Hybrid Associate, Private Markets IR - Real Estate

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

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