Associate, Wealth Analyst

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.ResponsibilitiesProvide operational support to Internal Advisor Consultants in servicing existing relationships and sales opportunitiesAssist on product related requests including but not limited to Morningstar templates, attribution reports and holdings analysesAssist on data related projects related to prospect targeting, CRM systems management and opportunity pipeline maintenanceUtilize data and technology to identify specific markets, firms and financial advisors to assist outreach efforts of senior salespeopleWork 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 emailsProvide superior service and support to financial advisors by fielding inbound questions, responding to requests, and resolving account issuesSupport efforts of one of three assigned subdivisions of wealth management: Retirement, Private Wealth Solutions, Wealth Strategy (:25% of daily duties)SkillsAbility to work in a fast-paced team environmentProven track record of meeting and exceeding stated goalsStrong communication skillsKnowledge of base financial concepts and capital marketsBachelor's degreeDemonstrates inclusive behaviors in support of a culture that values diverse perspectivesIs 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 supportStrong prioritization skills with the ability to plan and take initiativeProblem solving abilities; includes the appropriate people in the decision-making processExcellent communication skills with the ability to work effectively with colleagues, financial advisors, and clients in writing and speakingStrong interpersonal skills with the ability to build relationships easilyDetail oriented, meets deadlines and executes responsibilities with minimal errorsProficient in Microsoft OfficeTreats others with respect and considerationMust be able and willing to work in a team-oriented environmentDegree in Finance or Economics preferredExperience within Financial Services preferredSIE required, Series 7 or series 63 preferred (if not, obtain within three months)Knowledge of Salesforce, data and analytics a plusCompany OverviewCohen & 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/.



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