Senior Associate, Consultant Relations

Job Title: Senior Associate, Consultant Relations

Department: North America Institutional Distribution

Reports To: EVP, Head of North America Institutional Sales

FLSA Code: Exempt

Estimated Salary: $100,000 - $110,000

 

Job Summary:

Senior Associate position on the Consultant Relations team in the Institutional Sales business, responsible for assisting Consultant Relations team in all aspects of selling Cohen & Steers’ investment products/solutions to institutional investors through the consultant channel. Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients.

 

Major Responsibilities/Activities:

• Support all aspects of the Consultant Relations team’s daily activities, including (but not limited to) consultant research, outreach campaigns, meeting preparation, presentation coordination, competitive analysis, Salesforce data management and consultant request responses
• Collaborate with other members of the Consultant Relations team on consultant business plans, strategy reviews, activity analytics and other consultant management tasks
• Maintain working knowledge of capital markets, Cohen & Steers investment strategies, and the institutional marketplace more broadly
• Work with Institutional Marketing to prepare presentation books and support materials
• Organize meetings, calls, and pre-meeting prep for Portfolio Managers and investment teams
• Assist in preparation for consultant engagements
• Assist consultant relations professionals in the delivery of information for consultant communication, including educational materials and research
• Work with the RFP and Database team to facilitate responses to consultant DDQs, RFIs and other requests
• Create timely responses for deliverables as follow-ups to meetings
• Assist in utilization and maintenance of Salesforce and other systems
• Work closely with Institutional Sales and Relationship Management teams as a resource for consultant work and ad hoc projects and initiatives, proactively suggest process improvements
• Responsible for organizing and executing on the majority of Institutional department-wide projects and initiatives
• Collaborate and partner with all internal teams to ultimately deliver an optimal partnership to the consultant channel

 

Minimum Requirements: 

• Bachelor's degree from an accredited college
• 2+ years of related experience required and/or strong internship experience
• Series 7 and Series 63 licenses, or ability to obtain within 6 months of joining CNS
• Skilled use of Excel, Word and PowerPoint
• Experience in asset management distribution organization
• Excellent communication and writing skills
• Must be able to prioritize and multi-task in deadline driven environment
• Knowledge of broader investment industry and interest in real estate and real assets
• Demonstrates inclusive behaviors in support of a culture that values diverse perspectives
• Is able to abide by the firm’s hybrid work arrangement policy in New York City office (4 days in-office/1 day remote)

 

Note: This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. The job title or duties and responsibilities may be changed by the Company at any time.