Jobs at Cohen & Co

Develops, edits, coordinates, and tracks sales proposals, RFP/RFQ/RFI responses, pitch materials, and business development collateral. Ensures content accuracy, quality, branding, and compliance with client requirements. Manages proposal timelines, content libraries, templates, Salesforce tracking, and reporting while collaborating with partners, accountants, marketing teams, and senior leaders. Supports process improvements and maintains organized proposal records.

Summer 2027 consulting internship supporting operational transformation and process improvement initiatives. Responsibilities include analyzing data, conducting industry research, participating in client interviews, developing client deliverables, presenting recommendations, and contributing to business development, recruitment, DEI, and community initiatives.

Evaluate capital allocation and corporate investment returns, support executive decision-making on internal projects and asset portfolios, and develop analytical and client-facing skills through training and firm initiatives.

Participate in operational transformation and process improvement initiatives for clients. Analyze data, research industries, conduct client interviews, develop deliverables, and present recommendations. Interns also build professional relationships, receive technical development and feedback, and contribute to firm-wide business development, recruiting, DEI, and community-service initiatives.

Summer 2027 intern supporting firm-wide operational excellence through workflow optimization, process improvement, project management, budgeting, cost analysis, technology implementation, data management, reporting dashboards, and cross-functional collaboration. The role also provides client exposure, mentorship, professional development, and opportunities to participate in business development, recruitment, DEI, and community initiatives.

Summer 2028 finance internship supporting capital allocation analysis, corporate investment return evaluation, executive decision-making, internal projects, and asset portfolio analysis. Interns also participate in client work, professional development, business development, recruiting, DEI initiatives, and community service.

Supports firm-wide operational excellence through workflow optimization, process improvement, project management, budgeting, cost analysis, technology implementation, data management, reporting dashboards, and cross-functional collaboration. The intern will gain client experience, technical skills, mentoring, and exposure to business development, recruitment, DEI, and community initiatives.

Leads early-career and campus recruiting initiatives, including career fairs, university partnerships, internship program coordination, candidate review, interview debriefs, and recruiting administration. Builds relationships with students, faculty, and career services professionals while strengthening employer branding and intern conversion. Ensures positive candidate and intern experiences, collaborates with business and HR partners, and supports continuous program improvement.

Partners with Advisory or Assurance leaders to align talent strategy, workforce planning, performance management, compensation, employee relations, engagement, and organizational change with firm priorities. Supports partner, M&A, and new-hire integration while using workforce data to guide decisions. Coaches managers, strengthens leadership capability, oversees onboarding, and addresses complex employee matters across U.S. and global operations.

Prepare and review complex individual, trust, estate, gift, and partnership tax returns for high-net-worth clients. Support tax planning, projections, technical research, and compliance across investments, equity compensation, and wealth transfer. Communicate directly with clients, manage multiple deadlines, mentor staff, review work, and collaborate with managers on engagement planning and workflow.

Reviews and records vendor invoices, maintains vendor and accounts payable records, resolves discrepancies, processes checks and ACH payments, supports 1099 reporting and reconciliations, and ensures compliance with internal controls. The role collaborates with accounting teams, clients, and vendors while identifying process improvements and maintaining accurate documentation.

Supports asset management industry marketing and business development through growth planning, event sponsorships, lead generation, thought leadership, website and collateral oversight, competitor research, CRM tracking, internal communications, and client experience initiatives. The role collaborates with market leaders, business development, and firmwide marketing teams to manage campaigns, relationships, proposals, and strategic go-to-market activities.

Supports compensation, benefits, recognition, wellness, and total rewards administration. Conducts market pricing, benchmarking, reporting, workforce analytics, compensation planning, benefits enrollment, vendor coordination, compliance activities, and HRIS data management. Partners with employees, leaders, payroll, finance, legal, and People teams while supporting Workday optimization and continuous improvement across a global workforce.

Leads business development and opportunity origination for Advisory services by identifying target accounts, building executive and referral relationships, generating qualified opportunities, and managing consultative sales pursuits. Coordinates partners and subject matter experts through discovery, solution positioning, proposals, negotiations, and closing. Maintains Salesforce pipeline accuracy, forecasts revenue, drives follow-up, and achieves business development objectives while serving middle-market and private equity-related organizations.

Leads complex tax compliance and advisory engagements for high-net-worth individuals, families, family offices, trusts, estates, partnerships, and closely held businesses. Provides tax planning, wealth preservation, estate and succession guidance, manages client relationships, reviews deliverables, mentors tax professionals, and supports practice development.

Leads end-to-end finance transformation engagements covering operating model design, process redesign, ERP and finance technology strategy, AI enablement, change management, and value realization. Manages client relationships, executive communications, engagement quality, business development, and consultant teams. Advises CFO-level stakeholders across finance processes, systems, controls, data, talent, and organizational change while overseeing programs from diagnostic through post-go-live stabilization.

Leads end-to-end enterprise performance management consulting engagements, including EPM platform implementations, solution and data architecture, FP&A process transformation, integrations, testing, change management, and post-go-live governance. Owns client relationships, scope, staffing, budgets, margins, proposals, and delivery risks while developing consulting teams. Requires hands-on expertise with Workday Adaptive Planning, Oracle EPM Cloud, or Pigment; strong financial modeling, GL architecture, SQL, Excel, and client communication skills.

Lead complex business and portfolio valuations, perform financial modeling and analysis, review valuations for audit teams, and prepare client-ready reports. Manage multiple engagements, communicate with stakeholders, participate in client meetings, and provide critical insights. Review work from interns and staff while mentoring team members and advancing valuation expertise and credentials.

Perform outsourced accounting, reconciliations, general ledger maintenance, financial statement preparation, SEC reporting support, and technical accounting memo drafting. Advise clients on revenue recognition, leases, equity transactions, business combinations, and new accounting standards. Support audits, internal controls, process improvements, and automation initiatives while coordinating client engagements and mentoring junior staff.

Lead end-to-end Sage Intacct implementation projects from discovery through post-implementation support. Serve as the primary client advisor, design and integrate solutions, analyze business processes, guide financial reporting and compliance improvements, migrate historical data, and develop system requirements. Mentor junior consultants, lead complex project delivery, support testing and training, and recommend system optimizations aligned with client needs.