Analyst Capital Markets en CenterSquare Investment Management

Job Title: Analyst, Capital Markets (Business Development)

Company Overview:

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.

Job Overview:

The Capital Markets Analyst 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 in 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.

Roles & Responsibilities:

• Maintain strong partnership with relationship managers to drive opportunities across assigned territories
• Assist with prospect mapping and research to develop action plans across offerings
• Contribute to territory rotation plan to ensure prospects are effectively covered using Salesforce activity reports
• Capture and maintain Salesforce data, including adding new accounts, contacts, and recent real estate investment activity
• Participate in client, prospect, and consultant calls
• Assist with coordination of client portfolio reviews and ad hoc requests
• Perform competitor analysis to assess outside managers, strategies, and competitive advantages

Qualifications:

• 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
• Strong PowerPoint skills preferred
• 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