someone who enjoys connecting the dots across teams, working with financial and investment information, managing multiple priorities, and translating complex information into clear and meaningful communications for institutional investors.

About The Role

Invesco is seeking Associate, Private Markets Product, Investor Relations, Real Estate to support the Private Markets Product and Investor Relations team, working across alternative investment strategies including private real estate and other private market investments. This role will help support relationships with institutional investors, prospective clients, consultants, and intermediaries by providing clear and timely information regarding investment strategies, philosophy, process, performance, and market developments.

The Associate will join the Private Markets Product and Investor Relations team supporting Invesco Real Estate’s institutional private real estate equity and credit strategies. The role will serve as a key point of coordination for existing investor and consultant needs, helping deliver timely, accurate, and consistent communications across multiple investment products and client relationships.

The Associate will work closely with Investor Relations, Product, Investment Teams, Client Portfolio Management, Distribution, Fund Operations, Legal, Compliance, Marketing, and other internal partners. Primary responsibilities will include responding to investor inquiries and data requests, supporting investor and consultant reporting, coordinating due diligence and client deliverables, preparing for investor meetings, maintaining investor information and records, and assisting with ongoing fund communications and investor lifecycle activities.

The successful candidate will combine excellent client service, writing, analytical, organizational, and project-management skills with a strong interest in private markets and institutional real estate

Responsibilities Of The Role

• Support day-to-day communications with institutional investors and consultants, ensuring timely, accurate, and professional responses to inquiries and information requests.
• Coordinate investor and consultant reporting, including quarterly reports, investor letters, portfolio updates, due diligence questionnaires (DDQs), RFPs, consultant requests, and other recurring deliverables.
• Partner with Product Management, Investment Teams, Fund Operations, Accounting, Legal, Compliance, and other stakeholders to gather, review, and validate investor-facing information.
• Assist in the preparation of presentations, briefing materials, meeting agendas, talking points, and follow-up items for investor, consultant, and advisory committee meetings.
• Maintain investor records, reporting requirements, contact information, request logs, and other data within applicable CRM and reporting systems.
• Support investor lifecycle activities, including onboarding, account maintenance, transfers, redemptions, investor notices, and other operational processes.
• Analyze funds, portfolio, and performance information to support investor reporting, due diligence requests, and responses to investor inquiries.
• Translate complex financial, portfolio, and investment information into clear, concise, and accurate materials tailored to institutional investors and consultants.
• Review and interpret detailed funds, portfolio, asset-level, and financial models to understand key performance drivers, assumptions, risks, and changes over time.
• Analyze fund performance, capital activity, valuations, leverage, liquidity, and portfolio developments to support investor reporting and responses to investor inquiries.
• Develop and maintain templates, trackers, standard responses, and process documentation to improve efficiency, consistency, and quality of investor communications.
• Participate in Investor Relations, Product, fundraising, and other cross-functional initiatives as needed.

Requirements Of The Role

• College degree; preferably in Real Estate, Finance, or Business-Related fields.
• 1-3 years’ work experience in private markets, real estate investment management, private equity, private credit, or another institutional investment environment is preferred.
• Experience in support of institutional investors, consultants, or sophisticated investment clients is preferred.
• Familiarity with private fund structures, investor reporting, due diligence, performance information, capital activity, and the investor lifecycle is beneficial.
• Experience preparing or coordinating DDQs, RFPs, consultant questionnaires, investor reports, and client presentations is preferred.
• Excellent written and verbal communication skills, with the ability to communicate professionally and clearly with institutional investors and internal stakeholders.
• Strong client-service orientation and responsiveness.
• Strong editorial judgment and attention to factual accuracy, consistency, and detail.
• Ability to synthesize financial, investment, portfolio, and operational information into clear investor-facing responses.
• Strong organizational and project-management skills, including the ability to manage multiple funds, stakeholders, requests, and deadlines.
• Proficient in Microsoft Office and CRM products and ability to learn/implement new technology.
• Ownership mindset (ownership of work product and tasks).
• Ability to work effectively in a fast-paced, deadline-driven, and highly regulated environment.

The salary range for this position in New York City is $100,000 - $120,000 base/year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location.

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

Yes

Workplace Model

Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other’s growth and development.

Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.