Associate, Product Investor Relations

Invesco Ltd.

. Support day-to-day communications with institutional investors and consultants, ensuring timely, accurate, and professional responses to inquiries and information requests.

Posted 11/10/2026full-timeUnited StatesJuniorMid-Level💰 $100,000 - $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in investor relations, including the preparation and coordination of investor reporting, due diligence questionnaires, and presentations. Proficient in analyzing financial and portfolio information to support institutional investors and enhance communication efficiency.

Highest-signal resume keywords

Investor ReportingDue Diligence Questionnaires (DDQs)Institutional Investor SupportFinancial AnalysisProject Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisInvestor ReportingDue Diligence Questionnaires (DDQs)RFP CoordinationPortfolio AnalysisPerformance InformationCapital Activity AnalysisTemplate DevelopmentData ManagementOperational Processes

Soft Skills

Excellent Written CommunicationExcellent Verbal CommunicationStrong Client-Service OrientationAttention to DetailOrganizational Skills

Tools & Technologies

Microsoft OfficeCRM Products

Industry Keywords

Private MarketsReal Estate Investment ManagementPrivate EquityPrivate CreditInvestor Lifecycle

About the role

Key responsibilities & impact

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 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 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.

Requirements

What you’ll need

College degree; preferably in Real Estate, Finance, or Business-Related fields.
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.
Experience preparing or coordinating DDQs, RFPs, consultant questionnaires, investor reports, and client presentations is preferred.
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.

Benefits

Comp & perks

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