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    Associate, Investor Relations - Dallas, United States - Invesco

    Invesco
    Invesco Dallas, United States

    3 weeks ago

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    Description

    As one of the world's leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. 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, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day

    Job Description

    GENERAL PURPOSE OF POSITION

    The Investor Relations Associate plays a critical role in maintaining communication between Invesco Real Estate and its investors. This individual is responsible for supporting the Investor Relations Manager of Invesco Real Estate's institutional fund clients to ensure all inquiries and requests for information are managed through exceptional client service.

    PRIMARY DUTIES AND RESPONSIBILITES

    • Assist with client inquiry responses and data requests, ensuring timely, accurate and consistent communication and dissemination.
    • Ensure responses are recorded in investor database for future reference.
    • Manage investor onboarding and redemption process.
    • Maintain, track, and review side letters and ensure adherence.
    • Manage and oversee consultant reporting.
    • Identify areas for efficiency, improvement, and automation and implement solution.
    • Manage day-to-day workflow/activities and review of Hyderabad counterpart; help identify additional opportunities for work transfer, efficiencies, and training.
    • Assist Product & Portfolio Management with RFPs, DDQs and other projects and initiatives.
    • Assist in the preparation of ongoing PPM updates and other fund materials.
    • Manage and coordinate investor transfers.
    • Manage quarterly attestations.
    • Other ad hoc projects/initiatives.
    POSITION QUALIFICATIONS

    EDUCATION/FORMAL TRAINING:
    • College degree - Accounting, Finance or Business-Related Preferred
    WORK EXPERIENCE:
    • 3+ years in real estate investment or private equity environment
    • Prior experience in investor relations, finance, accounting or related roles
    • Commercial real estate equity and debt experience a plus
    • Familiarity with open-end and closed-end funds a plus
    SKILLS:
    • Excellent written and oral communication skills
    • Ability to address investor inquiries and concerns in a professional and timely manner
    • Proficient in Microsoft Office and CRM products and ability to learn/implement new technology
    • Strong financial and analytical skills
    • Strong organization skills, attention to detail, and ability to manage multiple funds
    • Excellent interpersonal skills; ability to work independently and collaboratively with cross-functional teams
    • Ownership mindset (ownership of work product and tasks)
    Full Time / Part Time

    Full time

    Worker Type

    Employee

    Job Exempt (Yes / No)

    Yes

    Workplace Model

    At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office.

    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
    The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

    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.
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