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Invesco

Global asset management and investment solutions

Associate Product Investor Relations

Customer SupportPosted on Nov 10
Full-time$100k - $120k /yr

About the Job

Requirements

  • A college degree is required; a degree in Real Estate, Finance, or a business-related field is preferred.
  • One to three years of work experience in private markets, real estate investment management, private equity, private credit, or another institutional investment environment is preferred.
  • Experience supporting 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 due diligence questionnaires, requests for proposals, consultant questionnaires, investor reports, and client presentations is preferred.
  • Strong written and verbal communication skills are required, including the ability to communicate professionally and clearly with institutional investors and internal stakeholders.
  • A strong client-service orientation and responsiveness are required.
  • Strong editorial judgment and attention to factual accuracy, consistency, and detail are required.
  • The ability to synthesize financial, investment, portfolio, and operational information into clear investor-facing responses is required.
  • Strong organizational and project-management skills are required, including the ability to manage multiple funds, stakeholders, requests, and deadlines.
  • Proficiency in Microsoft Office and customer relationship management products, and the ability to learn and implement new technology, are required.
  • An ownership mindset, including ownership of work product and tasks, is required.
  • The ability to work effectively in a fast-paced, deadline-driven, and highly regulated environment is required.

Responsibilities

  • Support day-to-day communications with institutional investors and consultants by providing 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, requests for proposals, 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 preparing 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 in applicable customer relationship management and reporting systems.
  • Support investor lifecycle activities, including onboarding, account maintenance, transfers, redemptions, investor notices, and other operational processes.
  • Analyze fund, 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 fund, 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 the efficiency, consistency, and quality of investor communications.
  • Participate in Investor Relations, Product, fundraising, and other cross-functional initiatives as needed.

Desired Qualifications

  • Experience in private markets, real estate investment management, private equity, private credit, or another institutional investment environment is preferred.
  • Experience supporting 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 due diligence questionnaires, requests for proposals, consultant questionnaires, investor reports, and client presentations is preferred.
  • A degree in Real Estate, Finance, or a business-related field is preferred.

About the Company

Invesco

Global asset management and investment solutions

Invesco provides investment management services to retail and institutional clients worldwide. It manages a broad mix of assets, including mutual funds, exchange-traded funds (ETFs), and private equity, and earns revenue mainly from management fees on assets under management. The company serves clients in more than 150 countries, offering diverse investment opportunities across public and private markets. Its product line relies on market performance, meaning returns and assets under management rise and fall with financial conditions. Invesco differentiates itself through its global footprint and range of investment vehicles, aiming to grow assets under management by attracting clients and offering access to a wide set of investment options. The company’s goal is to deliver value for clients by managing assets responsibly and efficiently while expanding its global presence and assets under management over time.

Company size
501-1,000
Company stage
IPO
Headquarters
Henley-on-Thames, United Kingdom
Founded
1935

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