Senior Associate, Financial Planning & Analysis

Job Summary:

The Senior Associate, FP&A will provide business support to the Global Distribution teams and assist with all reporting and value-add analysis supporting these departments.The role will also support various firm wide reporting and ad hoc analysis, including peer and competitor analysis, earnings support, and Investor Relations support. Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients.

Major Responsibilities/Activities:

• Provide insightful reporting and financial analysis on the firms sales organization, including monthly, biweekly, and quarterly reporting
• Interact with senior leaders in the firms sales departments to report on all assets, flows, and sales related activities
• Partner with CRM team to enhance dashboards to assist sales leaders using Power BI reporting tool
• Assist with coordination of all Investor Relations activities and analysis
• Participate in annual budget planning for various teams within the organization and maintain ongoing forecasting specifically related to expenses
• Produce regular and ad hoc analysis related to peers or competitors including peer quarterly earnings summaries for senior management
• Provide insightful investment performance reporting
• Assist with firmwide deliverables and reporting including Daily AUM reporting, earnings support and materials, assistance with corporate investor relations activities

Minimum Requirements:

• 2-3 years of total experience in financial services industry (asset management industry experience a plus)
• Big 4 Public accounting experience a plus
• Advanced Excel and financial modeling skills
• Experience with Salesforce and PowerBI preferred
• Strong presentation and communication skills
• Demonstrates inclusive behaviors in support of a culture that values diverse perspectives