Associate Capital Markets

CenterSquare Investment Management LLC•New York, NY

4d•Onsite

About The Position

Founded in 1987, CenterSquare Investment Management is an independent, employee-owned real asset manager focused on listed real estate, private equity real estate and private real estate debt. As a trusted fiduciary, our success is firmly rooted in aligning our interests with those of our clients, partners and employees. CenterSquare is headquartered in suburban Philadelphia, with offices in New York, Los Angeles, London and Singapore. With $14 billion in assets under management (December 2024), CenterSquare and its affiliates are proud to manage investments on behalf of some of the world’s most well-known institutional and private investors. The Capital Markets Associate is responsible for supporting the business development, investor relations, and consultant relations efforts of the CenterSquare team spanning the firm’s private equity real estate, private debt real estate, and listed real estate strategies. The position requires a highly motivated professional to contribute to a team atmosphere, working to provide support and partnership to relationship managers in their effort to expand, maintain, and develop new opportunities. The position will be based in CenterSquare’s headquarters office located in Conshohocken, PA.

Requirements

Bachelor’s degree, preferably in real estate or finance-related field required
Approximately 1-3 years of experience in financial services firm; knowledge of investment management, private equity and investor relations a plus
Strong interpersonal, verbal, and written communication skills
Excellent attention to detail and ability to work under pressure
Experience with Salesforce or other CRM system
Proactive and self-motivated with a strong work ethic
Ability to prioritize and execute effectively
Series 7 and 63 licensing is required though it can be attained in the first 6 months in the position

Nice To Haves

Strong PowerPoint skills preferred

Responsibilities

Conduct detailed prospect research for listed real estate and private equity real estate strategies, helping to identify and prioritize new relationship opportunities.
Perform ongoing competitor analysis, including evaluation of external managers, strategy positioning, performance trends, and competitive advantages.
Assist in developing actionable territory plans and coverage strategies across assigned regions.
Participate in consultant calls, assisting relationship managers with preparation, follow-up, and insight gathering.
Participate in prospect calls and help manage next steps, materials, and follow-up items.
Manage and respond to inbound prospect requests, ensuring timely and accurate information is delivered.
Assist with the coordination of client portfolio reviews, ensuring all materials are complete, accurate, and delivered on schedule.
Contribute to content development for sales presentations, particularly for the listed real estate strategy, including updating slides, charts, and messaging.
Support ad hoc presentation and data requests from relationship managers and senior leadership.
Maintain and update Salesforce dashboards, including accounts, contacts, activity tracking, investment details, and pipeline information.
Capture, integrate, and maintain data to support improved visibility and reporting across territories.
Assist with the completion of RFPs, including preparing first drafts and coordinating internal inputs.
Proactively source RFP opportunities related to the firm’s listed real estate strategies.
Support the preparation of RFIs and DDQs for existing public-side clients, collaborating with investment, risk, operations, and compliance teams as needed.