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CenterSquare Investment Management · 3 days ago

Associate Capital Markets

New York, NY, US

Full-time

Onsite

Entry Level

1+ years exp

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. The Capital Markets Associate will support business development, investor relations, and consultant relations efforts, contributing to team initiatives and helping to expand and maintain new opportunities.

Commercial Real EstateMarket ResearchReal Estate Investment

Comp. & Benefits

No H1B

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