Jobs at Cohen & Steers

Provide strategic legal support for non-U.S. products, focusing on UCITS fund structures. Advise on regulatory issues, product development, and governance processes in collaboration with senior management.

Conduct quantitative and qualitative investment research across asset classes and closed-end funds. Perform statistical analysis, forecasting, regression, back-testing, and portfolio idea development. Maintain analytical dashboards, identify market themes, monitor risks and opportunities, and communicate findings to portfolio managers. The role requires advanced econometrics, investment research experience, and collaboration within a hybrid New York City-based team.

Supports registered adviser and registered fund compliance programs by conducting employee training, personal trading preclearance and reporting, policy testing, monitoring, electronic communications reviews, and special compliance projects. The role helps maintain adherence to securities regulations, self-regulatory organization requirements, the firm’s Code of Ethics, and personal account reporting policies.

Leads Cohen & Steers’ global institutional marketing strategy, partnering with Sales and business leaders to understand complex institutional audiences, develop integrated B2B and account-based programs, guide events and regional activation, and measure engagement, opportunities, retention, expansion, and marketing ROI. The role influences cross-functional teams across Marketing, Investments, Product, Data, Operations, and Compliance in a regulated investment-management environment.

Leads global wealth marketing strategy and execution for an investment manager, partnering with Sales and business leaders to drive audience growth, product adoption, client retention, and expansion. Oversees segmentation, demand generation, CRM, marketing automation, personalization, testing, analytics, campaigns, budgets, agencies, compliance, and scorecards. Develops marketing staff and coordinates shared resources across Marketing, Product, Investments, Data, Operations, and Compliance. The role is based in New York with four required in-office days weekly.

Leads the CRM and distribution technology platform strategy, including Salesforce administration, roadmap development, data quality, analytics, process improvements, and user adoption. Partners with Sales, Marketing, Technology, Finance, and other teams to translate business needs into platform solutions. Oversees architecture, requirements, backlogs, sprint planning, documentation, reporting, and delivery of system enhancements. Manages a CRM Associate and supports sales productivity, marketing engagement, training, and cross-functional stakeholder communication.

Support corporate accounting and financial analysis for an asset management firm. Assist month‑end and quarter‑end close, prepare reconciliations, journal entries, and accruals. Maintain SOX/ICFR controls, support audits, prepare treasury schedules, assist payment processing, coordinate with FP&A, Tax, and Treasury, and recommend process improvements.

Lead development and integration of the Salesforce CRM ecosystem, building Azure- and Fabric-based services and applications. Collaborate with Sales, Finance, Marketing and others to design enhancements, resolve data and application issues, support business users, manage vendors, and shape CRM strategy and workflows.

Owns governance, quality, mastering, and lifecycle management of client and intermediary data across Salesforce, MDM platforms, and external data sources. Oversees data feeds, reconciliations, reporting workflows, vendor relationships, matching logic, survivorship rules, documentation, and issue resolution. Partners with Distribution, Marketing, Product, Technology, and leadership to improve data integrity, reporting automation, platform integration, and client intelligence capabilities.

Provide application support for trading and non-trading systems, resolve application errors and data issues, assist with testing, data migration and deployments, document processes and bugs, automate jobs via scripts and stored procedures, and communicate status to users and management.

Provides legal counsel to the institutional asset management business and capital markets investment teams. Responsibilities include negotiating investment management agreements, supporting collective investment vehicles and sub-advisory relationships, reviewing offering documents and corporate actions, negotiating securities transactions, advising compliance on regulatory and investment matters, overseeing service providers, and leading legal projects. The role requires an experienced in-house attorney with asset management or private fund expertise.

Develop and manage strategic relationships with national broker-dealer and investment advisor clients. Drive distribution strategy, direct sales, platform placements, research recommendations, model allocations, asset growth, and retention. Prepare client materials, support due diligence and account management, negotiate contracts, coordinate internal teams, and expand firm visibility through data-informed and digital marketing initiatives. The role requires senior financial services experience, securities licenses, strong alternatives knowledge, and frequent New York City office presence.

Partner with institutional leadership to build scalable sales infrastructure, reporting, and analytics. Develop KPIs, forecasting, pipeline discipline, CRM and BI solutions, and cross-functional initiatives to improve institutional distribution effectiveness and growth.

Support and execute firm-wide growth and platform expansion initiatives through research, financial modeling, acquisition and partnership evaluation, stakeholder coordination, transaction support, and preparation of executive-level strategy materials. Drive workplans, progress tracking, and measurable outcomes aligned with revenue growth and market presence goals.

Manage and implement regulatory compliance programs for investment advisers and funds under Rule 38a-1 and Rule 206(4)-7. Perform testing/monitoring, update policies, conduct due diligence on service providers, administer oversight of intermediaries, assist with filings and examinations, review personal trading and electronic communications, and report findings to senior management and boards.

Lead institutional client management for ~30 strategic relationships (pensions, endowments, foundations). Drive retention, cross-sell, client experience, and KPIs; manage associates; coordinate investment, operations, marketing, legal and sales teams; maintain CRM records and develop strategic engagement and retention plans.

Support regional consultants and financial advisors to grow and service relationships across broker-dealer, RIA, bank trust, and multifamily office channels. Drive territory sales, resolve account issues, respond to product and performance inquiries, record activities in Salesforce CRM, and cultivate key "Silver Segment" advisors. Use data to identify opportunities and educate advisors on investment solutions and new products.

The Director, Systems Engineer will oversee system design and maintenance, ensuring security and performance, and will manage various technology teams to fulfill business initiatives.

The Associate Director, Quantitative Analyst will enhance asset allocation platforms, conduct research, maintain production models, and support PM decision-making.

Provide legal support for U.S. registered funds, ETFs, separately managed accounts, model-based programs and sub-advisory relationships. Draft and negotiate contracts, prepare and file 1940 Act filings and registration statements, support board meetings, and advise on regulatory and compliance matters while working closely with senior management and cross-functional teams.