Teams at Cohen & Steers

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.

Act as the CRM liaison to Sales and Distribution, gathering requirements, managing support cases, documenting processes, maintaining the Salesforce backlog and roadmap, delivering training, performing light Salesforce administration (reports, dashboards, list views), and applying generative AI to improve support and documentation.

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.