Product Information Associate

  • Competitive
  • New York, NY, USA New York NY US
  • Permanent, Full time
  • Cohen & Steers
  • 11 Jun 18 2018-06-11

This is an associate position on the Product Information team, which sits within the Global Marketing & Product Solutions Department. Based in the firm’s New York, NY headquarters, the team acts as a central source of information and contributes to Cohen & Steers’ global business development and client retention efforts.

The team is primarily responsible for consistently messaging and positioning the firm’s strategies through information requests, such as RFPs and RFIs, developing content to complement the firm’s growing distribution efforts, and contributing to product strategy and development initiatives for all distribution channels. The associate will report to the Head of Product Information.


Major Responsibilities/Activities:

  • Complete Requests for Proposals (RFPs), Requests for Information (RFIs) and Due Diligence Questionnaires (DDQs) across all channels and markets
  • Contribute to product strategy and development initiatives to support the firm’s global distribution efforts
  • Develop Product Information collateral and content for use across distribution efforts
  • Update and maintain consultant and third party research databases and manage deadlines
  • Develop responses to consultant, client and prospect requests


Minimum Requirements

  • Bachelor’s degree from an accredited college with a strong GPA
  • At least 2+ years of related experience (or relevant internships) required


Necessary Skills and Abilities

  • Excellent communication and writing skills and high quantitative aptitude
  • Effectively manages multiple projects and deadlines
  • Detail-oriented and organized
  • Able and willing to work in a team-first environment
  • Independent and resourceful with a desire to learn
  • Experience in a marketing or sales group of a financial institution
  • Skilled use of Excel, Word and PowerPoint


Beneficial Skills  

  • Series 6 or 7 and Series 63 licenses (can attain after joining C&S)
  • Ideal candidate will have 3-5 years of experience in a related position with relevant experience completing RFPs/RFIs or similar requests (background in distribution a plus)
  • Knowledge of the asset management industry, including mutual fund and separate account vehicles, the institutional and retail investor base, as well as the broker/dealer, investment advisor and consultant communities
  • Working knowledge of Morningstar Direct, Bloomberg, Factset and advanced Excel are a plus


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.