Job Title: Senior Associate, Relationship Management
Department: Institutional Relationship Management
Reports To: SVP, Relationship Management
FLSA Code: Exempt
Estimated Salary: $90,000 - $100,000
Job Summary:
The Senior Associate will be responsible for supporting the relationship manager(s) in all aspects of client engagements, and in the execution of strategic goals for the Firm and the department. In this role, the Senior Associate will also work closely with colleagues in institutional distribution as well as other departments across the firm. Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients.
Major Responsibilities/Activities: - In working to retain and deepen client relationships, lead in the following client deliverables:
- Answer client ad-hoc inquiries
- Prepare portfolio review presentations
- Spot check accuracy of automated standard reports and prepare custom reports as required
- Partner with RFP team to complete client questionnaires
- Respond to client-specific inquiries from consultants
- Assist relationship manager(s) to grow existing client mandates and cross-sell new strategies
- Assist with retention/growth plans that identify key strategic initiatives, issues, actions and opportunities with each client
- Maintain all client information and activities in Salesforce (CRM system)
- Assist preparation for all client meetings and conference calls
- Create briefing memos for portfolio managers with client and consultant intelligence
- Gather portfolio + index data (i.e. weights, holdings, characteristics, returns, attribution)
- Conduct competitor analysis
- Ensure all follow-up requests from client are satisfied
Minimum Requirements:
- Bachelor degree from an accredited college
- Minimum of two years of related experience preferred
- Series 6 or 7 and Series 63 licenses
- Skilled use of Excel, Word and PowerPoint
- Excellent communication and writing skills
- Must be a self-starter, motivated to learn/grow, and able to work in a team-oriented environment
- Demonstrates inclusive behaviors in support of a culture that values diverse perspectives
Beneficial Skills and Abilities:
- Knowledge of real estate and REITs, global equities, infrastructure, commodities and preferreds
- Understanding of mutual funds, other commingles vehicles and institutional plan types
- Use of Bloomberg, Morningstar, eVestment, Money Market Directory (MMD)
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.
