Cohen & Steers is a financial services firm committed to an inclusive culture. The Associate, Wealth Analyst will provide operational support to financial advisors and assist in business development and relationship management.
Responsibilities
- Provide operational support to Internal Advisor Consultants in servicing existing relationships and sales opportunities
- Assist on product related requests including but not limited to Morningstar templates, attribution reports and holdings analyses
- Assist on data related projects related to prospect targeting, CRM systems management and opportunity pipeline maintenance
- Utilize data and technology to identify specific markets, firms and financial advisors to assist outreach efforts of senior salespeople
- Work towards achieving Series 7 and Series 63 or 66 licenses in first 3 months(Once licensed)
- Assist on non-priority call campaigns, inbound requests and lead follow up via phone calls and emails
- Provide superior service and support to financial advisors by fielding inbound questions, responding to requests, and resolving account issues
- Support efforts of one of three assigned subdivisions of wealth management: Retirement, Private Wealth Solutions, Wealth Strategy (:25% of daily duties)
Skills
- Ability to work in a fast-paced team environment
- Proven track record of meeting and exceeding stated goals
- Strong communication skills
- Knowledge of base financial concepts and capital markets
- Bachelor's degree
- 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)
- Demonstrated excellence in customer service and client support
- Strong prioritization skills with the ability to plan and take initiative
- Problem solving abilities; includes the appropriate people in the decision-making process
- Excellent communication skills with the ability to work effectively with colleagues, financial advisors, and clients in writing and speaking
- Strong interpersonal skills with the ability to build relationships easily
- Detail oriented, meets deadlines and executes responsibilities with minimal errors
- Proficient in Microsoft Office
- Treats others with respect and consideration
- Must be able and willing to work in a team-oriented environment
- Degree in Finance or Economics preferred
- Experience within Financial Services preferred
- SIE required, Series 7 or series 63 preferred (if not, obtain within three months)
- Knowledge of Salesforce, data and analytics a plus
Company Overview
Cohen & Steers is a global investment manager specializing in liquid real assets, including real estate securities, listed infrastructure, and natural resource equities, as well as preferred securities and other income solutions. It was founded in 1986, and is headquartered in New York, New York, USA, with a workforce of 201-500 employees. Its website is http://www.cohenandsteers.com/.