Vice President, Portfolio SpecialistNew York, NYJob Title: Vice President, Portfolio SpecialistDepartment: Portfolio Specialist GroupReports To: SVP, Head of Portfolio Specialist GroupFLSA Code: ExemptEstimated Salary: $200,000 - $215,000Job 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 analystsClearly articulate investment philosophy, process, investments, and performance to internal and external audiencesSupport client acquisition and retention by joining client/prospect meetings alongside distribution partnersCollaborate with Marketing to develop differentiated and high-impact messaging across written, digital, and presentation materialsRespond to portfolio and market related questions from distribution, marketing, and RFP teamsProvide regular updates, training, and thought leadership to internal audiences to strengthen product knowledge and client engagement effectivenessProvide support to Senior Portfolio SpecialistsMinimum Requirements:7+yrs of experience in investment management, product management, or client-facing roles within the asset management industryMust be an action-oriented, disciplined, strategic thinker motivated to support sales and grow strong investor relationshipsExcellent communication/presentation skills and the ability to make the complex, simpleExperience leveraging AI tools beyond basic chat functionality to improve workflows and drive efficiencyTeam-first attitude, with a high degree of accountability, initiative and collaborationSeries 7 and Series 63 requiredBachelor's degree required; MBA/CFA/CAIA are preferredUp to 25% travel may be requiredDemonstrates inclusive behaviors in support of a culture that values diverse perspectivesAgrees 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.