Investor Relations Associate — Client Reporting

CenterSquare Investment Management LLC; Conshohocken (Montgomery County); On-site; USD 65,000 - 95,000; Full time

Job summary

CenterSquare Investment Management LLC in Conshohocken, PA, seeks an Investor Relations Associate to support client reporting, communications with investors, and due diligence materials. You will help ensure accurate information delivery and coordinate with investment, operations, and compliance teams.

The role emphasizes preparing reports, maintaining CRM records, aiding fundraising efforts, and onboarding new investors, with opportunities to contribute to capital markets initiatives.

Qualifications

• Bachelor’s degree in finance, economics, or real estate-related field strongly preferred.
• 3–7 years of financial services experience; knowledge of investment management, private equity, or equity markets is a plus.
• Prior Investor Relations experience is a plus.
• Excellent written and verbal communication, with strong organizational abilities and attention to detail.
• Ability to interpret complex information and communicate with investors.
• Flexible team player who can multitask in a fast-paced environment.
• Proficiency in MS Office and CRM systems; Bloomberg, APX, PowerBI a plus.

Responsibilities

• Own the production and distribution of client reports, as well as ad hoc reporting and information requests, identifying and resolving issues as they arise.
• Serve as primary or secondary point of contact with clients and consultants for routine communication and operational issues.
• Coordinate with investment, operations, and compliance teams to gather information and ensure client communications are complete, accurate, and delivered on schedule.
• Respond to requests from clients, consultants, and industry partners with timely and accurate information.
• Maintain investor due diligence materials and CRM records to support fundraising efforts, client servicing, and ongoing relationship management.
• Support due diligence efforts as needed to contribute to growth of the firm and work with investment team to craft compelling performance and attribution commentary.
• Assist senior professionals in executing ongoing investor relations and capital markets initiatives for existing and prospective clients, including client onboarding, servicing, and communications.
• Assist in the onboarding of new investors.
• Recommend process improvements that enhance reporting quality, operational efficiency, and the overall client experience.

Skills

Communication skills

Multitasking

Attention to detail

Team player

Financial services knowledge

Education

Bachelor's degree in finance/economics/real estate

Tools

Microsoft Office

Salesforce

Bloomberg

APX

PowerBI

Job description

CenterSquare Investment Management LLC in Conshohocken, PA, seeks an Investor Relations Associate to support client reporting, communications with investors, and due diligence materials. You will help ensure accurate information delivery and coordinate with investment, operations, and compliance teams.

The role emphasizes preparing reports, maintaining CRM records, aiding fundraising efforts, and onboarding new investors, with opportunities to contribute to capital markets initiatives.