Associate Director, Product Information bei Cohen & Steers

Job Title: Associate Director, Product Information

Department: Global Marketing

Reports To: Director, Product Information

FLSA Code: Exempt

Estimated Salary: $125,000 - $135,000 

Job Summary:

The Product Information team, which sits within the Global Marketing Department, is seeking an Associate Director to join its collaborative and efficient team. 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. Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients.  

Major Responsibilities/Activities:

• Complete Requests for Proposals (RFPs), Requests for Information (RFIs) and Due Diligence Questionnaires (DDQs) across all channels and markets 
• Ensure consistency in messaging and branding across all RFP submissions 
• Collaborate with cross-functional teams to gather data and information needed for RFP responses 
• Review and edit RFP responses from other team members 
• Ensure consistency in messaging and branding across all RFP submissions 
• Maintain a database of RFP content and responses for future use 
• Develop Product Information collateral and content for use across distribution efforts
• Support the update and maintenance of consultant and third-party databases
• Respond to consultant, client, and prospect ad hoc requests
• Contribute to the development of RFP best practices and templates  

Minimum Requirements:

• Ideal candidate will have 4 – 7 years of experience in a related position with relevant experience completing RFPs/RFIs or similar requests
• Strong understanding of asset management products and services
• Excellent writing skills and high quantitative aptitude
• Effectively manages multiple projects and deadlines
• Skilled communicator; builds and maintains strong relationships with teams across the firm
• Detail-oriented and meticulously organized
• Team player: independent and resourceful with a desire to learn
• Proficiency in MS Office Suite and RFP management software (e.g., RFPIO)  
• Bachelor’s degree in a related field (e.g., finance, business, communications)
• Demonstrates inclusive behaviors in support of a culture that values diverse perspectives
• Is able to abide by the firm’s hybrid work arrangement policy in New York City office (4 days in-office/1 day remote)

Beneficial Skills:  

• 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 a plus 
• Series 6 or 7 and Series 63 licenses and other professional certifications (e.g., CFA) 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.