Job Title: Vice President, Portfolio Specialist
Department: Portfolio Specialist Group
Reports To: SVP, Head of Portfolio Specialist Group
FLSA Code: Exempt
Estimated Salary: $200,000 - $215,000
Job Summary:
The Vice President, Portfolio Specialist will play a critical role, serving as a proxy for investment teams in Cohen & Steers efforts to grow its business amongst financial intermediaries. This position requires deep investment and product knowledge, strong presentation and marketing skills and the ability to work across both institutional and wealth channels. The individual will also be required to build the necessary relationships within the various internal groups at Cohen & Steers (i.e. portfolio management, distribution, marketing, etc.). The primary emphasis will be supporting the groups Senior Portfolio Specialists representing the Cohen & Steers Preferred Securities and Cohen & Steers Listed Real Estate investment teams. Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients.
Major Responsibilities/Activities:
- Serve as subject matter expert on investment strategies, portfolio positioning, and markets, working closely with portfolio managers and analysts
- Clearly articulate investment philosophy, process, investments, and performance to internal and external audiences
- Support client acquisition and retention by joining client/prospect meetings alongside distribution partners
- Collaborate with Marketing to develop differentiated and high-impact messaging across written, digital, and presentation materials
- Respond to portfolio and market related questions from distribution, marketing, and RFP teams
- Provide regular updates, training, and thought leadership to internal audiences to strengthen product knowledge and client engagement effectiveness
- Provide support to Senior Portfolio Specialists
Minimum Requirements:
- 7+yrs of experience in investment management, product management, or client-facing roles within the asset management industry
- Must be an action-oriented, disciplined, strategic thinker motivated to support sales and grow strong investor relationships
- Excellent communication/presentation skills and the ability to make the complex, simple
- Experience leveraging AI tools beyond basic chat functionality to improve workflows and drive efficiency
- Team-first attitude, with a high degree of accountability, initiative and collaboration
- Series 7 and Series 63 required
- Bachelor’s degree required; MBA/CFA/CAIA are preferred
- Up to 25% travel may be required
- Demonstrates inclusive behaviors in support of a culture that values diverse perspectives
- Agrees to comply with the firm’s hybrid work policy (“work from home policy,” as aligned with the Company’s employee handbook), which currently requires reporting to the Company’s New York City office four (4) days per week, with one (1) remote workday permitted.
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.
Skills Required
- 7+ years of experience in investment management, product management, or client-facing roles within the asset management industry.
- Bachelor's degree.
- MBA, CFA, or CAIA.
- Deep investment and product knowledge; subject-matter expertise on strategies, portfolio positioning, and markets.
- Excellent communication and presentation skills; ability to make complex topics simple.
- Experience leveraging AI tools beyond basic chat functionality to improve workflows and drive efficiency.
- Ability to support client acquisition and retention and join client/prospect meetings alongside distribution partners.
- Experience collaborating with marketing and internal teams to develop messaging and materials.
- Team-first attitude with high accountability, initiative, and collaboration.
- Up to 25% travel availability.
- Agree to hybrid work policy: report to New York City office four days per week.
- Demonstrates inclusive behaviors supporting a culture that values diverse perspectives.
What We Do
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. Founded in 1986, the firm is headquartered in New York City, with offices in London, Dublin, Hong Kong, Tokyo and Singapore. Follow to see more customized feed content.
