Cohen & Steers · 16 hours ago
Associate, Wealth Analyst
New York, NY
Full-time
Hybrid
New Grad, Entry Level
$80K/yr - $84K/yr
0+ years expCohen & Steers is a company focused on wealth management, seeking an Associate, Wealth Analyst to provide operational service to financial advisors across various channels. The role involves supporting internal sales consultants, assisting with business development, data entry, and maintaining relationships with financial advisors.
Finance
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)
Qualification
Required
Ability to work in a fast-paced team environment
Proven track record of meeting and exceeding stated goals
0-2 years of similar experience
Strong communication skills
Knowledge of base financial concepts and capital markets
Bachelor's degree
SIE required, Series 7 or series 63 preferred (if not, obtain within three months)
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)
Preferred
Degree in Finance or Economics preferred
Experience within Financial Services preferred
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. Knowledge of Salesforce, data and analytics a plus
Treats others with respect and consideration
Must be able and willing to work in a team-oriented environment
Company
Cohen & Steers
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.
201-500 employees
Funding
Current Stage
Public CompanyTotal Funding
$68.4M2024-04-22Post Ipo Equity· $68.4M
2004-08-12IPO
Leadership Team
Joseph Harvey
Chief Executive Officer
Alex Shafran
SVP, Head of Performance & Client Reporting
Recent News
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